To run the Work Order Summary report:Use the Work Order Summary report to review all of the processes scheduled during a specified time period. You can view open work orders, work orders that are being processed, work orders that are complete, or a combination of all of these. You can also review orders specific to a vendor, or to several vendors.
To run the Work Order Summary report:From the Orders > Reports > Work Order Reports menu, select Work Order Summary to display the Work Order Summary Report screen.
In the Br/Tr/ALL field, enter the branch or territory for which you want to print work order summary information. To print work order products for all branches and territories, enter ALL.
In the Start Date field, enter the first date in a range of work order creation dates.
In the End Date field, enter the last date in a range of work order creation dates.
In the Status field, enter the status of the work orders to review.
All – Displays all work orders created during the specified period, regardless of status.
Open – Displays only open work orders.
In Process – Displays work orders that are being processed.
Complete – Displays work orders that have been processed and are ready for sale.
In the Sort by field, indicate whether to sort by vendor, order number, process type, or completion date.
In the Vendor field, enter the name of the vendor whose processes you want to review, if needed.
In the Line Type field, indicate whether to view orders by price line or buy line.
In the Price Line or Buy Line field, enter a specific price or buy line to use to narrow the number of work orders on the report, if needed.
To select multiple price or buy lines, use the Price Lines or Buy Lines hot key to display the Price (or Buy) Line Selection screen.
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