Difference between revisions of "What does the Work in Progress report show me?"
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== Summary == | == Summary == | ||
| − | This article explains the information shown on the Work in Progress report. | + | This article explains the information shown on the Work in Progress report. |
== More Information == | == More Information == | ||
| − | The main point of a Work In Progress report is to list any jobs with items booked to them which have not yet been invoiced. This will only include those items listed on the {{Tab|Invoicing}} of a jobcard and excludes any that have been ordered for a job but not yet booked to it. | + | The main point of a Work In Progress report is to list any jobs with items booked to them which have not yet been invoiced. This will only include those items listed on the {{Tab|Invoicing}} tab of a jobcard and excludes any that have been ordered for a job but not yet booked to it. |
| − | * The jobs are grouped together based on the account you will be invoicing i.e. Retail jobs, [[How do I | + | * The jobs are grouped together based on the account you will be invoicing i.e. Retail jobs, [[How do I create an internal account?|Internal jobs]] and [[How do I create a warranty account?|Warranty]] jobs. |
| − | * The cost price of the uninvoiced items is totalled based on the Workshop Category assigned to the items: Parts, Labour and Other (not Parts or Labour). | + | * The cost price of the uninvoiced items is totalled based on the Workshop Category assigned to the items: Parts, Labour and Other (not Parts or Labour). |
| − | * The standard report will include stock items which are classed as [[How do I Create Non-Moving Items?|non-moving]] parts. | + | * The standard report will include stock items which are classed as [[How do I Create Non-Moving Items?|non-moving]] parts. |
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| + | * The standard report should not be used to balance against Work in Progress in the {{NL}}. There is a report specifically for the accounts department for this purpose. This report ignores the date items were added to ensure all stock movements are accounted for. | ||
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== Where do I find a Work in Progress Report? == | == Where do I find a Work in Progress Report? == | ||
| − | Please bear in mind the location of a report can vary if you are using Standard or Custom menus. You may also need a report to be modified slightly if you have more than one workshop depot. If you are unsure which report to choose please {{SupportContact}}. | + | Please bear in mind the location of a report can vary if you are using Standard or Custom menus. You may also need a report to be modified slightly if you have more than one workshop depot. If you are unsure which report to choose, please {{SupportContact}}. |
| − | * Go to {{Menu| | + | * Go to {{Menu|{{WS}}|Workshop Reports|WIP Report - Service}}. |
* Press {{KeyPress|F2}} to print the report. | * Press {{KeyPress|F2}} to print the report. | ||
Alternatively : | Alternatively : | ||
| − | + | ||
* Go to {{Menu|{{WS}}|Job Reports|Workshop Report Generator}}. | * Go to {{Menu|{{WS}}|Job Reports|Workshop Report Generator}}. | ||
| − | ** In {{DataPrompt|Search On}} type {{DataValue|WIP}}. | + | ** In {{DataPrompt|Search On}}, type {{DataValue|WIP}}. |
** Click {{Button|Search}} then select {{DataValue|WIP Report - Service}}. | ** Click {{Button|Search}} then select {{DataValue|WIP Report - Service}}. | ||
** Click {{Button|Start}}. | ** Click {{Button|Start}}. | ||
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* Go to {{Menu|{{WS}}|Job Reports|Workshop Report Generator}}. | * Go to {{Menu|{{WS}}|Job Reports|Workshop Report Generator}}. | ||
** In {{DataPrompt|Search On}} type {{DataValue|WIP}}. | ** In {{DataPrompt|Search On}} type {{DataValue|WIP}}. | ||
| − | ** Click {{Button|Search}} then select {{DataValue|WIP | + | ** Click {{Button|Search}} then select {{DataValue|WIP Nominal Check - Accounts}}. |
** Click {{Button|Start}}. | ** Click {{Button|Start}}. | ||
| − | * Press {{KeyPress|F2}} to print the report. | + | * Press {{KeyPress|F2}} to print the report. |
| + | |||
| + | This shows the balance per job based on the items in the nominal WIP account. You may then check those individual jobs. | ||
| − | == See | + | == See also == |
| − | * [[Creating | + | * [[Creating workshop jobs]] |
{{KB_Tags|work in progress, wip, wip report, uninvoiced job}} | {{KB_Tags|work in progress, wip, wip report, uninvoiced job}} | ||
| − | {{FAQ}} {{KB_WS}} {{ZN_WorkshopManager}} | + | {{FAQ}}{{KB_WS}}{{ZN_WorkshopManager}} |
Latest revision as of 06:31, 22 February 2022
Contents
Summary
This article explains the information shown on the Work in Progress report.
More Information
The main point of a Work In Progress report is to list any jobs with items booked to them which have not yet been invoiced. This will only include those items listed on the [Invoicing] tab of a jobcard and excludes any that have been ordered for a job but not yet booked to it.
- The jobs are grouped together based on the account you will be invoicing i.e. Retail jobs, Internal jobs and Warranty jobs.
- The cost price of the uninvoiced items is totalled based on the Workshop Category assigned to the items: Parts, Labour and Other (not Parts or Labour).
- The standard report will include stock items which are classed as non-moving parts.
- The standard report should not be used to balance against Work in Progress in the Nominal Ledger. There is a report specifically for the accounts department for this purpose. This report ignores the date items were added to ensure all stock movements are accounted for.
Where do I find a Work in Progress Report?
Please bear in mind the location of a report can vary if you are using Standard or Custom menus. You may also need a report to be modified slightly if you have more than one workshop depot. If you are unsure which report to choose, please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.
- Go to " Workshop Workshop Reports WIP Report - Service".
- Press <F2> to print the report.
Alternatively :
- Go to " Workshop Job Reports Workshop Report Generator".
- In "Search On", type 'WIP'.
- Click [Search] then select 'WIP Report - Service'.
- Click [Start].
- Press <F2> to print the report.
Work in Progress for Accounts
- Go to " Workshop Job Reports Workshop Report Generator".
- In "Search On" type 'WIP'.
- Click [Search] then select 'WIP Nominal Check - Accounts'.
- Click [Start].
- Press <F2> to print the report.
This shows the balance per job based on the items in the nominal WIP account. You may then check those individual jobs.
See also
