The features that the REPORTS AND ENQUIRIES menu provide are of three main kinds. These are the facilities of the report generator sub-system, those of the Ad-hoc Enquiries option and the pre set reports.
Note: The usual pre-set reports are described in this topic, but the flexibility of the system may result in your system having extra pre-set options in the menu.
The facilities of the Report Generator sub-system are common to all Autoline Rev. 8 applications. These facilities allow you to create your own reports from any combination of fields on your records.
Any combination of system-generated or user-entered fields can be used to provide detailed information in reports which you yourself design. Instead of being forced to depend on a few standard reports, you can select the ones that meet your individual day-to-day requirements, or you can create special reports that solve particular problems as they arise.
A number of reports are already set up on this menu. They perform standard commercial tasks. It is important to note that these reports have themselves been set up with the Report Generator and placed on the menu. You can create and store reports of this complexity yourself using the Report Generator sub-system. These are known as the pre-set reports.
The SO REPORTS AND ENQUIRIES menu is displayed when you select the Reports & enquiries option from the POINT OF SALE menu. From this menu, you can task any report or enquiry.
Report generator: The facilities of the Report Generator sub-system are common to all Rev.8 software applications. These facilities allow you to create your own reports from any combination of the fields on your records. Any combination of system-generated or user-entered fields can be used to provide detailed information in reports which you yourself design. Instead of being forced to depend on a few standard reports, you can select the ones that meet your individual day-to-day requirements, or you can create special reports which solve particular problems as they arise.
Enquiries: Displays the SO ENQUIRIES menu. Some pre-set Ad-hoc enquiries are already set up on this menu. This is the standard utility, as provided within every module's REPORTS AND ENQUIRIES menu.
Parts stock audit menu: Displays the Parts Stock Audit Menu. From this menu a suite of diagnostic reports is available. They are designed to assist with tracing and correcting various posting errors reported on the daily PSTAU report.
Transaction enquiries: Allows you to search for a transaction based on the criteria that you specify.
After sales DOC: This report is normally run by a Timed Operation to give an overview of the daily sales activities that take place in the parts and service departments, and an indication of business and profitability levels.
After sales DOC - All branches: This report is normally run by a Timed Operation to give an overview of the daily sales activities that take place in the parts and service departments, and an indication of business and profitability levels. It is exactly the same as the After Sales DOC report except that it gives you the option to run the report across ALL warehouses, not just the currently selected warehouse.
Work in progress: This report lists, for each department, all jobs that currently have outstanding work in progress for each department. 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. The report can be set to run as part of Timed Operations, if required.
After sales statistics: This option allows you to view the productivity of the Aftersales department for parts and labour in both grid and graph formats.
Menu profitability: This program allows you to determine the profitability of menus. You have the option to print a summary of menu profitability or a detailed report, and view a breakdown of parts and labour for each menu item.
Parts status report: This report is quite similar to the Detailed parts WIP report except that it is sorted by order status. The report is designed to run as part of Timed Operations. It can be run for all or specific status codes or departments. However, lines that are invoiced are not shown. Further to this, you can also specify a cut-off date. Any lines on which the status has changed or that have been modified since the cut-off date are not included in the report.
Labour status report: This report is quite similar to the Detailed labour WIP report except that it is sorted by load status. The report is designed to run as part of Timed Operations. It can be run for all or specific departments and status codes. However, lines that are invoiced are not shown. Further to this, you can also specify a cut-off date. Any lines on which the status has changed or that have been modified since the cut-off date are not included in the report.
Till report: This report scans the Nominal Ledger invoice buffer for two prompted till account codes. The report may be used for cashing up the appropriate tills, and is normally run at close of business.
MOT (V12) report: The MOT (V12) is a legal document which must be returned to the Department of Transport with each MOT given. This option produces a computer-generated copy of this legal document to save you writing it out.
Print discount/nominal tables: This option allows you to print discount tables for a selected range of franchises, and nominal tables.
Rebuild generic RTS times: There is a check box on the Standard RTS codes file (MS.rtsco) in Company 00 called Generic rtscode. If this box is ticked, the system updates the Allowed units field on the RTS code record with the average time allowed based on all the times taken for that RTS code in POS. In this case, you can use a default RTS code which will be more accurate.
Detailed parts WIP: 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. It can be run for specific departments, or a specific WIP or account.
Detailed labour WIP: The labour detail report is much the same as the Detailed parts WIP except that it gives a detailed listing for labour on each work-in-progress record, sub-totals for each department and totals for all departments. It can be run for specific departments, or a specific WIP or account.
Diary: The report gives details of Service WIPs that are due in on a specified date.
Parts ordered on WIPs: This report displays Point-of-Sale parts lines on backorder and at statuses of SWIVCR.
Booked work for XX days: This report displays Point-of-Sale labour lines with labour booked in over the next 14 days from today. Items with a load status of M, D, C, X, S and R are not included.
Collections/Deliveries: This report displays Point-of-Sale WIP details and text for all jobs booked on a specified date with an RTS code of C/D, COL, COLL, DEL and RUN.
Amend Unordered Supplier A/C: This is an update report that runs through and modifies the Purchase Control transactions file.
Diary 7 Day Summary: This report displays Point-of-Sale WIP details for records due in up to 7 days after the date entered in prompt.
Parts Analysis: This report displays Point-of-Sale parts log showing parts sales values for WIP lines at status X or C.
Labour Analysis: This report display Point-of-Sale labour log file showing items with an invoice status equal to either X or C are selected.
Warranty Invoices Report: This report displays Point-of-Sale labour and parts transactions with a Sales Ledger sale type of W (Warranty) and Invoice status must be equal to either X or C.
WIP Details: This report displays the status of each labour and part transaction at Held or Deleted; labour awaiting Authorisation; labour Booked; parts Requisitioned; parts on Stock order; lines at Memo status./
WIP Report by Route: This report displays Point-of-Sale WIP details sorted by route code/department/WIP number. The report does not include any items that are set for deletion.
Parts Pre-Picking: This report displays Point-of-Sale WIP header file and labour lines file and gives a detailed description of parts required for work due in.
WIP value not invoiced: This report displays Point-of-Sale WIP header file, labour lines and parts lines, looking for all lines that have a payment box value outstanding and the WIP lines is at not at status X or C.
Amend Discount tables: This is an update report that changes all values of discount given on a selected discount table.
Technician Efficiency Rep: This report displays Workshop Loading resource based upon a prompted analysis code
SL POS Debts: This report displays the Sales Ledger transactions generated from the Point-of-Sale module.
Display sales analysis: This report displays the Point-of-Sale Parts Sales analysis file, and selects items to include according to the specified account or discount code.
Lab Sales Type and NL code: This report displays the Point-of-Sale labour transactions with an invoice status of X or C.
Nominal code/Permutations: This report displays Point-of-Sale nominal permutations for all Parts or Labour combinations of Franchise code, Analysis code, Sale type and Department code.
A'sales Performance Indicator: This is a generic program that requires a user-defined set-up file. The Aftersales Performance indicator file (SO.tapir) is company-specific, and resides on the SO SYSTEM MAINTENANCE menu. The file would normally be empty or need to be created by a chargeable Autoline consultant. The purpose of the file is to define departments and sale groupings for parts and labour using the analysis code on the stock part record and the labour type code defaulted by RTS codes.
Support Reports menu: Displays the SO Support Reports menu.
VHC Reports: Displays the SO VHC Reports menu containing the VHC Excel Spreadsheet extract.
