Work in Process

Data Source: SALDET, WOLAB

To open the Work in Process tab, hover over the Product Support or Management Central links from anywhere within IntelliDealer and select Service> Analysis Reports from the drop down list.

The Work in Process tab allows you to search for and view work in process.

Note:  Totals from signed off segments are also included.

The following search fields appear on the Work in Process tab:

Field Description
WIP Method

Select which method you wish to use to analyze the WIP data.

  • WIP Balancing: Lists outstanding work orders by the dollar amount that was posted to the general ledger. Ie. When WIP Balancing is selected, the system will calculate the current work in process based on the WIP code (S or I) that is on the actual record in the SALDET or WOLAB files.

  • List Price: Lists outstanding work orders by list price. Ie. When List Price is selected, the system defaults the WIP code on each order to S, so that the LLPRC and SDPRC values are used to calculate the labor and parts costs accordingly.

  • Estimated Cost: Lists outstanding work orders by cost. Ie. When Estimated Cost is selected, the system defaults the WIP code on each order to I, so that the price is calculated using the average cost for parts (SDAVN) and average cost for labor (LLAVN).
Select Account Search for work in process by entering a specific WIP account number.
Select Status Search for work in process by selecting a status from the drop down list (e.g. all, customer, warranty, or internal).
Select Location Search for work in process by entering a branch location.
Include Unprocessed Transactions Select the checkbox to include any transactions which have not yet been processed/billed.

The following is a description of the fields that appear on the Work In Process tab:

Field Description
Aging Period

The aging period indicates the amount of days the work order has been open or a work in process:

  • Current: The work order has a started date of 0 or less than 30.

  • 31-60: The work order has a started date between 31-60 days.

  • 61-90: The work order has a started date between 61-90 days.

  • 91-120: The work order has a started date between 91-120 days.

  • Over 120:The work order has a started date over 120 days.
Total Totals up all of the open work orders current values for each aging period.
% The percentage of work orders within each aging period.

A bar graph and pie chart gives a visual representation of the work in process.

Clicking on a Total will display further sales details in the Open Work Orders screen.

Click on the Create a Work in Process Report link to use this data to build a work in process report.