Help Category: CDVs

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Invoice/Sale/Credit/Estimate List CDV

Type: Custom Data View Reports Included: No Description: List of Invoices, Sales, Estimates, and Credits with analysis information attached. This CDV is current limited to transactions for the last three (3) years. Drill Down: Yes, opens transaction (Tran Type)   Columns and data for the Invoice/Sale/Credit/Estimate List Custom Data View are outlined below: Column Name…

Employee Efficiency CDV

Introduction Employee Efficiency CDV (Custom Data View) is a report that lists invoices, sales, and credits with the assigned work orders and labor hours associated.  This CDV also contains columns to show efficiency of the time estimated from the work orders to the hours the technician worked to the time billed on invoices. The report…

PO Reimbursables CDV

Type: Custom Data View Reports Included: No Description: List of purchase order items with a customer selected on the line entries and associated purchasing and invoicing transactions. This CDV is good for making sure the items you have purchased for a specific job have been received and subsequently invoiced.  The use of the reimbursables feature…

Customer Equipment CDV

Type: Custom Data View Reports Included: No Description: List of customer equipment with details for the last work order completed, number of pending work orders, and customer demographics. Drill Down: Yes, opens the equipment record. Columns and data for the Customer Equipment Custom Data View are outlined below: Column Name Form Field Notes Customer:Job Name Customer:Job…

Missing Invoices on Work Orders Report

Report Type: Custom Data View Report Templates Included: No Description: List of invoices, sales, and credits which have been created and no corresponding work order is attached. Usage: You may use this CDV to locate work orders that are not associated with an invoice. In other words, locate work orders that haver not been invoiced….

Resetting Inventory Counts

Introduction A common question our trainers and support experts get is “How do I remove all inventory counts and start fresh?”  There are many reasons a company may want to do this. The Balance Sheet asset account for inventory is not reconciling to the inventory valuation. The counts are not accurate on a large scale….

Inventory Cost Review CDV

Type: Custom Data View Data View: Inventory Cost Review Public: Yes Reports Included: Yes Description: List of invoices, sales, credits, and inventory/serialized adjustments with items containing costs that vary from the daily average cost. Drill Down: Yes, opens transaction type Columns and data for the Inventory Cost Review Custom Data View are outlined below: Column…

Work Order Costing

Type: Custom Data View Reports Included: Yes Description: List of Work Orders and the Invoices, Sales, Estimates, and Credits they are assigned to with costing and sales totals analysis. Drill Down: Yes, opens the work order Columns and data for the Work Order Costing Custom Data View are outlined below: Column Name Form Field Notes Technician…

Inventory By Warehouse Bins CDV

Type: Custom Data View Reports Included: No Description: Listing of all serialized and inventory parts that have an item bin entered in the item setup.  If no bin information is entered, the item will not appear in this CDV. This is by design. Drill Down: Yes, opens the item Columns and data for the Inventory…

Custom Data Views (CDV)

Introduction Custom Data Views (CDV) can be powerful tools that allow our programmers to add a variety of information to a single location for use by you. For example, if you wanted a list of Sales by Salesperson, shown by month, and grouped by job, we can add that for you. We can include a…

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