Jobs Model
The Jobs area model allows the user to select from the Customer, Job, Job Task, Resource, Item, G/L Account and Job Ledger fields. All text, integer, decimal, option / enum and boolean fields from the Customer and Job tables are available to select on reports. With 4 Reports pre-built, you can get started as you create your own reports. Visualize in Chart view. Reports in this area support drill down, flow fields and can be filtered.
To learn more about creating reports using the designer click here
Explanation of Fields
Jobs reporting is centered around the job ledger table. In order to make reporting easier the amount and quantity fields have been expanded into fields for Resource, Item, G/L, Usage and Invoicing.
Tables
The Jobs area reports allow you to select any field from the following tables. Job, Job Task, Customer, Item,, Resource, G/L Account, Work Type.
Dimensions and Measures are available from Job Ledger
Filters
When creating reports it is important to set filters in order to get the expected results. The following filters are available
Job No, Bill-to Customer No., Blocked, Status, Job Posting Group, Project Manager, Person Responsible, Posting Date, Dimension 1,2
Text and Date Fields
The following fields are available from the Job Ledger table
Job No., Job Task No.
Document No.
Document Date, Posting Date
Resource No, Item No, G/L Account No. and Resource Group No.
Unit of Measure Code,, Location Code
Job Posting Code, Work Type Code
Customer Price Group, Shpt. Method Code
Source Code, Reason Code
Dimensions 1 through 8
Tip If reporting on any of these fields remember to set filters
Amount and Quantity Fields
The following fields are available.
The quantity field is broken out into fields based on the job ledger Type Field. They Type field has three choices, Resource, Item and G/L Account. Based on the Type field we get the following you can select from.
Resource Quantity, Resource Invoiced Quantity,
Item Quantity, Item Quantity Invoiced,
G/L Quantity, G/L Quantity Invoiced.
The amount fields are broken out into fields based on the job ledger Entry Type Fields. The Entry Type field has two options Usage and Sale. Based on the Entry Type field we get the following fields you can select from.
Entry Type = Usage
Total Cost, Total Price, Line Amount
Entry Type - Sale
Total Cost Invoiced, Total Price Invoiced, Line Amount Invoiced, Line Discount
Tip If reporting on any of these fields remember to set filters