Report Service Order History
(Service Register Report, Report Open Service Orders)
Access
This report is the Customer Service counterpart
to the Report Completed Sales Dollars
(Daily Sales Journal) routine and includes only completed service orders.
Selections include the "as of" date and the option to print
Detail, Summary, or Both. The report also includes the option to print
a GL Recap report. This report runs, in Detail mode, during the Day-Ending
process. The Summary version runs during Month-Ending process. Once
the run-time options have been selected, choose Run
to produce the report.
The output of this report may be affected by Regional
Processing restrictions. That is, you can inquire only about customers
and locations to which you have access.
Date CodeClick on the Arrow button
to view a list of date
codes, then select the code that best indicates the time period on
which to base your report.
As Of DateIf you
select CUS (custom) at Date Code field, you activate this field. Use
this field to specify the as-of date for which you want to run this report.
If you click on the Calendar
Icon, you can select a date from the calendar that appears.
If you select another date
code instead of CUS, this field fills in based on that selection and
you cannot edit this field.
Send Output toThe output
destination of the report displays. To change the output destination,
click on the Actions button and select Output
Settings.
Export PathIf you
select either the Personal
Report Viewer (PRV), Excel Export,
or ASCII Export, this field displays the pre-set computer drive and folder
location to which the system exports the report data. You cannot edit
the export path using this process.
