Report Options

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

The Report Options screen allows you to select additional parameters before running the work in process report.

The following is a description of the field that appears on the Additional Parameters section on the Report Options screen:

Additional Parameters
Field Description
WIP Method

Select which method you wish to use to analysis 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 branch 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 following is a description of the printer option fields that appear on the Select Printer section on the Report Options screen:

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 following reports are produced:

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

The following buttons allow you to complete your work on the Report Options screen:

Button Function
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.