SM WIP Report

You can use the SM WIP Report report by selecting Service Management > Reports > SM WIP Report.

The SM WIP report displays, by department, the costs (equipment, labor, material, etc.), expected and actual revenue, and the difference of expected vs. actual revenue for agreements and work orders through a specified month. In addition, this report shows the margin for agreements and flat price work orders, and the rate template for T&M work orders. Agreements or work orders missing a margin are highlighted in red.

This report includes work orders that are not closed or canceled, as well as active, expired, or terminated agreements that have un-generated work orders, open work orders, or unprocessed billings.

For T&M Work Orders, the report shows the life-to-date Expected Revenue instead of the Expected Revenue to the Through Month, and indicates work order scopes with call types that are tracking WIP (these work orders won't show actual costs and revenue until moved to a Complete or Closed status).

You can drill down on any line to get additional information, including the customer, call type, and scope.

Report Parameters

Description

SM Company

Accept the default, or press F4 to select a company.

Through Month

Select the date-range arrows to select the month for reporting through.

SM Department

Click the Field Lookup button or press F4 to select the SM Department. To select multiple departments in the Lookup screen, use the SHIFT key for consecutive selection or the CTRL key for random selection. You can also manually add multiple departments by entering a comma after each department.

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