WIP Report

This report scans the Work-in-Progress (WIP) 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 be 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:

1. WIP number
2. Due-in date
3. Customer name
4. Vehicle registration number
5. Name of the POS operator who orginated the WIP
6. Number of days overdue
7. Value of parts
8. Number of parts lines
9. Value of labour
10. Number of labour lines
11. Total value of parts and labour

To produce a Work in Progress report:

1. From the Rev.8 Master Menu, select the Workshop loading option and Company you require.

   The WORKSHOP LOADING MENU is displayed.

2. Select the Reports & enquiries option.

   The WL REPORTS AND ENQUIRIES menu is displayed.

3. Select the WIP report option.

   The Work in Progress Report (WL) form is displayed.

4. Complete the form and click OK.

   The report is compiled and output in the selected format.

5. Click the Close button.

   You are returned to the WL REPORTS AND ENQUIRIES menu.

Work in Progress Report (WL) Form

The Work in Progress Report (WL) form is displayed when you select the Work in progress option from the WL REPORTS AND ENQUIRIES Menu. From this form you can produce a Work-in-Progress report.

Output type: Allows you to specify the format in which the report is produced:

1. Print: Prints the report to the currently selected printer.
2. HTML: Outputs the report to file in Hyper Text Markup Language (HTML) format.
3. Display: Displays the report.

Which departments (blank=all): Enter the 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: Do you want to include work-in-progress at zero value? Yes or No. Generally, this is not required, in which case set this field to N.

Creating Operator: If you want to produce the report for a specific POS operator, enter the operator number here. By default, the report is produced for all POS operators.

Select one of the following radio buttons to determine the sequence in which records are sorted:

RADIO BUTTONS:

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. This is the 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 WL REPORTS AND ENQUIRIES menu.

Help: Displays help on the current application 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.

Related Topics:

Timed Operations