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, with the billing frequency of annual, that are due for renewal for the Month 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.