This section covers reports related to Custom Data Views.

Invoice/Sale/Credit/Estimate List CDV

By |2021-07-09T00:41:35-05:00February 26th, 2021|

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

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Employee Efficiency CDV

By |2021-07-23T14:04:40-05:00February 25th, 2021|

Type: Custom Data View Reports Included: Yes Description: List of 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. Drill Down: Yes, opens

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Inventory Cost Review CDV

By |2021-07-23T14:05:25-05:00February 25th, 2021|

Type: Custom Data View 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 Name Form Field Notes Tran Date Invoice/Sale/Credit/

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PO Reimbursables CDV

By |2021-07-26T15:01:46-05:00February 23rd, 2021|

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

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Customer Equipment CDV

By |2021-07-23T14:07:43-05:00February 22nd, 2021|

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

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Resetting Inventory Counts

By |2021-07-23T11:45:41-05:00August 17th, 2020|

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.

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Work Order Costing

By |2021-07-22T13:49:58-05:00July 21st, 2020|

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

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Inventory By Warehouse Bins

By |2021-07-08T21:36:12-05:00January 13th, 2020|

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

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