Completed Job Analysis
Completed Job Analysis
Completed Job Analysis
Module: Accounting
Overview
Use Completed Job Analysis to print the detailed job cost information for work orders that have been closed and completely invoiced within a selected period. The report sorts the completed jobs by contract type within the sales person and branch. Completed Job Analysis uses data from work orders and installation branches.
This report provides totals for
Standard hours
Actual hours
Labor cost
Material cost
Commission
Total cost
Installation charge
Loss / Gain
Monthly
Break-even
User’s branch restrictions apply.
To access this report, select Completed Job Analysis (report #2043) from the main menu of SBN.
The Completed Job Analysis Report
This window contains two panes: use the upper pane to define the content of the report; use the lower pane to define the job output - how, when, and where you want to print the report.
Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.
Field Descriptions
The following table describes the fields used In the Completed Job Analysis report.
Field |
Description |
Period |
|
Date
- From |
You must select a range of dates to limit the report to work orders with closed and invoiced dates within that range. Select the beginning date of the range. |
Time
- From |
You may select a range of times to limit the report to work orders with closed and invoiced times within that range. Select the beginning time of the range. |
Date
- To |
You must select a range of dates to limit the report to work orders with closed and invoiced dates within that range. Select the ending date of the range. |
Time
- To |
You may select a range of times to limit the report to work orders with closed and invoiced times within that range. Select the ending time of the range. |
Branch |
You may select a specific branch ID to limit the report to closed and invoiced work orders associated with that branch. (This menu originates from program #1530.) O If you leave this field blank, SBN includes all branches. O If option rptprof is on, user branch restrictions apply. |
C / B Ratio Included |
Enter a check mark in this box to include the cost / booking ratio. |
Work Order Types Ranges |
|
Work Order Type |
You may select up to three ranges of work order types to limit the report to work orders with work order types within the ranges. Select the beginning work order type of a range. (These menus originate from program #1796.) |
Work Order Type |
You may select up to three ranges of work order types to limit the report to work orders with work order types within the ranges. Select the ending work order type of a range. (These menus originate from program #1796.) |
Exclude |
You may exclude up to three ranges of work order types by selecting the ranges and then entering a check mark in these fields. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example
The following graphics show an example of the output of the Completed Job Analysis report.
Column Descriptions
The following table describes the columns used in the output of the report.
Column |
Description |
Contract / Date |
|
Date |
Date of the contract. |
Contract # |
Contract number. |
Job Name |
Name field from Data Entry. |
Work Order Type |
Type of work order. |
Work Order # |
Work order number. |
Install Hours |
|
Std |
Standard installation hours based on components installed from all closed and invoiced work orders within the selected range. |
Actual |
Total from the Hours column of the install pane of the WIP tab of all closed and invoiced work orders within the selected range. |
Costs |
|
Labor |
Total from the Amount column of the install pane of the WIP tab of all closed and invoiced work orders within the selected range. The total can include: l Fixed rates l Hourly rates l Vendor costs |
Material |
Standard material cost for all components installed from all closed and invoiced work orders within the selected range. |
Sales |
Commission for resource type �Sales� - including adjustments made in Commission Change of all closed and invoiced work orders within the selected range. |
Total Cost |
Sum of all cost fields. |
Install Charge |
One-time fees billed from the Work Order window. |
Loss / Gain |
(Actual cost) - (Standard cost). |
Monthly |
Amount of monthly cycle fee. |
Break-Even |
Number of months of cycle billing required to cover the actual cost; based on (Loss / Gain) / (Monthly). |
C / B Ratio |
If you selected this flag, this column displays (Actual cost) / (Total billed). O C / B Ratio displayed on subtotals is an average for the contract type, sales person, or branch, not a recalculation. |
Labor |
|
Estimate |
Displays the total number of estimated labor hours for the work order. If the Alternate WIP Calc check box is selected in Price Lists (program #1533) for the price list associated with the work order, SBN uses the Standard Labor field in Items (program #1535) to calculate labor for all items in the work order. |
Actual |
Displays the total number of labor hours associated with the work order when the work order is finalized. |
Branch |
Branch ID. |
Sales Person |
Sales person ID. |
Contract Type |
Type of contract. |
Subtotals for Branch |
Displays subtotals in each of the 10 columns for the selected branch. |
Subtotals for Sales Person |
Displays subtotals in each of the 10 columns for the selected sales person. |
Subtotals for Contract Type |
Displays subtotals in each of the 10 columns for the selected contract type. |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Open fields for recurring/template reports |
alt+f1 |
2043 |
Open fields for recurring/template reports. |
|
Exit without saving |
esc |
2043 |
Exit without saving changes to selected record. |
|
Save Existing Record |
enter |
2043 |
Save changes to selected record. |
Modifications and Updates to Completed Job Analysis
The following table lists modifications and updates to the Completed Job Analysis document.
Mod Number |
Date |
Description |
n/a |
8/1/14 |
Images updated. |