Report Options

Use the Report Options screen to select additional parameters before running the work in process report.

The Report Options screen is accessed from the Work in Process tab by clicking the Create a Work in Process Report link.

The fields in the Additional Parameters section on the Report Options screen are:

Additional Parameters
Field Description
WIP Method

Select which method to use to analyze the aged work in process data:

  • WIP Balancing—produces a report listing aged outstanding work orders by the dollar amount that was posted to the general ledger
  • List Price—produces a report listing aged outstanding work orders by List Price
  • Estimated Cost—produces a report listing aged outstanding work orders by Estimated Cost
Select Report Type

Select a report type from the drop-down list:

  • Aging—prints an aged work in process report
  • Summary—prints only totals
  • Detail—prints every work order making up each total
Select Account Select a specific work in process account by typing or selecting a specific WIP account number.
Select Type Select a type from the drop-down list (e.g. all, customer, warranty, or internal) to run the report.
Select Location Select a location to run the work in process report.
Include Unprocessed Transactions Select the checkbox to include any transactions which have not yet been processed/billed.
Print WIP Balancing Report Select the checkbox to print a WIP balancing report which includes a list of WIP accounts and account totals.

The printer option fields in the Select Printer section on the Report Options screen are:

Select Printer
Field Description
Printer Select the printer used for printing the selected work in process report.
or PDF Creates a PDF file of the work in process report, which can be viewed via the PDF Viewer.

The reports produced are:

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

Use these buttons to complete your work on the Report Options screen:

Button Description
Run Report Runs the desired work in process report.
Close Closes the Report Options screen without running a report and returns to the Work in Process tab.

Security: 810 - Product Support Work Orders

Revision: 2026.01