List of Report Names Used in Service Management

Customer/Sales

• Invoice Register by Account Report: This report provides you with a listing of invoices that are currently maintained in the system.
• Invoice Register Report: This report provides you with a list of invoices that are currently maintained in the system.
• Items by Customer Sales Analysis Report: Use this report to view past sales information for a range of customers, with item-specific information for each customer.
• Letters of Credit by Customer Report: This report lists outstanding letters of credit (LCRs), in summary or detail format, for a particular currency and for a range of LCRs, customers, issue dates, and expiration dates.
• Order Pick List Report: Use this form to print pick lists for sales orders.
• Product Sales Analysis Report: Use this form to view sales analysis information for specific product codes, family codes, and items.
• Sales Commission By Salesperson Report: This report shows unpaid sales commission information for each salesperson.
• Sales Order Estimate Report: Use this form to preview or print sales order estimate information based on the filters and options selected.
• Sales Order Margin Analysis Report: This form shows margin information on a line-by-line basis for sales orders.
• Sales Order Status Report: Use this form to report on sales orders.
• Sales Value Report: This report uses information in the Sales Order and Order History files to group unit sales into monthly buckets.
• SPA Inventory Report: Use this form to generate an inventory report for special pricing agreement records.
• To Be Shipped Report: Use this form to generate a report on open sales orders with an outstanding quantity to be shipped.

Finance

• 1099 Form Printing: Use this form to print 1099 forms for the appropriate vendors.
• Account Balances Report: Use this form to display account numbers, account descriptions, and amounts for the accounts you select.
• Accounts Payable Aging Report: This report shows the status of your account balances.
• Accounts Receivable Aging Report: Use this form to view the current status of all customer account balances.
• A/P Payment Transaction Report: This report lists all non-posted payment transactions you have entered. You can use this report to ensure that distributions and account numbers are valid.
• A/R Invoice, Credit, Debit Memo Report: Use this report to print invoices, credit memos, and debit memos without having to reference an invoice number.
• A/R Payment Transaction Report: Use this report to create a list of the unposted payment transactions you have entered.
• Bank Reconciliation Report: This report lists bank reconciliation transactions and their amounts, and shows whether or not they have been reconciled.
• Cash Impact Report: Use this report to view your expected cash flow over a specified period of time for a selected range of currencies in summary or detail format.
• Cash Requirements Report: This report lists all unpaid vouchers, sorted by due date. You can use this report to identify requirements for cash flow.
• Credit Card Expiration Listing Report: Use this report to create a list of all credit card authorizations that have an expiration date prior to a specified date.
• Customer Statements Report: Use this report to produce customer statements that list the amount customers owe.
• Draft Aging Report: Use this report to select drafts for remittance.
• Draft Remittance Posting Report: Use this form to print a report that lists remitted draft information, and includes a remittance statement.
• Draft Remittance Report: Use this form to print a report that lists remitted draft information, and includes a remittance statement.
• Draft Transaction Report: This report lists all existing drafts for a range of customers, bank codes, due dates, and draft numbers.
• EC Sales List: This report records the aggregate value of sales to customers in other member states who are registered for VAT, and for which ESL requires basic information relating to the supply.
• EC VAT Report: This report captures information about the value of intra-community sales and purchases.
• Finance Charge Transaction Report: This report lists all unposted finance charge transactions for a range of customers, sorted by customer invoice number. This report is useful for verifying that distributions and account numbers are valid.
• Financial Statement Output: Use this form to set up printing parameters for financial reports, which you can then use to produce the reports repeatedly.
• Fixed Asset Current Depreciation Report: This report provides comprehensive, up-to-date depreciation information for each asset.
• Fixed Asset Disposal Transaction Report: Run this report before posting disposal transactions to verify that the disposal transaction information is correct.
• Fixed Asset Quarterly Cost Incurred Report: Use this form to generate a report that displays the costs incurred by department and class code for each quarter of the specified year.
• Fixed Asset Report: Use this form to create an analysis of fixed assets using DataViews.
• Fixed Asset Transfer Report: Use this report to verify that the transaction information was generated correctly.
• General Ledger by Account Report: This report lists transactions for a range of periods, accounts and unit codes.
• General Ledger Check Information: This report lists information about checks that have been processed in Accounts Payable and Accounts Receivable.
• General Ledger Transaction Report: This report lists General Ledger transactions for a range of transactions, transaction dates, accounts, unit codes (1-4), and references.
• General Ledger Worksheet Report: This report lists the numbers, descriptions, and amounts of the selected accounts for a specific date.
• GST Input Tax Credit Report: Use this report to print all GST (Goods and Services Taxes) records payable as collected by Purchasing and Accounts Payable.
• GST Invoiced Report (CANADA): Use the report to view all Goods and Services Taxes receivable, as collected by Sales/Parts Orders and Accounts Receivable.
• Inactive Account Numbers Report: This report lists where inactive account numbers are being used in the system.
• Invoice Transaction Report: Use this report to list any or all unposted invoice, debit, and credit transactions, sorted by customer invoice number.
• Journal Control Number Report: This report lists journal transactions sorted by journal control number or reference control number.
• Journal Transaction Report: This report lists detailed or summary information about G/L journal transactions that have been posted to specific journals.
• Ledger Control Number Report: This report lists G/L transactions sorted by ledger control number or reference control number.
• Letters Of Credit By Vendor Report: This report lists G/L transactions sorted by ledger control number or reference control number.
• PST Input Tax Credit Report (CANADA): Use this report to view all PST (Provincial Sales Taxes) records payable, as collected by Purchasing and Accounts Payable.
• PST Invoiced Report (CANADA): Use this form to generate a list of all the provincial sales taxes receivable, as collected by Sales / Parts Orders and Accounts Receivable.
• Sales Tax Report: Use this report to view all sales taxes receivable as collected by Sales/Parts Orders and Accounts Receivable.
• SSD Transaction Listing Report: Use this form to generate a list of all Arrival and/or Dispatch transactions for a range of periods, customers, vendors and warehouses.
• Tax Invoiced (Parametric) Report: Use this form to generate a list of the total value of sales within a specified jurisdiction, and the tax due on the sales.
• Tax Payable Report: Use this report to view all sales taxes payable as collected by the system's Purchasing and A/P modules.
• Tax Receivable Report: Use this form to view all the sales tax receivables as collected by Sales/Parts Orders and Accounts Receivable.
• Tax Vouchered (Parametric) Report: Use this report to view all taxes payable as collected by the system's Purchasing and A/P modules.
• Taxable Revenue Report: Use this report to generate a list of summary or detailed information about taxable revenues for a range of tax codes, invoice dates and customers.
• Unit Code Where Used Report: Use this form to find areas in the system where a particular unit code is referenced.
• Verify Reports To Accounts Report: Use this report to validate mapping from the current entity to its parent.
• Voucher Authorization Report: This report lists unposted vouchers for a range of authorizers, vouchers, invoice dates, vendors, vendor names, purchase orders, and goods receiving notes.
• Voucher Pre-register Report
• Voucher Register by Account Report: Use this report to list all posted and unposted vouchers from Purchasing that are currently maintained in the system.: This report lists summary or detailed information about voucher pre-registers, sorted by pre-register, vendor, or vendor name.
• Voucher Register Report: Use this report to list vouchers you currently maintain in the system.
• Voucher Transaction Report: Use this report to list all unposted voucher and adjustment transactions that have been entered.
• Vouchers Payable Report: Use this report to show purchase orders that have been received but not yet vouchered, including to-be-vouchered POs and POs with cost variances.

Inventory

• Available Inventory to Reserve: This report shows available to reserve quantities by warehouse, location, lot, and serial number (if included).

• Cycle Count Sheet Report: This report : Use this report to reprint the Cycle Count Generation report.
• Cycle Count Variance Report: This report shows the variance between the system's on-hand balance and the actual count entered.
• Inventory Balance Report: This report shows quantities, unit costs, and details of all material transactions that impact any of the five inventory accounts.
• Inventory Below Safety Stock Report: Use this report to generate a list of each item that has an on-hand quantity that is below the specified safety stock quantity on the Items form.
• Inventory Cost Report: This report shows a breakdown of material, labor, fixed overhead, variable overhead, and outside service costs for items.
• Inventory Pre-Adjustment Report: This report shows all Physical Inventory records, the book quantity counted, the quantity on hand, the unit cost, the adjustment amount, and the account to adjust.
• Item by Location Report: This report provides a breakdown by location of all items.
• Item Cost By Product Code Report: This report lists item costs sorted by product code.
• Item Costing Report: This report shows the prices, costs, total cost, margins and gross margin of items in inventory.
• Item Detail Report: Use this report to generate detailed information for items.
• Item LIFO/FIFO Detail Report: This form lists LIFO and FIFO stack details.
• Item Not Used Report: Use this report to list items for which no material transactions have been recorded in the date range selected.
• Item Quantities by ABC Code Report: This report shows the items sorted by ABC Code.
• Item Serial Number History Report: This report generates a list of serial numbers, plus the item and lot associated with each.
• Item Where Used Report: Use this report to list all purchase requisitions, purchase orders, sales orders, service orders, and transfer orders associated with the items meeting the selection criteria you specify.
• Items Sold By Manufacturer Report: Use this report to list the quantities of manufactured items that have been invoiced for orders in the system.
• Lot Traceability Report: This report shows all the details for the life of a lot, and all the transactions that took place for a particular lot of an item.
• Material Transactions Report: Use this report to generate a list of all material transactions posted, such as miscellaneous issue, miscellaneous receipt, inventory adjustment, and others.
• Physical Inventory Report: This report shows all Physical Inventory records and indicates whether each record has been counted, posted, or approved.
• Reprint Transfer Ship Packing Slip Report: Use this form to reprint packing slips that have already been printed.
• Total Inventory Value by Account Report: This report list all items sorted by account.
• Transactions By Serial Number Report: This report lists all the transactions that took place for a given serial number.
• Transfer Order Receiving List Report: This report prints transfer orders that need to be received and indicates to which location they need to be transferred.
• Transfer Order Status Report: This report lists the statuses of transfer orders.
• Void Tag/Sheet Report: This report prints a listing of all inventory tags/sheets that are voided.

Service

• Annual Contract Renewal Listing Report: Use this form to preview or print all contracts due for renewal for the Period and Year specified. Filter by Contract, Customer, and Item.
• Contract Estimate Report: Use this form to preview and print a copy of the contract details for review and approval by the customer.
• Contract Profit Analysis Report: Use this form to preview or print a report of the projected revenue from service contracts.
• Contracts To Be Invoiced Report: Use this utility to preview or print all of the service contracts that are eligible to be invoiced.
• Expense Reconciliation Report: Use this form to preview or print a list of expenses based on the selected filters.
• Incident Report: Use this report to preview or print incident information based on the options and filter ranges you select.
• Incident Time Analysis Report: Use this report to preview or print a breakdown of the time that was spent to resolve incidents.
• Indented Unit Configuration Report: Use this form to generate a report that shows a unit configuration and all of the warranty information for the subcomponents of the unit.
• Item Where Used On Configuration Report: Use this report to see where a particular item or serial number is used in the service configurations.
• Order Packing Slip Report: Use this form to preview or print packing slips for items to be shipped for SROs.
• Order To Be Invoiced Report: Use this form to preview or print a list of the sales or SROs that are eligible to be invoiced.
• Outstanding Amortization by Account Report: Use this report to preview or print existing records based on the selected options.
• Partner Expense Report: Use this report to preview or print a list of partner expenses based on the filters and options selected.
• Partner Reimbursement Report: Use this report to preview or print a list of partner reimbursements based on the selected filters and options.
• Partner Schedule Report: Use this utility to preview or print a partner schedule based on the filters and options selected.
• Service Order Estimate Report: Use this report form to preview or print SRO estimate information based on the filters and options selected.
• Service Order Planning Report: Use this form to preview or print service request order information based on the filters and options selected.
• Service Order Exchanges To Be Shipped Report: Use this form to generate a list of the SRO exchanges to be shipped.
• Service Order Inspection Report: Use this form to generate output for one or more inspections.
• Service Order Loaners To Be Shipped Report: Use this form to generate a list of the SRO loaners that are set to be shipped.
• SRO Margin Analysis Report: Use this form to preview or print a listing based on the filters and options selected.
• Service Order On Hold Report: Use this form to preview or print a listing of SROs with a current status of 'Hold' based on the range of filter options selected.
• Service Order Operation Code Cost Report: Use this form to preview or print a list of the costs for SRO operation codes.
• Service Order Outstanding Exchanges Report: Use this form to generate a list of the outstanding exchanges.
• Service Order Outstanding Loaners Report: Use this form to generate a list of the outstanding loaners.
• Service Order Picklist Report: Use this form to preview or print pick lists for SROs.
• Service Order Planned Material Requirement Report: Use this form to preview or print an output listing based on the options and filters selected.
• SRO Status Report: Use this form to preview or print a list of SRO statuses and/or bill statuses based on the filters selected.
• Service Order Wip Valuation Report: Use this form to preview or print a list of the amount of WIP that has been issued, relieved, and remains for the defined range of SRO operations.
• Service Order Work Order Report: Use this form to preview or print a list of transaction information for a range of SROs.
• Transaction Analysis Report: Use this report to compare the actual extended prices/costs of all SRO transactions.
• Unified Transaction Report: Use this form to preview or print a list of partner transaction activity.
• Warranty Expiration Report: Use this form to preview or print a list of expired warranties based on the date range and item filters selected.

System

• Database Schema Report: This report lists a specified range of the database schema.
• Electronic Signature Records Report: Use this form to create a report that lists electronic signatures for a user-specified set of processes.
• Quick Dictionary Report: This report shows the definitions of each class and all the user fields that belong to the class, along with their field names, data types, and descriptions.
• Tampered Electronic Signature Records Report: This report shows records where the checksum stored for the data no longer matches the data.
• User Authorization Report: Use this report to list information for each user ID.
• User Class Report: This report shows the definitions of the classes within the range of classes you select.
• User Fields Report: This report shows the definitions of the user fields, with their graphical properties, that are associated with the classes within the range you select.
• User Index Report: This report shows the definitions of the indexes associated with the classes within the range you select.

Vendor

• Change Order Report: Use this report to create change orders.
• Goods Receiving Note Report: Use this form to print a report showing GRN status and line information.
• Landed Cost Variance Report: Use this report to generate a list of landed cost variances by PO and PO line, in summary total and with breakdown by line.
• Letters Of Credit By Vendor Report: Use this report to print all outstanding letters of credit for one vendor or a group of vendors.
• Mailing Labels Report: Use this report to print mailing labels for a range of customers, employees or vendors.
• Outstanding Vendor Returns Report: Use this form to run a predefined DataView, filtering the results by the report options.
• Past Due Purchase Order Report: Use this report to print each past due purchase order, followed by its line/releases that have caused the past due status, for the range indicated.
• PO Funds Committed Report: This report shows the amount of money that has been spent on Planned and Ordered POs, and provides a projection of cash requirements.
• PO Requisition Report: This report lists detailed information about purchase order requisitions.
• PO Voucher Register By Account: This report lists vouchers, posted from Purchasing, that are currently in the system.
• Purchase Order History By Vendor Report: This report lists purchase orders in PO History by vendor number for the selected ranges.
• Purchase Order Report: This report prints all purchase orders in the specified range.
• Purchase Order Status Report: This report prints the purchase order status and the associated line/releases for each purchase order in a specified range.
• Purchase Order Variance By Item Report: This report prints each item that is contained in one or more purchase orders.
• Purchase Requirements Report: This report lists every item from the Items form for which an order should be placed to prevent the on hand quantity from going below safety stock.
• Recent Purchases Report: This report provides historical information to support purchasing decisions.
• Requisition/PO Comparison Report: This report shows which requisitions are cross referenced to purchase orders.
• Vendor Communications Log Report: Use this report to print a list of all communications between a vendor and a company.
• Vouchers Payable Report: Use this report to show purchase orders that have been received but not yet vouchered, including to-be-vouchered POs and POs with cost variances.