Completed Job Summary
Completed Job Summary
Completed Job Summary
Module: Accounting
Overview
Use Completed Job Summary to print summary totals from all work orders that have been closed and invoiced within a selected period by branch, then by:
Contract type
Sales ID
Data for Completed Job Summary comes from work orders and installation branches. This report provides totals of:
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 Summary (report #2045) from the main menu of SBN.
The Completed Job Summary 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 (No label) |
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 (No label) |
You may select a range of time 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 time to limit the report to work orders with closed and invoiced times within that range. Select the ending time of the range. |
Inst Br |
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. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example
The following graphic shows an example of the output of the Completed Job Summary report.
Column Descriptions
The following table describes the columns used in the output of the report.
Column |
Description |
Contract Type |
|
Branch |
Branch ID. |
Sales Person |
Sales person ID. |
Contract Type |
Type of contract. |
Install Hours |
|
Std |
Standard installation hours based on components installed from all closed and invoiced work orders within the selected range. O This report includes Installation units of work order items flagged as exchange items. |
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 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 of all closed and invoiced work orders within the selected range. |
Install Charge |
One-time fees billed for all closed and invoiced work orders within the selected range. |
Loss / Gain |
(Actual cost) - (Standard cost). |
Monthly |
Amount of monthly cycle fee. |
Breakeven |
Number of months of cycle billing required to cover the actual cost; based on (Loss / Gain) / (Monthly). |
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. |
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 |
2045 |
Open fields for recurring/template reports. |
|
Exit without saving |
esc |
2045 |
Exit without saving changes to selected record. |
|
Save Existing Record |
enter |
2045 |
Save changes to selected record. |
Modifications and Updates to Completed Job Summary
The following table lists modifications and updates to the Completed Job Summary document.
Mod Number |
Date |
Description |
n/a |
8/1/14 |
Images updated. |