How do I find un-invoiced workshop jobs?

Summary

This article will describe how you can search the "Workshop System" in order to find any un-Invoiced items on that may be left on any jobs. This is important to ensure all items booked out of stock are invoiced for.

More Information

In order to Search jobs for un-invoiced items you will need to run a standard workshop report. To do this you will need to go to: "Workshop System" -> "Job Reports" -> "Job Reports" -> "Job Reports".

Setting the Reports Search Criteria

Once here you will need to set the search criteria for the report. To do this go to: "Set Report Range". Enter in information that you wish the report on these are as follows:

• "Depot :" - Enable you to specify a particular job Depot, If you have multiple depots set-up. If you wish to search all depots leave this field 'Blank'. The Default Depot code will be displayed here.

• "From Job No :" - Allows you to specify the job number from which the report will start to run from. Leaving this Blank means the report will start from the first job number.

• "To :" - Allows you to specify the job number to which the report will run to. Leaving this blank will result in the report running to the last job number.

• "From Start Date :" and "To :" - Allows you to specify a date range for the report to run looking at the date at which the jobs are due to be started. Any Jobs outside this date range will be ignored in the report. If these dates are left as '00/00/0000' it will disable this particular search criteria.

• "From Job Status :" and "To :" - Allows you to specify a range of job statuses. If you want to specify only one job status then enter this status in both fields. Leaving these fields blank will result in the report running for all Jobs regardless of the status.

• "From Due Date :" and "To :" - Allows you to specify a date range for the report to run looking at the date at which the jobs are due to be Completed. Any Jobs outside this date range will be ignored in the report. If these dates are left as '00/00/0000' it will disable this particular search criteria.

• "From Account :" *"A/C" and *"To :" *"A/C" - Allows you to specify an Account or Contact Range for the customers. Simply enter in either the customers account or contact in these fields. Any Account outside this range will be excluded in the report. If you leave these fields blank the report will search all accounts and all contacts.

• "From Category :" and *"To :" - Allows you to specify the job category. entering the same Category for both fields only searches that category. Entering a range means the report will ignore all categories outside the range. and leaving this blank will mean the reprot will search all categories.