Reporting on Service Orders to be Invoiced

  1. Open the Order To Be Invoiced Report.
  2. For these fields, select a range of values to include in the report:
    • SRO
    • Line
    • Oper
    • Bill Manager
    • Customer
    • Region
  3. Select the Operation Status.
  4. Select the Order Type:
    • SRO
    • Sales
    • Parts
  5. Select the types of notes to include in the report:
    • Print Customer Notes
    • Print SRO Notes
    • Print SRO Line Notes
    • Print SRO Oper Notes
    • Print Transaction Notes
    • Print Internal Notes
    • Print External Notes
    • Print Reason Code
    • Print Reason Notes
    • Print Resolution Code
    • Print Resolution Notes
  6. Specify the Calculated SRO Options:
    Trans Date
    Select the range of transaction dates to include in the report.
    Include Calculated
    Select this check box to include SROs with the billing type of Calculated/Time & Material.
    Include Estimate
    Select this check box to include SROS with the billing type of Invoice Estimate.
  7. Specify these Project SRO Options:
    Close Date
    Select the range of close dates to include in the report.
    Include Project
    Select this check box to include SROs with the billing type of Project/Fixed.
    Print Project Material Detail
    Select this check box to include the material detail in the report.
    Print Project Labor Detail
    Select this check box to include the labor detail in the report.
    Print Project Misc Detail
    Select this check box to include the miscellaneous detail in the report.
  8. Select from these Print Options:
    Ship To Address
    Select whether to use the customer ship to or the consumer ship to address for the invoicing output.
    Sort By
    Select whether to sort the output order by SRO or by customer.
    Invoices or Credit Memos
    Select whether to print invoices or credit memos based on the options selected.
    Include Bill Hold
    Select this check box to include bill hold detail in the report.
    Summarize Trans
    Select this check box to include a summary of transactions in the report.

    This field is disabled when Summarized Labor Work is selected.

    Print Serials
    Select this check box to include serial numbers for items that are serial tracked in the report.
    Summarized Labor Work
    Select this check box to summarize labor work entries for a specific work code. All labor for the work code is consolidated into a single line, instead of having multiple entries for each clock in/out for the work code.

    This field is disabled when Summarize Trans is selected.

    Translate To Domestic Currency
    Select this check box to translate the currency output to the domestic form. If cleared, the output is displayed as the currency originally selected.
    Print Euro Total
    Select this check box to print the total for the report in both the euro currency and the transaction currency for any customer or vendor whose currency is the euro. The system calculates this total by converting all the individual line items and accumulating the euro line item amounts. All line item discounts are applied (using the transaction currency) before the system converts the amount to the euro. All order-level discounts are applied from the accumulated euro amount.
    Display Report Header
    Select this check box to display report headers in the report. The report header displays on the first page of the report and lists the parameters by which you generated the report.
  9. Click Preview to open a preview of the report output.
  10. Click Print to print the report output.
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