The report shows a list of all jobs, grouped by customer. It allows you to compare the scheduled price, the percentage of completion, the invoiced price, and the percentage of invoiced amounts for each Bill-to Customer.
For each customer, the amounts will be subtotaled. At the end of the report, all amounts will be totaled.
You can define what is included in the report by setting filters. You can set additional fields on the tab by clicking the Field field, then clicking the AssistButton to the right.
Fill in the fields as follows:
No.: Specify the customers to be included in the report. To see the existing customer numbers, click the Filter field, then click the AssistButton to the right.
Customer Posting Group: Specify which customer posting groups are included in the report. To see the existing customer posting group codes, click the Filter field, and then click the AssistButton to the right.
No.: Specify the numbers of the jobs to be included in the report. To see the existing job numbers, click the Filter field, then click the AssistButton to the right.
Posting Date Filter: Enter a posting date filter for the period you want the report to include.
Planning Date Filter: Enter a planning date filter for the period you want the report to include.
Blocked: Specify which actions to include or exclude from the report. The options are:
|
<Blank> |
All actions are included |
|
Posting |
Only postings for the job(s) are excluded |
|
All |
All actions are excluded |
Click the Lookup button at the lower left-hand corner of the window to see the result of the filter you have defined for the table.
Click Print to print out the report. If you want to see the report on the screen before printing, click Preview. If you do not want to print the report now, click Cancel to close the window.