Work Order Report
Registers actual item quantities or time used in connection with the sales order. For example, the document can be used by staff who perform any kind of processing work in connection with the sales order. It can also be exported to Excel if you need to process the sales line data further.
For sales orders where some work is performed, such as assembly, installation, or other, before the sales order is completed, the program offers a practical printout. The printed Work Order document is a means for craftsmen to bring with them work-related sales order details and return handwritten values on the document for potential updating of the sales order, if those values are to be invoiced with the sales order. Alternatively, the entered values may reflect internal item and time consumption, which should not be invoiced to the customer, but which must be posted in an item journal or resource journal. The Work order document can serve the following purposes:
A list of the involved items, resources, and quantities, in expected values.
Work instructions
A place to record quantities that are used during work on the sales order, if different from the expected values.
A place to record extra items or resources that are used during work on the sales order, but are not invoicable on the sales order. Such extra usage must be posted in item or resource journals in order to account for the internal fluctuation of quantity or value.
The work order document is printed with the sales order data preset. It has the following empty fields for entering actual quantities that are used during work:
Quantity Used: Enter the quantity that was used for the sales order if this quantity is different from the expected quantity, in the Quantity field on the sales order line).
Unit of Measure: Is connected to the Quantity Used field and is used if that quantity was used in a different unit of measure.
Options
Print to Excel: The data in the work order document can also be exported directly to Excel when you press Print or Preview. To enable this you must place a check mark in the Export to Excel field on the Options FastTab.
Tip
For more information on how to work with reports, see Viewing Test Reports before Posting, How to: View and Print Reports and How to: Set Filters. For assistance in finding specific pages, see Search.