Printing Standard Serialized Reports
Printing the Workorder Journal Report
The Workorder Journal Report shows you all the parts you’ve used, including all your labor and travel charges, the machines that needed the parts, and the technicians who replaced them.
In the (EZY) screen, type J in the Report field. The Workorder Journal Report Selection screen opens.
In the Type field, type J.
In the Purge Journal field, type N.
In the Loc field, press Tab to include all locations, or enter a specific location.
Use the Sort fields to specify how the report prints. You can use the default sort, or you can specify up the three different sorts.
To accept the default sort, press Enter and go to Step 7.
Type J to sort by journal item.
Type C to sort by customer name.
Type I to sort by invoice number.
Type O to sort by order date.
Type D to sort by invoice date.
Type # to sort by type.
Type S to sort by serial number.
Type N to sort by system and subsystem numbers.
Type G to sort by serial item.
Type E to sort by equipment type.
Type ? to sort by code.
Type T to sort by service type.
Type R to sort by call number.
Type H to sort by technician.
Type M to sort by item department.
Type A to sort by state.
Type Z to sort by zip code.
Type X to sort by tax district.
Use the Break field to specify whether to begin a new page for each new group within the first sort. You can also print a subtotal at the end of the first sort.
Type Y to begin a new page for each new group within the first sort.
Type N (default) to print without page breaks for each new group.
Type S to print a subtotal at the end of the sort (without a page break).
When the cursor moves to the Invoice # field, you can begin setting limits for the report. There are no default limits.
If you are setting no limits, press Enter until the cursor moves to the Print Cost field. Go to Step 8.
To limit the journals, tab to the appropriate fields for each limit to set. Enter the beginning of the range to include in the From field, and enter the end of the range in the corresponding To field. A range of invoice dates is most commonly used to limit. When limiting to a single value, you can enter the value in the From field, and leave the To field blank. For a call to be included, it must meet all the limits you set.
Use the Print Cost field to specify which cost figure to print.
Type A to print average cost.
Type P to print pick cost.
The cursor moves to the Price field.
Type L to print list price.
Type S to print sell price.
Type N to print no price.
In the Printer field, enter the name of the printer to use.
In the Copies field, enter the number of copies to print.
The cursor moves to the Totals Only field.
Type Y to print only totals on the report.
Type N to print detail and totals on the report.
In the Records To Print field, press Tab to include every record that meets the limits you set, or specify the number of records to include.
The cursor moves to the Date field in the upper right corner of the screen. This date is used to determine the information to include. It defaults to the system date, but you can change it. Press Enter to use the system date, or enter a new date.
In the File field, press Enter.
At the Are You Sure prompt, press Enter.