This report primarily runs through the Point-of-Sale WIP header file, looking at all Service WIPs that are due in on a specified date, or tomorrow if no date is specified. When the report is run, you are presented with a number of prompts that allow you to determine which records are included in the report. The report gives details of each WIP, including some description text from each labour line.
By default the report is printed, and is sorted by customer name/WIP number. When the report is run, you are also given the option to display the report or output the report to an HTML directory.
Note: The report can be scheduled as part of Timed Ops or may be submitted as part of the report generator batch run functionality.
The following details are summarised on the report:
Text from the labour lines
Allowed time
Labour type code
Loading type code
Time and date due in
Time and date due out
Vehicle model code
Phone number
WIP notes
To produce a diary detail report:
Note: Ensure that a suitable printer is selected and is on-line.
From the Master Menu, select the Point of sale option and the 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 Diary option.
The Diary Detail (SO) form is displayed.
Complete the form and click OK.
The report is compiled and output in the selected format.
This form is displayed when you select the Diary option from the SO REPORTS AND ENQUIRIES menu. From this form you can produce a diary detail 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 (default)
HTML: Outputs the report to file in Hyper-Text Markup Language (HTML) format
Display: Displays the report
Enter Date: Date due in, or blank to produce a report for tomorrow
Enter Departments to include: Single-character department codes to include in the report, or blank for all departments. The default is W.
Booking in Operator: Receptionist/route code
Tip: A list of valid receptionist/route codes is available from the drop-down menu.
Labour Types to Exclude: Single-character labour types to exclude from the report. The default labour types are LMNOPQRSTUVWXYZ.
WL Skills to Exclude: Workshop Loading groups to exclude from the report. The default is N.
Tick to include invoiced lines: Select to include invoiced lines in the report
RADIO BUTTONS:
Select one of the following:
Collections Only?
Loan Cars Only?
All Records: This is the default, and includes all loan cars and collections.
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. This button is not enabled when the output type is set to Display.
Add to batch: Displays an Add report to batch form in which a report may be batched for printing in a report group. This button is not enabled when the output type is set to Display.
