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 …
Introduction to the Employee Efficiency CDV 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 …
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 …
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 …
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. …
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. …
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 …
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 …
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 …
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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