This report is similar to the Detailed parts WIP report except that it is sorted by order status. The report performs two major functions:
As an end of day or week action report to pick up all lines that have become static and investigate why they cannot progress.
As a report to show detail behind the end of day audit (stock reconciliation) program that shows the number of lines at each status, aged by months. All of these lines should be investigated regularly to ensure that the files are kept tidy and any customers' orders are followed up.
The report is designed to run as part of Timed Operations, in which case it reports on status R, V, C, S, I, W, P and X. V and C lines are reported on if they are over seven days old. All other lines must be over thirty days old.
By default, this is a printable report which is sorted by order status/part number/WIP number and produced for all status codes and departments, with a new page on change of order status. 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 status codes and departments, and you are prompted for a cut-off date. Any parts lines on which the status has changed or that have been modified since the specified cut-off date are not included in the report, and lines that are invoiced are not shown.
For each part, the following details are summarised on the report:
Part number
WIP number
Date the WIP was last edited
Department
Menu flag (flagged * if the part is a menu item)
Contribution flag (flagged * if the part is subject to a contribution)
Price override flag (flagged * if the selling price has been changed, that is if the retail price is not equal to the selling price)
Order quantity
Selling price of the part
Gross value
Discount value
Nett value (Gross - Discount)
Cost value
Surcharge value
Profit amount (Nett - Cost)
Gross profit percentage
Margin exception (flagged * if the profit margin on this line is outside the limits specified for the appropriate product group)
POS Operator number
To produce a parts status 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 Parts status report option.
The Parts Status 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 Parts status report option from the SO REPORTS AND ENQUIRIES menu. It enables you to produce a parts status 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 (default)
Which status codes (blank=all): Order status codes on which you want to report. The system automatically defaults the order status codes into this field. However, you can overwrite these codes, if required. You can enter up to ten different status codes.
Tip: Leave the field empty to report on all status codes.
Enter 'up to' cut-off date: Cut-off date up to which you want to report. Any parts lines on which the status has changed since the cut-off date are not included on the report.
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.
Department: POS departments that the report should include. Typically the department letters are P, W, and B for Parts, Workshop and Bodyshop respectively.
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
