This report scans the work-in-progress file and, for each department, lists all jobs that currently have outstanding work in progress (for example, jobs against which parts are requisitioned or against which time taken is entered but not invoiced). It should be noted that work-in-progress can exist for the parts department because they can requisition parts to a customer and not print the invoice. Although this is an unusual practice, the system reports if this has occurred. In practice, it is more likely to occur the reverse way round, where a customer returns a part for a credit note but the part is not returned to stock until it is inspected by the Parts Manager who decides whether it should be returned to damaged stock, warranty returns or normal stock.
By default, this is a printable report which is sorted by department\days overdue\value, split by the POS operator that created the WIP, with a new page on change of department and creating operator. When the report is run, you are given the option to output the report to an HTML directory or display the report, or to sort records by department\value\days overdue. You are also asked whether you want to produce the report for specific departments or a specific operator, or include jobs at zero value. The report can appear as part of Timed Operations, and may be run with the default prompts of all departments and zero work-in-progress records suppressed. The report does not include any WIPs that are set for deletion. Line totals are rounded up and final totals are exact.
Note: It is advisable that this report is run weekly or daily because it is the prime means of determining what is available to invoice from work-in-progress, and often highlights mistakes.
For each job, the following details are summarised on the report:
WIP number
Due-in date
Customer name
Vehicle registration number
Name of the POS operator who originated the WIP
Number of days overdue
Value of parts
Number of parts lines
Value of labour
Number of labour lines
Total value of parts and labour
To produce a Work in Progress 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 Work in progress option.
The Work in Progress Report (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 Work in progress option from the SO REPORTS AND ENQUIRIES menu. From this form you can produce a Work-in-Progress 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
Which departments (blank=all): POS departments that the report should include. You can enter up to eight different department codes. Typically the department letters are P, W, and B for Parts, Workshop and Bodyshop respectively.
Tip: Leave this field empty to produce a report for all departments.
Include zero value Y/N:: Y to include work-in-progress at zero value or N not to. Generally, this is not required, in which case set this field to N.
Creating Operator: Operator number if you want to produce the report for a specific POS operator. By default, the report is produced for all POS operators.
Select one of the following radio (option) buttons to determine the sequence in which records are sorted:
Sort by Dept/Value/Overdue: Sorts the records by department/value/the number of days overdue
Sort by Dept/Overdue/Value: Sorts the records by department/the number of days overdue/value (default)
Split by Creating Operator: This field is ticked by default. Within each department, it sorts records by the POS operator that created the WIP.
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
