Type: Custom Data View Reports Included: No Description: List of Invoices, Sales, Estimates, and Credits with work order analysis information attached. This CDV is current limited to transactions for the last two (2) years. Drill Down: Yes, opens transaction (Tran Type) Description & Field Explanations 1. WO Technician – The assigned technician on the work […]
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Using the Invoice/Sale/Credit/Estimate List Report 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
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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
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Inventory Cost Review – 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
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Purchase Order Reimbursables Custom Data View (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
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How to Open the Customer Equipment Custom Data View (CDV) Report 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. Accessing the CDV: From the Main Menu, click Reports | Customer Data Views Drill Down: Yes, opens
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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.
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Locating Missing Department Entries using a Custom Data View We have created a Custom Data View report that will show you transactions where no department was selected. You may wish to locate and correct these so that you can have fully departmentalized financial statements and other reports. Tip: When you run the CDV, you can double-click
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Type: Custom Data View Data View: Missing Work Orders Invoiced Customer: Aptora Public: Yes Reports Included: No Description: List of work orders which have been completed and no corresponding invoice/sale is attached. Drill Down: Yes, opens work order. Columns and data for the Missing Work Orders Invoiced Custom Data View are outlined below: Column Name Form
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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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