Work-in-Progress Report

Reference No: 19670

(V 01.00.91-00)

Table of Contents

Support for Work-in-Progress Report

Details

Work-in-Progress Report can be used to view only the un-invoiced Order Lines of Work Order and Part Sales Order. This report can be generated either for Inventory In Process as 'Service' which will display the details of the Work Orders or can be generated for Inventory In Process as 'Parts' which will display the details of the Part Sales Order. The generated Inventory In Process: Service report will have Totals for Parts, Labors and Misc. And there will be a Grand Total at the end of each Segment. And the generated Inventory In Process: Parts report will have a Total line at the end of each Parts Sale Order.

Points to Note:

For Inventory In Process - Service report, Work Orders with statuses &endash; Estimate / Cancelled will not be considered.
For Inventory In Process - Parts report, Quote or Cancelled Parts Sale Orders will not be considered.
Returned Lines will not be considered.
Returned Core lines will be considered.
If the option - 'Summary' is selected, system will not display the details of the Parts, Labor and Misc., but only Total lines will be displayed.
If the option ’Only dispatched’ is selected, Ordered and Shipped Quantity columns will be same.
If the option ’Only dispatched’ is not selected, Shipped Quantity will be 0 for the lines other than dispatched.

Filtering the Report

The report can be filtered by:

Inventory In Process
Branch
All Branch
Customer
Detail/Summary
Only Dispatched
Order #
Segment #

Table 1.0 Work-in-Progress Report Filter Options

Options	Descriptions
Inventory In Process	Service - On selecting the option as 'Service' will generate the report for Work Orders Parts - On selecting the option as 'Parts' will generate the report for Parts Sales Order.
Branch	On clicking on the ellipses button in the Branch field will open the Branch window, wherein on selecting a site, the report will be generated based on the selected site.
All Branch	Selecting the 'All Branch' check Box will generate the report for all the Sites.
Customer	On clicking on the ellipses button in the Customer field will open the Customer-Contact window, wherein on selecting a customer, the report will be generated based on the selected customer.
Detail/Summary	On selecting the option Detail or Summary, will generate the report based on the selected option.
Only Dispatched	On selecting the 'Only Dispatched' check box, only dispatched lines will be considered for the report.
Order #	On clicking on the ellipses button in the Order # field will open the Work Order Search window for the option Service and Order Search window for the option Parts, wherein on selecting an Order, the report will be generated based on the selected Order.
Segment #	On clicking on the ellipses button in the Segment # field will open the Segment Search window, wherein on selecting a segment, the report will be generated based on the selected segment. For the Inventory In Process Option Parts, the Segment # field will be disable. If the Work Order is tagged in the WIP Report options dialog, then on clicking ellipses button next to the Segment # field, system will display the Segment Tag Screen in reduced size. If the Work Order is not tagged in the WIP Report options dialog, then on clicking ellipses button next to the Segment # field, system will display the Segment Search window in larger size.

To generate WIP Report

Access Report Module in CR2 Launch Pad
Select Inventory > WIP Report to display WIP Report Options dialog, as shown in Figure 1.0, where in you can define the options to generate the report.

Figure 2.0

Select the required filtering options.
Click Run to generate the Report.

Table 2.0 WIP Report (Inventory In Process: Service) Field Information

Fields	Description
Order Info.
Work Order Num	Displays the unique identification number of the Work Order.
Segment Num	Displays the unique identification number of the Segment. The column will be blank for Non-Segment lines.
Br Num	Displays the unique identification number of the Site.
Cust Num	Displays the unique identification number of the Customer.
Cust Name	Displays the name of the Customer.
Category	Displays the Category set in the Work Order header. The column will be blank if Category is not set in the Work Order.
Date Opened	Displays the start date of the Work Order.
Status	Displays the status in the Work Order Header for Orphan lines. Displays the status in the Segment header level for Segments.
Estimate	Displays the Authorized Limit of the Work Order Header level. This will display the value for the first header row for the particular Work order. It will be blank for all other header rows of this same work order.
Equipment Info.
Asset ID	For Orphan lines, displays the Asset tagged as Unit in Work Order Header. For Segments, displays the Asset tagged as Unit in the Segment level. If no asset is tagged in the Unit column of the Segment level then system will consider Unit in Work Order Header.
Make	Displays the unique identification number of the Manufacturer of the Asset tagged as Unit .
Model	Displays the model of the Asset tagged as Unit .
W/O Description	Displays the Work Order Description for Orphan lines. Displays the Segment header level Description for Segments, if the user has changed the Segment Header level description from ’r;Internal’, ’r;Customer’ or ’r;Warranty’ to anything else.
Service Type	Displays the 'Service Type' set in Work order Header. The Service Type column will be blank if no 'Service Type' is set in the Work Order.
Serial	Displays the Mfg. Serial Number of the asset tagged as Unit.
Meter	Displays the Meter reading of the asset tagged as Unit.
Parts
MFR	Displays the unique identification number of the Manufacturer of the Part.
ID	Displays the unique identification number of the Part.
Description	Displays the description of the Part.
Date Added	Displays the date in which the Part is added to the Work Order.
Ordered	Displays the ordered quantity of the Part.
Shipped	Displays the shipped quantity of the Part.
Cost	If the Order line status is ’r;Sold’,system will display the Cost of the receive line used for sell. If this Receive line is vouchered, voucher cost will be considered. If the Order line status is P-Assigned, linked PO Line Cost will be considered. If this linked PO Line is vouchered, voucher cost will be considered. If the line is of any other status, Part’s Cost will be considered.
Sell	Displays the Order Line level Price of the Part.
Ext. Cost	Displays (Cost * Shipped Quantity)
Ext. Sell	Displays (Sell * Shipped Quantity).
GP	Displays (Ext. Sell &endash; Ext. Cost).
GP%	Displays ((GP / Ext. Sell) * 100).
Labor
Emp ID	Displays the Employee ID’ set in the MLE line for the Labor lines linked to Master Labor Entry.
ID	Displays the unique identification number of the Labor.
Description	Displays the description of the Labor.
Labor Date	Displays the ’r;Date Worked’ set in the MLE line, for the Labor lines linked to Master Labor Entry. For other lines, Labor Line added date.
Charge	Displays the ’Type’( ’Regular’, ’OT’ or ’DT’. ) set in the MLE line for the Labor lines linked to Master Labor Entry. For other lines, it will be blank.
Hours	Displays (Labor Line Duration in Hours * Quantity).
Cost	Displays the Cost defined in Labor Pricing corresponding to the ’r;Type’ set in the MLE line for the Labor lines linked to Master Labor Entry. For other lines, it will be set as 0.
Sell	Displays Order Line level Price.
Ext. Cost	Displays (Cost * Hours).
Ext. Sell	Displays (Sell * Hours).
GP	Displays (Ext. Sell &endash; Ext. Cost).
GP%	Displays ((GP/ Ext. Sell)*100).
Misc.
ID	Displays the unique identification number of the Misc Charge.
Description	Displays the description of the Misc Charge.
Date Added	Displays the date on which the Misc Charge is added.
Ordered	Displays the ordered quantity of the Misc Charge.
Cost	This column will be blank.
Sell	Displays the Order Line level Price.
Ext. Cost	This column will be Blank.
Ext. Sell	Displays (Sell * Ordered Quantity).
GP	Displays (Ext. Sell &endash; Ext. Cost). It will be same as Ext. Sell as Ext. Cost is Blank.
GP%	Displays ((GP / Ext. Sell) * 100). This will be always 100% as Ext. Sell and GP are same.

Table 2.1 WIP Report Inventory In Process: Parts) Field Information

Fields	Descriptions
Order	Displays the unique identification number of the Parts Sale Order.
Branch	Displays the unique identification number of the Site.
Cust ID	Displays the unique identification number of the Customer.
Customer	Displays the name of the Customer.
MFR	Displays the unique identification number of the manufacturer of the Part.
Part Number	Displays the unique identification number of the Part.
Description	Displays the description of the Part.
Status	Displays the status of the Order line.
Qty	Displays the quantity of the Part.
Cost	If the Order line status is ’Sold’, system will display the Cost of the receive line used for sell. If this Receive line is vouchered, voucher cost will be considered. If the Order line is P-Assigned, linked PO Line Cost will be considered. If this linked PO Line is vouchered, voucher cost will be considered. If the line is of any other status, Part’s Cost will be considered.
Ext. Cost	Displays (Cost * Qty).
Sell	Displays the Order Line level Price.
Ext. Sell	Displays (Sell * Qty).