Use this program to print a list of all invoices and their transaction records for all jobs in the jobs file.
Run this report after making changes to invoices in the Individual Job Review. It prints the original transaction records that have the calculated billing amounts. If there is a difference between the transaction and the invoice the system denotes it with an asterisk.
Report information includes the following: job number and name, customer name, manager, warehouse, status, billing type and frequency, cost type and code, source code, posting date, posting memo, source document, units, unit of measure, cost rate and extension, and billing rate and extension. Report totals include the total number of jobs on the report and the total dollar amounts for cost and billing.
1. Order
Enter whether to print in J-job number, M-manager, C-customer number, or K-job class or 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
Enter a valid customer number to which the jobs were sold. Entering a valid customer displays the customer name. Enter (CR) defaults to ALL.
6. Billing type
Enter whether the billing type the jobs must be to print are F-fixed contract, C-cost plus, T-time and materials or N-no charge. Enter (CR) defaults to ALL.
7. Frequency
Enter whether the type of billing frequency the jobs must be to print is M-bill monthly, C-bill when complete or D-bill on demand (whenever there are invoices). Enter (CR) defaults to ALL.
8. Cost Type
Enter the cost type the transactions must be, in order to print. Choices are user defined in the Cost Type F/M. Enter (CR) defaults to ALL.
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)