Use this program to print a billing analysis of jobs to date.
The report compiles a list of all jobs in the jobs file. This report is helpful in terms of tracking billing amounts to meet the estimate. It provides the estimated figures, the actual figures and the amount remaining.
Report information includes job number and name, customer name, manager, warehouse, status, billing type and frequency, actual start date, estimated completion date, percentage complete, date percent complete was entered into the system. The report also includes job totals for: estimated billing, actual billing, remaining amount to bill, percentage of estimate, freight amount, and tax amount. If the user details transactions, the job totals are broken out by cost type for each job. If the user selects past billing to be included, the program prints each invoice number, date, billing amount, freight amount, tax amount, and total amount.
1. Order
Select whether to print the report in J-job number, M-manager, C-customer number, or K-job class order. Enter (CR) defaults to J.
2. Beginning Order Choice
Select the beginning order choice to print.
3. Ending Order Choice
Select the ending order choice to print.
4. Warehouse
Enter a valid warehouse code from which the jobs were created from. Entering a valid warehouse code displays the warehouse description. Enter (CR) defaults to the warehouse assigned to the terminal. F3 defaults to ALL.
5. Customer/Manager
Enter a valid customer number (or manager if customer was selected in field #1) to which the jobs were sold. Enter (CR) defaults to ALL.
6. Status
Enter whether to print jobs which are A-active, C-cost complete and/or B-bill complete. Enter (CR) defaults to ALL.
7. Include Cost Type
Enter N or Y to indicate whether to print transaction totals for each cost type. Enter (CR) defaults to N.
8. Include Invoices
Enter N or Y to indicate whether to print the invoices already billed for the job. Enter (CR) defaults to N.
9. New Page?
Enter N or Y to indicate whether to print a new page for each job. Enter (CR) defaults to N.
Editing the order, range and properties stored in templates
Setting printer properties in templates
Using print options in reports
Setting a default printer using templates topics
Viewing reports on screen (using the viewer)