Service Manager Job Costing Report (#801)
Service Manager Job Costing Report (#801)
Service Manager Component Only
To access this report from the main menu select Section|Reports, click on Service Manager and select the report from the list.
Use this report to give you an overview of the jobs in the Service Manager.
Account
Enter the account to restrict report printing to, or leave blank to include all.
Complete % From
The completed percentage minimum to include on the report. The default is zero. The completed percentage of the job must be equal to or higher than this number for it to be included in the report.
Complete % To
The completed percentage maximum to include on the report. The default is 100. The completed percentage of the job must be less than or equal to this number for it to be included in the report.
If
the completed from is zero and the completed to is 100, jobs of any completed level are included on the
report.
Priority
You may select a priority ranking for inclusion on the report. The default is all. For example, if Urgent is selected, only jobs marked with a priority of urgent will be included on the report. If Normal-High is selected, only jobs with a priority of normal up to and including a priority of High, will be included on the report.
Date Range
Specify the type of date range to report on.
Received
If the report is printed by date range sequence then jobs will be listed in received date sequence.
Completed
If the report is printed by date range sequence then jobs will be listed in completed by sequence.
Closed
jobs are never included on reports listed by completed date, as the purpose of checking completed jobs
is to review those finished but not yet closed off.
Required
If the report is printed by date range sequence then jobs will be listed by required date sequence.
Overdue Only
Include only overdue (late for completion) jobs on the report.
From Date
The date from which to calculate "overdue" job cards if applicable. Open jobs with a Complete By date later than this date will only be listed on the report.
New Page Per Job
This option only applies if the report is printed in "detailed" mode.
Open Jobs
Tick 
to include jobs with a status of "open" on the report.
Closed Jobs
Tick
to include jobs with a status of "closed" on the report.
Quoted Jobs
Tick
to include jobs with a status of "quote" on the report.
Completed Jobs
Tick
to include jobs with a status of "completed" on the report.
Suspended Jobs
Tick
to include jobs with a status of "suspended" (on hold) on the report.
Marked Only
Tick
to only include job cards on the report that have been tagged.
Show Only W.I.P
Tick
to only include jobs that contain Work-In-Progress
Cost and only include job related entries (stock and chargeable items and time sheets) that have not yet
been charged out.
IMPORTANT:
If you are entering direct expenses (such as contractor fees, etc.) onto jobs and intend to re-charge
them later, be careful with this option. If this option is ticked, only jobs that already have
items awaiting billing will appear. This will defeat the purpose of using this report in order to determine
what you need to re-charge.
Hints & Tips
Be
careful: Jobs without a Received date are not included on date range based
reports.
The TOTAL COSTING field on the report represents the total accumulated costs for the job/project. This will not tally with the actual presented costs if users have been deleting costing entries after billing has occurred. (This practice should be discouraged for that reason.)
The message **recalc** means that the job must be recalculated before an accurate report total can be produced.
The estimated margin/markup represent the likely profit if all unbilled items are billed at their current entered charges. The billed to date profit and margin/markup figures represent the actual profit on the job based on any billing that has so far occurred.
Costs, charges and expenses are shown without tax.
If your jobs contain direct expenses, but have nothing that you intend to bill on them and wish to show these on your reporting, be sure to untick Show Only W.I.P.
The BILLED CHARGES field is the total of all invoiced user charges for the job card. Up to 10 user defined charges can be established for each job card.
The DIRECT COSTS field is the total value of the altered job card cost. Job card costs can be directly altered if job card invoices are edited by users after they have been created by the Service Manager.
The DIRECT CHARGES field is the total value of altered job card charges. Job card charges can be directly altered if job card invoices are edited by users after they have been created by the Service Manager.
For more information on the meaning of the reporting fields review the Progress Statistics topic listed below.
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