Jobs reports

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Booked In Items Summary

 

Lists all items on booked in jobs, in due date order, with quantity for each product nominal category.

 

From the Transactor Menu, choose Report - Jobs - Booked in Items Summary

 

Select the Department to report on, or select ALL DEPARTMENTS

 

Example

 

reports-Jobs-BookedInItemsSummary

 

 

 

Booked In Jobs

 

This is a Job Schedule of work in progress. If the Job Due Date (optional) selection criteria is left blank, the report will list all booked in jobs regardless of Job Due Date.

 

From the Transactor Menu bar, choose Report > Jobs > Booked in Jobs

 

Enter a Job Due Date (optional) to specify to only report on booked in jobs with that due date, or leave this blank to report on all booked in jobs

Choose a Sort By to specify the order in which jobs should be listed: by the due date or by the Dept

Choose a Department to report on, or leave as ALL DEPARTMENTS

 

Example

 

reports-Jobs-BookedInJobsList

 

 

 

Booked in Jobs + box

 

 

Same as Booked In Jobs, with added column 'Box'.  If you want to record a Box number with every job, the job must have a line item of Code 'BOX' on it. A 'BOX' lineitem can be automatically added to each new job by changing the 'New Job' template in the Setup Wizard.

 

reports-Jobs-BookedInJobs_box

 

 

 

Booked in jobs detailed

 

A Job Schedule of work in progress.  If 'All booked in jobs' is selected, the report will list all booked in jobs, grouped by Due date. Each new due date will start on another page. If you need net values see the other report   'Booked in jobs detailed + net'.

 

From the Transactor Menu bar, choose Report > Jobs > Booked in jobs detailed

 

 

Example

 

Job Due Date (optional):                        Sort by: Due date-DocNo  

 

Booked in jobs by due date-detail

 

The last page contains the summary.

 

reports-Jobs-BookedInJobsList summarypage

 

 

 

 

Booked in jobs detailed + net

 

Almost the same as Booked in jobs detailed, but with an extra Net value column and associated sub-totals and grand totals for each due date.

 

Here's the last page of the report, containing the report summary.

 

reports-Jobs-BookedInJobsList with Net -summarypage

 

 

 

 

Jobs on Hold

 

All jobs that are in Job State 'On Hold', will be listed.

 

From the Transactor Menu bar, choose Report > Jobs > Jobs on Hold

 

 

Example

 

reports-jobs-list jobs on hold

 

 

 

 

Booked out jobs (ongoing)

 

All jobs that are in Job State 'Booked out ongoing'  will be listed. These are jobs which have been temporarily booked out but not completed or invoiced

 

From the Transactor Menu bar, choose Report > Jobs > Booked out jobs (ongoing)

 

 

Example

Customer:  All customers        Jobs older than (days):  30

 

 

reports-jobs-bookedoutJobsOngoing

 

 

 

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