This report gives far more detail than the Work in progress report. It too summarises by WIP Number but gives valuable profit and turnover information for parts on each work-in-progress record, sub-totals for each department and totals for all departments. The report is not available as part of Timed Operations but may be submitted as part of the report generator batch. Ideally, the report should not be run for all departments during peak trading times but may be run at any time for a single WIP number.
By default, this is a printable report which is sorted by department\WIP number\part number. A new page is forced on change of department, and a sub-total is given on change of WIP number. The part number sort is based on the input part number format, not the internal packed part number format. When the report is run, you are given the option to output the report to an HTML directory or display the report. You are also asked if you want to produce the report for specific departments, or a specific WIP or account. Only lines currently in work-in-progress are shown on the report, that is to say, parts that have been requisitioned but not invoiced, or parts that have been credited financially but as yet not returned to stock.
For each part, the following details are summarised on the report:
Part number
Date the WIP was last edited
Department
Menu flag (flagged M if the part is a menu item)
Price override flag (flagged P if the selling price was changed when the part was sold in Point-of-Sale, that is if the retail price is not equal to the selling price)
Contribution percentage flag (if the part is subject to a contribution)
Quantity
Selling price
Gross value
Discount value
Nett value (Gross value - Discount value)
Cost value
Surcharge value
Profit margin value
Gross profit percentage (Profit/Net)*100)
Margin exception (flagged P if the profit margin on this line is outside the limits specified for the appropriate product group)
POS operator number
To produce a detailed parts WIP report:
From the Rev.8 Master Menu, select the Point-of-sale option and Company you require.
The POINT OF SALE menu is displayed.
Select the Reports & enquiries option.
The SO REPORTS AND ENQUIRIES menu is displayed.
Select the Detailed parts WIP option.
The Detailed Parts WIP (SO) form is displayed.
Complete the form and click OK.
The report is compiled and output in the selected format.
Click the Close button.
You are returned to the SO REPORTS AND ENQUIRIES menu.
This form is displayed when you select the Detailed parts WIP option from the SO REPORTS AND ENQUIRIES menu. From this form you can produce a detailed parts WIP report.
Output type: Enables you to specify the format in which the report is produced. One of:
Print: Prints the report to the currently selected printer
HTML: Outputs the report to file in Hyper-Text Markup Language (HTML) format
Display: Displays the report
Department code(s): POS departments that the report should include. Typically the department letters are P, W, and B for Parts, Workshop and Bodyshop respectively.
WIP number required: Specific WIP number on which you want to report
Account number required: Account number on which you want to report
Tip: Leave the fields empty to report on all departments, WIPs and accounts.
PUSH BUTTONS:
OK: Outputs the report in the selected format
Cancel: Returns you to the SO REPORTS AND ENQUIRIES menu
Help: Displays help on the current program using the default browser
Schedule: Displays the Timed Operations scheduler
Add to batch: Displays an Add report to batch form in which a report may be batched for printing in a report group
