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Partially Picked Work Order with Parts Report

Partially Picked Work Order with Parts Report

Partially Picked Work Order with Parts Report


Partially Picked Work Order with Parts Report

Report #:   2158

Module:    Accounting

Overview

Use the Partially Picked Work Order with Parts report to display all partially picked work orders for which you have items in inventory. You may sort the results of this report by branch. Once you have the information from this report, you can reprint the pick list and ship remaining items to the installer.

To access this report, select Partially Picked Work Order with Parts (reports #2158) from the main menu of SBN.

The Partially Picked Work Order with Parts Report

This window contains two panes: use the upper pane to define the contents 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 upper pane of this report.

Note: You can use wildcard characters in selected fields. For more information on using wildcards, see Searches.

Field

Wildcards Allowed

Description

Branch

Yes

You may either select a specific branch to limit the report to records associated with that branch or use the % wildcard to include all branches.

Work Order No

No

You may type a specific work order to limit the report to that work order.

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 Partially Picked Work Order with Parts report.

Column Descriptions

The following table describes the columns used in the output of the report.

Column

Description

Work Order #

Identifies the partially-picked work order.

Branch

Identifies the branch associated with the selected work order.

Name

Name of the account holder.

Account

Account number.

A.K.A.

Alternate name for the account holder.

Phone

Primary phone number of the account holder.

Addr1

Street address of the installation.

Map / Grid

Map or grid number for the installation address.

Addr2

Additional street address of the installation, if applicable.

City

City (part of the installation address).

State

State (part of the installation address).

Zip

Zip code (part of the installation address).

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

Open fields for recurring/template reports.

Exit without saving

esc

Exit without saving changes to selected record.

Save Existing Record

enter

Save changes to selected record.

Modifications and Updates to Partially Picked Work Order with Parts Report

The following table lists modifications and updates to the Partially Picked Work Order with Parts Report.

Mod Number

Date

Description

n/a

8/06/14

Images updated.



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