Work Order Billing History Report - Field Descriptions
Use the table below for reference when completing the fields on this screen.
Field |
Description |
|---|---|
Work order Site Customer Work order type Work order zone Contract |
Enter the work order number, site code, customer code, work order type, work order zone, and contract number to print on the report, or press Enter to include all on the report. |
G/L date |
The software will compare the selected date range with the G/L date associated with each billing history record. when the report includes un-invoiced revenue, then all such transactions will be included, regardless of date. |
Include un-invoiced billing revenue? |
When this option is selected, the billing totals will include current billing transactions. The Bill # for these items will be blank. |
Sort by |
Specify the sequence in which billing
history records are printed:
|
Work order status |
By default this report will print all three work order status types. When one or more of these checkboxes is selected, the software filters work orders for inclusion on this report based on the current status of the work order. |
Format |
Select a report format:
The Detail format will show billing transactions, and when selected, the options in the Transaction type box are enabled. Note: The Summary format will show the
original, reversed and re-billed invoices. The Detail format will only show
re-billed invoices. |
Transaction type |
If the Detail format was selected
above, select one or more transaction types to display on the report:
|
