Custom Data Views (CDV) Archives

Invoice/Sale/Credit/Estimate List CDV (report)

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 are outlined below:

Column Name	Form	Field	Notes
Cust:Job Name	Invoice/Sale/Credit/Estimate	Associated Transaction Customer:Job Name
Tran No	Invoice/Sale/Credit/Estimate Transaction Header	Number
Tran Date	Invoice/Sale/Credit/Estimate Transaction Header	Date
Tran Type	Invoice/Sale/Credit/Estimate Transaction Header	Type
Tran Status	Invoice/Sale/Credit/Estimate	Status
Tran Subtotal	Invoice/Sale/Credit/Estimate	Subtotal
Tran Tax	Invoice/Sale/Credit/Estimate	Tax Total
TranUseTax	Invoice/Sale/Credit/Estimate	Use Tax Total
Tran Total	Invoice/Sale/Credit/Estimate	Total
TranBalance	Invoice/Sale/Credit/Estimate	Amount Due
Date Paid	Invoice/Sale/Credit/Estimate	Calculated Field	This is the date the last payment was applied making the Invoice or Credit Memo balance zero.
TranLaborCost	Timesheets	Calculated Field	Sum of line item cost or item’s labor cost for all items that are service items marked as Used for Labor Only Note: Labor Minutes is an item preference which must be enabled and labor minutes allocated to the invoice items.
TSLaborCost	Timesheets	Calculated Field	Sum of timesheet hours times hourly rate where the Work Order is assigned to the Timesheet for the technician. These rates may be reviewed in the Job Costing Time Sheet Details CDV.
Labor Burden	Company Preferences & Timesheets	Calculated Field
Total Labor	Timesheets	Calculated Field	Sum of TSLaborCost plus Labor Burden
SA Discounts	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of all discount type line items which as Service Agreement Discount types within the transaction
Total Discounts	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of all discount type line items within the transaction
TranPartCost	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of transaction cost for all items that are not service items marked as Used for Labor Only plus TranUseTax.
TranTotalCost	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of TranTotalCost plus Total Labor Burden
GrossProfit	Invoice/Sale/Credit/Estimate	Calculated Field	Difference Tran Total minus TranTotalCost
PercGP	Invoice/Sale/Credit/Estimate	Calculated Field	Results of TranTotalCost divided by % of Tran Total
Internal Memo	Invoice/Sale/Credit/Estimate	Internal Memo
Tran Department Display	Invoice/Sale/Credit/Estimate Transaction Header	Associated Department Display
Tran Department Name	Invoice/Sale/Credit/Estimate Transaction Header	Department Name
Tran Department Alias	Invoice/Sale/Credit/Estimate Transaction Header	Associated Department Alias
Tran User Created	Invoice/Sale/Credit/Estimate	Security Label
Tran Date Created	Invoice/Sale/Credit/Estimate	Security Label
Tran User Revised	Invoice/Sale/Credit/Estimate	Security Label
Tran Date Revised	Invoice/Sale/Credit/Estimate	Security Label
From Mobile?	Invoice/Sale/Credit/Estimate	*****	Yes if created in the Aptora Mobile II application. No if created in the desktop application. No includes migrated transactions.
Cust:Job Display Name	Invoice/Sale/Credit/Estimate	Associated Transaction Customer:Job Full Name
Tran Bill To Line 1	Invoice/Sale/Credit/Estimate	Bill To Line 1
Tran Bill To Attn	Invoice/Sale/Credit/Estimate	Bill To Attn
Tran Bill To Address	Invoice/Sale/Credit/Estimate	Bill To Address
Tran Bill To Address2	Invoice/Sale/Credit/Estimate	Bill To Address2
Tran Bill To City	Invoice/Sale/Credit/Estimate	Bill To City
Tran Bill To State	Invoice/Sale/Credit/Estimate	Bill To State/Province
Tran Bill To Zip	Invoice/Sale/Credit/Estimate	Bill To Zip/Postal Code
Tran Bill To County	Invoice/Sale/Credit/Estimate	Bill To County
Tran Work Line 1	Invoice/Sale/Credit/Estimate	Work Address Line 1
Tran Work Attn	Invoice/Sale/Credit/Estimate	Work Address Attn
Tran Work Address	Invoice/Sale/Credit/Estimate	Work Address
Tran Work Address2	Invoice/Sale/Credit/Estimate	Work Address2
Tran Work City	Invoice/Sale/Credit/Estimate	Work Address City
Tran Work State	Invoice/Sale/Credit/Estimate	Work Address State/Province
Tran Work Zip	Invoice/Sale/Credit/Estimate	Work Address Zip/Postal
Tran Work County	Invoice/Sale/Credit/Estimate	Work Address County
AR Account	Invoice/Sale/Credit/Estimate	Invoice/Credit Accounts Receivable COA Affected
Account Number	Customer:Job Payment Tab	Account Number
Sales Rep	Invoice/Sale/Credit/Estimate	Associated Transaction Sales Rep Name
Sales Rep Alias	Invoice/Sale/Credit/Estimate	Associated Transaction Sales Rep Alias
Sales Rep First Name	Invoice/Sale/Credit/Estimate	Associated Transaction Sales Rep First Name
Sales Rep Last Name	Invoice/Sale/Credit/Estimate	Associated Transaction Sales Rep Last Name
TranID	Invoice/Sale/Credit/Estimate	Table ID of Transaction
CustID	Invoice/Sale/Credit/Estimate	Table ID of Customer:Job
Generated Date	Custom Data Viewer	****	Date the CDV data was generated
Generated Time	Custom Data Viewer	****	Time the CDV data was generated

Employee Efficiency CDV

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 billed on invoices. The report has “drill down” capability to open the transaction record.

Form Access

From the main menu, click Reports | Custom Data Views

Update Your CDVs

Please be sure to update your CDVs. Go to the Custom Data Viewer menu (top left). Click Check for Updates.

Open the Employee Efficiency CDV

Then, in the Custom Data Viewer, click Data Views | Employee Efficiency

Custom Data Viewer - Employee Efficiency — Custom Data Viewer – Employee Efficiency

Columns and Data Definitions – Employee Efficiency CDV

Columns and data for the Employee Efficiency Custom Data View are outlined below:

Column Name	Form	Field	Notes
WO Technician	Work Order : General Tab	Assigned To
Tran No	Invoice/Sale/Credit/Estimate	Number
Tran Date	Invoice/Sale/Credit/Estimate	Date
Tran Type	Invoice/Sale/Credit/Estimate	Type located in Title Bar
WO Minutes	Work Order : General Tab	Duration	If the work order is a multiday, the minutes are the Duration for the employee where the work order is assigned to the transaction.
WO Hours	Work Order : General Tab	Calculated Field	WO Minutes divided by 60
TS Minutes	Timesheets	Calculated Field	Sum of hours times 60 for technician where the work order is assigned on timesheet entries and the work order is assigned to the transaction
TS Hours	Timesheets	Calculated Field	Sum of hours for technician where the work order is assigned on timesheet entries and the work order is assigned to the transaction
Billed Minutes	Invoice/Sale/Credit	Calculated Field	Sum of transaction labor minutes for all items that are service items marked as Used for Labor Only Note: Labor Minutes is an item preference which must be enabled and labor minutes allocated to the invoice items.
Billed Hours	Invoice/Sale/Credit		Sum of transaction labor minutes divided by 60 for all items that are service items marked as Used for Labor Only Note: Labor Minutes is an item preference which must be enabled and labor minutes allocated to the invoice items.
Total TS Hours	Timesheets	Calculated Field	Sum of hours for the transaction where the work order is assigned on timesheet entries and the work order is assigned to the transaction
Total TS Minutes	Timesheets	Calculated Field	Sum of hours times 60 for the transaction where the work order is assigned on timesheet entries and the work order is assigned to the transaction
% of Hrs	Timesheets	Calculated Field	Percentage of hours for technician divided by the total hours for the transaction where the work order is assigned on timesheet entries and the work order is assigned to the transaction
WO Minutes Difference	Work Order/Transaction	Calculated Field	Difference of WO Minutes minus TS Minutes
WO Hours Difference	Work Order/Transaction	Calculated Field	Difference of WO Hours minus TS Hours
Billed Minutes Difference	Timesheets/Transaction	Calculated Field	Difference of Billed Minutes minus TS Minutes
Billed Hours Difference	Timesheets/Transaction	Calculated Field	Difference of Billed Hours minus TS Hours
Emp % Mins Billed	Timesheets/Transaction	Calculated Field	Percentage of % of Hrs times Billed Minutes
Emp % Hrs Billed	Timesheets/Transaction	Calculated Field	Percentage of % of Hrs times Billed Hours
Billed Efficency %	Work Order/Transaction	Calculated Field	Results of % of Hrs times Billed Minutes divided by TS Minutes
Worked Efficency %	Work Order/Transaction	Calculated Field	Results of % of Hrs times TS Minutes divided by WO Minutes
Hours Match?	Timesheets/Transaction	Calculated Field	Comparison of WO Minutes and TS Minutes
Full Name	Work Order : General Tab	Associated Assigned To Employee
Employee Alias	Work Order : General Tab	Associated Assigned To Employee
First Name	Work Order : General Tab	Associated Assigned To Employee
Middle Initial	Work Order : General Tab	Associated Assigned To Employee
Last Name	Work Order : General Tab	Associated Assigned To Employee
Employee Number	Work Order : General Tab	Associated Assigned To Employee Number
Tran Subtotal	Invoice/Sale/Credit/Estimate	Subtotal
Tran Tax	Invoice/Sale/Credit/Estimate	Tax Total
Tran Total	Invoice/Sale/Credit/Estimate	Total
% of Total	Timesheets/Transaction	Calculated Field	Results of % of Hrs times Tran Total
TranBalance	Invoice/Sale/Credit/Estimate	Amount Due
Discounts	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of all discount type line items within the transaction
Total + Discounts	Invoice/Sale/Credit/Estimate	Calculated Field	Difference of Tran Total minus Discounts
% of Total w Discounts	Timesheets/Transaction	Calculated Field	Results of % of Hrs times Total + Discounts
Tran Cost	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of transaction cost for all items that are not service items marked as Used for Labor Only.
Labor Cost	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of timesheet hours times hourly rate where the Work Order is assigned to the Timesheet for the technician. These rates may be reviewed in the Job Costing Time Sheet Details CDV.
Labor Liab	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of timesheet hours times current rate plus hours times current liability where the Work Order is assigned to the Timesheet for the technician. These rates may be reviewed in the Job Costing Time Sheet Details CDV.
Total Labor	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of Labor Cost plus Labor Liability
Labor Burden	Invoice/Sale/Credit/Estimate	Calculated Field	Value set under Edit \| Preferences \| Customer:Jobs \| Company Preferences \| Apply Labor Burden to Job Costing
Total Labor Burden	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of Labor Cost plus Labor Liability plus Labor Burden times Total Labor
% of Total Cost	Timesheets/Transaction	Calculated Field	Results of % of Hrs times Tran Cost
Total Cost w Labor	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of % of Total Cost plus Total Labor Burden
GP $	Invoice/Sale/Credit/Estimate	Calculated Field	Difference of % of Total w Discounts minus Total Cost w Labor
GP %	Invoice/Sale/Credit/Estimate	Calculated Field	Results of Total Cost w Discounts divided by % of Total w Discounts
Cust:Job Name	Invoice/Sale/Credit/Estimate	Customer:Job Name
Cust:Job Display Name	Invoice/Sale/Credit/Estimate	Customer:Job Full Name
Sales Rep	Invoice/Sale/Credit/Estimate	Tran Sales Rep
Sales Rep Alias	Invoice/Sale/Credit/Estimate	Associated Customer:Job Sales Rep Alias
Sales Rep First Name	Invoice/Sale/Credit/Estimate	Associated Customer:Job Sales Rep First Name
Sales Rep Last Name	Invoice/Sale/Credit/Estimate	Associated Customer:Job Sales Rep Last Name
Tran Department Display	Invoice/Sale/Credit/Estimate	Tran Header Dept Full Name
Tran Department Name	Invoice/Sale/Credit/Estimate	Tran Header Dept Name
Tran Department Alias	Invoice/Sale/Credit/Estimate	Tran Header Dept Alias
Tran User Created	Invoice/Sale/Credit/Estimate	Transaction Security Label
Tran Date Created	Invoice/Sale/Credit/Estimate	Transaction Security Label
Tran User Revised	Invoice/Sale/Credit/Estimate	Transaction Security Label
Tran Date Revised	Invoice/Sale/Credit/Estimate	Transaction Security Label
Bill To Address	Invoice/Sale/Credit/Estimate	Bill To Address
Bill To Address2	Invoice/Sale/Credit/Estimate	Bill To Address2
Bill To City/State/Zip	Invoice/Sale/Credit/Estimate	Bill To City, State, Zip
Bill To County	Invoice/Sale/Credit/Estimate	Bill To County
Bill To Country	Invoice/Sale/Credit/Estimate	Bill To Country
Bill To Subdivision	Invoice/Sale/Credit/Estimate	Bill To Subdivision
Work Address	Invoice/Sale/Credit/Estimate	Work Address
Work Address2	Invoice/Sale/Credit/Estimate	Work Address2
Work City/State/Zip	Invoice/Sale/Credit/Estimate	Work City, State, Zip
Work County	Invoice/Sale/Credit/Estimate	Work County
Work Country	Invoice/Sale/Credit/Estimate	Work Country
Work Subdivision	Invoice/Sale/Credit/Estimate	Work Subdivision
TranID	Invoice/Sale/Credit/Estimate	Table ID of Transaction
EmployeeID	Employee	Table ID of Employee
CustID	Customer:Job	Table ID of Customer:Job
Generated Date	Custom Data Viewer	****	Date the CDV data was generated
Generated Time	Custom Data Viewer	****	Time the CDV data was generated

Inventory Cost Review CDV

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
Tran Date	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Date
Tran Number	Transaction	Number
Tran Type	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Type located in Title Bar
Tran Date	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Date
Tran Number	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Number
Item Name	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Associated Item Name/Number
Item Type	Item	Associated Item Type
Tran Qty	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Associated Transaction Item Quantity
Tran Cost	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Associated Transaction Cost/Unit Price
AvgCost	Item Register	Calculated Field	The reported average cost for the item as of the transaction date
Cost Match?	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Calculated Field	Analysis of whether the transaction cost matches the item register reported average cost
Cost Difference	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Calculated Field	AvgCost minus Tran Cost
Expected Total Cost	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Calculated Field	AvgCost times Tran Qty
Tran Total Cost	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Calculated Field	Tran Cost times Tran Qty
Value Difference	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Calculated Field	(AvgCost times Tran Qty) minus (Tran Cost times Tran Qty)
Recommended Action		******	Proposed resolution to correction the difference calculated
Item User Created	Item	Item Security Label
Item Date Created	Item	Item Security Label
Item User Revised	Item	Item Security Label
Item Date Revised	Item	Item Security Label
Tran User Created	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Transaction Security Label
Tran Date Created	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Transaction Security Label
Tran User Revised	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Transaction Security Label
Tran Date Revised	Invoice/Sale/Credit/ Inventory Adjustment/ Serialized Adjustment	Transaction Security Label
TranID	Work Order	Table ID of Transaction
ItemID	Item	Table ID of Item Employee

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 on invoices is required to show the invoiced transactions.

Drill Down: Yes, opens purchase order.

Columns and data for the PO Reimbursables Custom Data View are outlined below:

Column Name	Form	Field	Notes
Item Name	Purchase Order	Line Item Name
PO Item Qty	Purchase Order	Line Item Qty
PO Item Cost	Purchase Order	Line Item Rate
PO Item Amount	Purchase Order	Line Item Amount
Item Manufacturer	Item	Equipment Manufacturer
Item Equip Type	Item	Equipment Type
Item Type	Item	Type
PO Vendor Name	Purchase Order	Vendor
PO Number	Purchase Order	Number
PO Date	Purchase Order	Date
PO Expected Date	Purchase Order	Expected Date
PO Memo	Purchase Order	Memo
PO Closed?	Purchase Order	Header Closed
PO Vendor Address	Purchase Order	Vendor Address
PO Vendor Address2	Purchase Order	Vendor Address 2
PO Vendor City/State/Zip	Purchase Order	Vendor City, State, Zip
PO Ship To Name	Purchase Order	Ship To Name
PO Ship To Address	Purchase Order	Ship To Address
PO Ship To Address2	Purchase Order	Ship To Address
PO Ship To City/State/Zip	Purchase Order	Ship To City, State, Zip
Customer:Job Name	Purchase Order	Line Item Customer:Job Name
Customer:Job Display	Purchase Order	Line Item Customer:Job Full Name
PO Item Description	Purchase Order	Line Item Description
PO Line Item Order	Purchase Order	Line Item Order
PO Qty Rcvd	Purchase Order	Line Item Received Qty
PO Item Closed?	Purchase Order	Line Item Closed
Receipt Date	Item Receipt/ Bill / Check /Credit Card Charge	Receipt Date
Receipt Type	Item Receipt/ Bill / Check /Credit Card Charge	Receipt Transaction Type
Receipt Ref #	Item Receipt/ Bill / Check /Credit Card Charge	Receipt Reference #
Receipt Qty	item Receipt/ Bill / Check /Credit Card Charge	Receipt Qty
Receipt Warehouse	Item Receipt/ Bill / Check /Credit Card Charge	Line Warehouse
Receipt Serial Number	Item Receipt/ Bill / Check /Credit Card Charge	Reference Number
PO Item Department Name	Purchase Order	Line Item Dept Name
PO Item Department Display	Purchase Order	Line Item Dept Full Name
Reimb?	Purchase Order	****	This field will be Yes if the line has been place on an invoice or sale using the Reimbursables option from an invoice or sale.
Invoiced?	Invoice or Sale	****	This field will be Yes if the PO Line Item has been invoiced.
Invoice Date	Invoice or Sale	Associated Invoice/Sale Date
Invoice Number	Invoice or Sale	Associated Invoice/Sale Number
PO Item WO Number	Purchase Order	Associated WO Number
PO Item WO Status	Purchase Order	Associated WO Status
PO Item WO Date	Purchase Order	Associated WO Date
POItemID	Purchase Order	Table ID for PO Item Line
ItemID	Item	Table ID for Item
POID	Purchase Order	Table ID for Purchase Order
CustID	Customer:Job	Table ID for Customer
DeptID	Department	Table ID form Department
WOID	Work Order	Table ID for Work Order
BillID	Item Receipt/ Bill / Check /Credit Card Charge	Table ID for Transaction
InvoiceID	Invoice or Sale	Tabble ID for Transaction
VendorID	Vendor	Table ID for Vendor

Customer Equipment 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.

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	Name
Department Name	Customer:Job Additional Info Tab	Department Name
Department Full Name	Customer:Job Additional Info Tab	Associated Department Full Name
Department Alias	Customer:Job Additional Info Tab	Associated Department Alias

Equipment Type	Equipment	Type
Equipment Manufacturer	Equipment	Manufacturer
Model	Equipment	Model
Serial Number	Equipment	Serial Number
Equipment Description	Equipment	Calculated Field	Estimated Cost minus Cost to Date
Equipment Location	Equipment	Calculated Field	Cost to Date divided by Estimated Cost
Install Date	Equipment
Install Age Days	Equipment	Calculated Field	Number of days from the Install Date to the date the CDV was run.
Install Age Months	Equipment	Calculated Field	Number of months from the Install Date to the date the CDV was run.
Install Age Years	Equipment	Calculated Field	Number of years from the Install Date to the date the CDV was run.
Mfg Year	Equipment	Year Mfr.
Mfg Age Years	Equipment	Calculated Field	Number of years from the Year Mfr. to the date the CDV was run.
Equipment Notes	Equipment	Notes	Notes are found under the Menu option.
General Our Warranty	Equipment	Our Warranty General
General MFG Warranty	Equipment	Manufacturer Warranty General
Our Labor Warranty	Equipment	Our Warranty Labor
MFG Labor Warranty	Equipment	Manufacturer Warranty Labor
Our Parts Warranty	Equipment	Our Warranty Parts
MFG Parts Warranty	Equipment	Manufacturer Warranty Parts
In Service	Equipment	In Service
Equipment Parent	Equipment	Parent Equipment
Service Agreement	Service Agreement	Type	The service agreement information is based on the equipment being assigned to the service agreement.
SA Term Begins	Service Agreement	Term Begins
SA Term Ends	Service Agreement	Term Ends
SA Number	Service Agreement	Number
Last Completed Work Order	Work Order : General Tab	Date
Last Work Order Details	Work Order	******	From the last work order completed, a copy of the date, technician’s name, brief description, detailed description, private notes, and technician notes.
Last Work Order Type	Work Order : Additional Info Tab	Type
Last Work Order Dept	Work Order : Additional Info Tab	Department
# Pending WO	Work Order	Calculated Field	The number of work orders for the customer which have not been completed or cancelled.
Customer:Job Display	Customer:Job	Display
Billing Parent	Customer:Job	Parent Name of child account	This is the parent name of the record. When the customer is the parent, this field will be the same as the customer name.
Company Name	Customer:Job : Address Tab	Company
DBA	Customer:Job : Address Tab	DBA
Bill To Address	Customer:Job : Address Tab	Bill To Address
Bill To Address2	Customer:Job : Address Tab	Bill To Address2
Bill To City/State/Zip	Customer:Job : Address Tab	Bill To City, State Zip
Bill To County	Customer:Job : Address Tab	Bill To County
Bill To Country	Customer:Job : Address Tab	Bill To Country
Bill To Subdivision	Customer:Job : Address Tab	Bill To Subdivision
Work Address	Customer:Job : Address Tab	Work Address
Work Address2	Customer:Job : Address Tab	Work Address2
Work City/State/Zip	Customer:Job : Address Tab	Work City, State, Zip
Work County	Customer:Job : Address Tab	Work County
Work Country	Customer:Job : Address Tab	Work Country
Work Subdivision	Customer:Job : Address Tab	Work Subdivision
Salutation	Customer:Job : Address Tab	Salutation
First Name	Customer:Job : Address Tab	First Name
Middle Initial	Customer:Job : Address Tab	Middle Initial
Last Name	Customer:Job : Address Tab	Last Name
Contact	Customer:Job : Address Tab	Contact
Phone	Customer:Job : Address Tab	Phone/Ext
Phone Ext	Customer:Job : Address Tab	Phone/Ext
Cell Phone	Customer:Job : Address Tab	Cell Phone
Fax	Customer:Job : Address Tab	Fax
Pager	Customer:Job : Address Tab	Pager
Pin	Customer:Job : Address Tab	Pin
Alt Phone	Customer:Job : Address Tab	Alt. Phone
Alt Contact	Customer:Job : Address Tab	Alt. Contact
Email	Customer:Job : Address Tab	Email
Website	Customer:Job : Address Tab	Website
Owner	Customer:Job : Address Tab	Owner
Map Code	Customer:Job : Address Tab	Map Code
Account Number	Customer:Job : Payment Tab	Account Number
Sales Rep Alias	Customer:Job :	Sales Rep Alias/Name if Vendor
Sales Rep Alias	Additional Info Tab	Sales Rep Alias/Name if Vendor
Sales Rep Name	Customer:Job :	Sales Rep Name
Sales Rep Name	Additional Info Tab	Sales Rep Name
EquipmentID	Equipment	Table ID of Equipment
ParentEquipID	Equipment	Table ID of Parent Equipment
CustomerID	Customer:Job	Table ID of Customer:Job
ParentID	Customer:Job	Table ID of Parent Record

Work Order Costing CDV

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 Assigned	Work Order : General Tab	Assigned To
Employee Alias	Work Order : General Tab	Assigned To
Customer Name	Work Order	Customer:Job
Customer Display Name	Work Order	Customer:Job
WO Date	Work Order : General Tab	Date
WO Number	Work Order	Work Order #
WO Duration	Work Order : General Tab	Duration in Minutes
WO Start Time	Work Order : General Tab	Start Time
WO End Time	Work Order : General Tab	Calculated Field	Start Time times Duration in Minutes
WO Status	Work Order	Status
WO Type	Work Order : General Tab	Work Order Type
WO Department	Work Order : Additional Info Tab	Department
WO Full Department	Work Order : Additional Info Tab	Associated Department Full Name
WO Dept Alias	Work Order : Additional Info Tab	Associated Department Alias
WO Hours	Timesheets	Calculated Field	Sum of hours for technician where the Work Order is assigned on timesheet entries
WO Labor Cost	Timesheets	Calculated Field	Sum of timesheet hours times current rate where the Work Order is assigned to the Timesheet for the technician. These rates may be reviewed in the Job Costing Time Sheet Details CDV.
WO Labor Liability	Timesheets	Calculated Field	Sum of timesheet hours times current liability rate where the Work Order is assigned to the Timesheet for the technician. These rates may be reviewed in the Job Costing Time Sheet Details CDV.
WO Total Labor Cost	Timesheets	Calculated Field	Sum of WO Labor Cost and WO Labor Liability.
Labor Price Total	Timesheets	Calculated Field	Sum of Amount for items that are service types with the Used for Labor Only option checked within the item setup Accounting Tab.
WO Parts	Work Order : Items Tab	Calculated Field	Sum of Items Estimated Cost for all items that are type Inventory Part and Non-inventory Part.
WO Equipment	Work Order : Items Tab	Calculated Field	Sum of Items Estimated Cost for all items that are type Serialized.
WO Parts Total	Work Order : Items Tab	Calculated Field	Sum of WO Parts plus WO Equipment.
WO Other	Work Order : Items Tab	Calculated Field	Sum of Items Estimated Cost for all items that are type Other Charge, Discount, and Service that are not marked as Used for Labor Only.
WO Total Cost	Work Order : Items Tab	Calculated Field	Sum of WO Labor Cost plus WO Labor Liability plus WO Parts plus WO Equipment plus WO Other.
WO Total	Work Order : Items Tab	Calculated Field	Sum of Amount for all parts.
WO GP	Work Order : Items Tab	Calculated Field	WO Total Cost minus WO Total.
WO GPM%	Work Order : Items Tab	Calculated Field	(WO Total Cost Minus WO Total) divided by WO Total times 100.
WO Brief Description	Work Order : General Tab	Brief Description (formerly Description)
WO Detailed Description	Work Order : General Tab	Detailed Description (formerly Directions/Special Instructions)
WO Private Notes	Work Order : Notes Tab	Private Notes
WO Technician Notes	Work Order : Notes Tab	Technician’s Notes (formerly Notes)
Tran Type	Invoice/Sale/Credit/Estimate	Type located in Title Bar
Tran Date	Invoice/Sale/Credit/Estimate	Date
Tran Number	Invoice/Sale/Credit/Estimate	Number
Tran Total	Invoice/Sale/Credit/Estimate	Total
Invoice Tax Total	Invoice/Sale/Credit/Estimate	Tax Total
Invoice Labor Cost	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of timesheet hours times current rate plus hours times current liability where the Work Order is assigned to the Timesheet for the technician. These rates may be reviewed in the Job Costing Time Sheet Details CDV.
Invoice Material Cost	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of Total Cost for all items that are type Inventory Part and Non-inventory Part.
Invoice Equipment Cost	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of Total Cost for all items that are type Serialized.
Invoice Other Cost	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of Total Cost for all items that are type Other Charge, Discount, and Service that are not marked as Used for Labor Only.
Invoice Total Cost	Invoice/Sale/Credit/Estimate	Calculated Field	Sum of Invoice Labor Cost plus Invoice Material Cost plus Invoice Equipment Cost plus Invoice Other Cost.
Invoice GP	Invoice/Sale/Credit/Estimate	Calculated Field	Invoice Total minus Invoice Total Cost.
Invoice GPM%	Invoice/Sale/Credit/Estimate	Calculated Field	(Invoice Total minus Invoice Total Cost) divided by Invoice Total times 100.
Cost Difference	Invoice/Sale/Credit/Estimate	Calculated Field	Invoice Total minus WO Total Cost.
Revenue Difference	Invoice/Sale/Credit/Estimate	Calculated Field	Invoice Total minus WO Total.
Invoice Details	Invoice/Sale/Credit/Estimate	Details	Details
Original Tech Name	Work Order : General Tab	Callback Label Employee Name
Company Name	Work Order	Associated Customer:Job Company
Customer Contact	Work Order : Address Tab	Contact
Phone	Work Order : Address Tab	Phone/Ext
Phone Ext	Work Order : Address Tab	Phone/Ext
Cell Phone	Work Order : Address Tab	Cell Phone
Fax	Work Order	Associated Customer:Job Fax
Alt Phone	Work Order : Address Tab	Alt. Phone
Alt Contact	Work Order : Address Tab	Alt. Contact
Email	Work Order : Address Tab	Email
Address	Work Order : Address Tab	Bill To Address
Address2	Work Order : Address Tab	Bill To Address2
City	Work Order : Address Tab	Bill To City
State	Work Order : Address Tab	Bill To State
Zip	Work Order : Address Tab	Bill Zip
Work Address	Work Order : Address Tab	Work Address
Work Address2	Work Order : Address Tab	Work Address2
Work City	Work Order : Address Tab	Work City
Work State	Work Order : Address Tab	Work Address State/Province
Work Zip	Work Order : Address Tab	Work Address Zip/Postal
Tran Sales Rep Alias	Invoice/Sale/Credit/Estimate	Associated Customer:Job Sales Rep Alias
Tran Sales Rep First Name	Invoice/Sale/Credit/Estimate	Associated Customer:Job Sales Rep First Name
Tran Sales Rep Last Name	Invoice/Sale/Credit/Estimate	Associated Customer:Job Sales Rep Last Name
Cust:Job Sales Rep Alias	Work Order	Associated Transaction Sales Rep Alias
Cust:Job Sales Rep First Name	Work Order	Associated Transaction Sales Rep First Name
Cust:Job Sales Rep Last Name	Work Order	Associated Transaction Sales Rep Last Name
WO User Created	Work Order	WO Security Label
WO Date Created	Work Order	WO Security Label
WO User Revised	Work Order	WO Security Label
WO Date Revised	Work Order	WO Security Label
Tran User Created	Invoice/Sale/Credit/Estimate	Transaction Security Label
Tran Date Created	Invoice/Sale/Credit/Estimate	Transaction Security Label
Tran User Revised	Invoice/Sale/Credit/Estimate	Transaction Security Label
Tran Date Revised	Invoice/Sale/Credit/Estimate	Transaction Security Label
WorkOrderID	Work Order	Table ID of Work Order
EmployeeID	Work Order	Table ID of Assigned To Employee
CustJobsID	Work Order	Table ID of Customer:Job
DeptID	Work Order	Table ID of Department

Tony Blanca 5 months ago

I have been with Aptora since 2012 and I truly believe they want to make sure you are successful. Their software is truly an all...Read More »

Don Thomson a month ago

I recently had the opportunity to work with one of the support agents at Aptora on two separate occasions. Jace Morrison was one of...Read More »

Stephannie Runions a month ago

Jace was fantastic today! We give him 5 Gold Stars! He was the 3rd call from support, went the extra mile to help us and...Read More »

Custom Data Views (CDV)

Invoice/Sale/Credit/Estimate List CDV (report)

Using the Invoice/Sale/Credit/Estimate List Report CDV

Employee Efficiency CDV

Introduction to the Employee Efficiency CDV

Form Access

Update Your CDVs

Open the Employee Efficiency CDV

Columns and Data Definitions – Employee Efficiency CDV

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