Work in Process

Use the Work in Process tab to search for and view work in process. Totals from signed off segments are also included.

To open the Work in Process tab, navigate to Product Support > Service > Analysis Reports, then click the Work In Process tab.

Or navigate toManagement Central > Service > Work In Process.

Note:  This screen requires access to one or both of these external URLs: https://www.google.com/jsapi and https://www.gstatic.com/charts/loader.js. If the screen is not displaying correctly, it may be because the system has been denied access to the URL. Ensure that these URLs are unblocked or unfiltered in your organization’s firewall and web filtering devices.

Topics in this section are:

Viewing Work in Process Details

  1. Navigate to Product Support > Service > Analysis Reports

    Billing Analysis

  2. Click the Work in Process tab.

  3. Fill out the fields for the data you are interested in and click Go >>.


  4. Click a Total.

    Open Work Orders


  5. Move your cursor over an a Order # and select Dollars from the pop-up menu.


    WIP Details


    Use the WIP Details screen to drill further into the details of the selected work order.

Creating a Work in Process Report

  1. Navigate to Product Support > Service > Analysis Reports.

    Billing Analysis

  2. Click the Work in Process tab.

  3. Click Create a Work in Process Report.

    Report Options

  4. Fill out the appropriate report parameters.

  5. Click the Run Report button to generate the WIP report.

    These reports are produced according to the report parameters selected on the Additional Parameters section on the Report Options screen:

    WPSWIP2A Aged Work in Process
    WPSWIP2B Work in Process - Summary
    WPSWIP2C WIP Balancing Report

Screen Description

Search fields on the Work in Process tab are:

Field Description
WIP Method

Select which method to use to analyze the WIP data.

  • WIP Balancing—lists outstanding work orders by the dollar amount that was posted to the general ledger. When WIP Balancing is selected, the system calculates 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. 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. 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 location.
Include Unprocessed Transactions Select the checkbox to include any transactions which have not yet been processed/billed.

Fields on the Work In Process tab are:

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.

Click a Total to display further sales details in the Open Work Orders screen.

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

Data Source: SALDET, WOLAB

Revision: 2026.05