SM Work Order Activity
You can use the SM Work Order Activity report to see the state of costs and billings for work order within the date range specified by the parameters by selecting .
The Work Order Activity report shows the state of costs and billings for work order within the date range specified by the parameters.
The report groups Work Order data by Work Order and Pricing Method. This means that if you have a work order that has Scopes with mixed pricing methods (T&M and Flat Price, for example), you would expect to see the work order represented twice on the main report: once for the T&M Scopes, and once for the Flat Price Scopes.
The report excludes Work Order Scopes with Price Method = Non-Billable
|
Report Parameters |
Description |
|---|---|
|
Company |
Accept the default, or press F4 to select a company. |
|
Service Center |
Select the Field Lookup button or press F4 to select the service center. |
|
Customer |
Select the Field Lookup button or press F4 to select the Customer or leave blank for All |
|
Agreement |
Click the Field Lookup button or press F4 to select the agreement. |
|
Service Site |
Select the Field Lookup button or press F4 to select the service site. |
|
Lead Technician |
Click the Field Lookup button or press F4 to select the lead technician. |
|
Cost Date From |
Enter from date for cost. |
|
Cost Date To |
Enter to date for cost. |
|
Include New Work Orders? |
checkbox to include new work orders. |
|
Include Open Work Orders? |
checkbox to include open work orders. |
|
Include Completed Work Orders. |
checkbox to include completed work orders. |
|
Include Closed Work Orders. |
checkbox to include closed work orders. |
|
Only Show Workorders with Unbilled Costs? |
checkbox to only show work orders with unbilled costs. |
|
Only Show Workorders with Costs Posted to GL? |
checkbox to only show work orders with costs posted to general ledger. |
|
Show Work Order Detail? |
checkbox to show work order detail. |
|
Group By Service Center? |
checkbox to group by service center. |
|
Group By Division? |
checkbox to group by division. |
|
Group By Customer? |
checkbox to group by customer. |
|
Group By Agreement? |
checkbox to group by agreement. |
|
Group By Service Site? |
checkbox to group by service site. |
