Running the Service Order Operation Code Cost Report

  1. Open the Service Order Operation Code Cost Report.
  2. For these fields, select the range of values to include in the report:
    • Oper Code
    • SRO
    • Customer
    • Unit
    • Item
    • Open Date
    • SRO Type
    • Transaction Date
  3. Specify this information:
    SRO Status
    Select the status of the SRO. The status determines whether the transactions against the SRO may be entered or invoiced. The status may be changed at any time. Choices for the status are:
    • Template: Used as a generic setup for quickly creating new SROs.
    • Estimate: Used for estimating cost and price information for a customer.
    • Open: Indicates that no transactions are on hold and that the SRO may be invoiced. When first created, the status will automatically set to open.
    • Closed: SRO is complete and no invoicing can be performed.
    Print Options
    Select the information to include in the report output.
  4. Click Preview to view an output of the report before printing.
  5. Click Print to run the report and print the output.
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