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. Note: You can create invoices from a work order or you can open an invoice and select work orders. These actions mark the work order as "Invoiced".
Drill Down: Yes, opens transaction type
Columns and data for the Missing Invoice Work Orders Custom Data View are outlined below:
Column Name |
Form |
Field |
Notes |
Cust:Job Name |
Invoice/Sale/Credit |
Customer:Job |
|
Tran No |
Invoice/Sale/Credit |
Number |
|
Tran Date |
Invoice/Sale/Credit |
Date |
|
Tran Type |
Form Type |
Invoice/Sale/Credit |
|
Tran Total |
Invoice/Sale/Credit |
Total |
|
Tran Department Display |
Invoice/Sale/Credit |
Associated Department Full Name |
|
Internal Memo |
Invoice/Sale/Credit |
Internal Memo |
|
Tran Department Name |
Invoice/Sale/Credit |
Department |
|
Tran Department Alias |
Invoice/Sale/Credit |
Associated Department Alias |
|
Cust:Job Display Name |
Invoice/Sale/Credit |
Customer:Job |
|
Tran Sales Rep Name |
Invoice/Sale/Credit |
Associated Transaction Sales Rep Name |
|
Tran Sales Rep Alias |
Invoice/Sale/Credit |
Associated Transaction Sales Rep Alias |
|
Tran Sales Rep First Name |
Invoice/Sale/Credit |
Associated Transaction Sales Rep First Name |
|
Tran Sales Rep Last Name |
Invoice/Sale/Credit |
Associated Transaction Sales Rep Last Name |
|
Tran Bill To Line 1 |
Invoice/Sale/Credit |
Bill To Line 1 |
|
Tran Bill To Attn |
Invoice/Sale/Credit |
Bill To Attn |
|
Tran Bill To Address |
Invoice/Sale/Credit |
Bill To Address |
|
Tran Bill To Address2 |
Invoice/Sale/Credit |
Bill To Address2 |
|
Tran Bill To City |
Invoice/Sale/Credit |
Bill To City |
|
Tran Bill To State |
Invoice/Sale/Credit |
Bill To State |
|
Tran Bill To Zip |
Invoice/Sale/Credit |
Bill To Zip |
|
Tran Work Line 1 |
Invoice/Sale/Credit |
Work Line 1 |
|
Tran Work Attn |
Invoice/Sale/Credit |
Work Attn |
|
Tran Work Address |
Invoice/Sale/Credit |
Work Address |
|
Tran Work Address2 |
Invoice/Sale/Credit |
Work Address2 |
|
Tran Work City |
Invoice/Sale/Credit |
Work City |
|
Tran Work State |
Invoice/Sale/Credit |
Work State |
|
Tran Work Zip |
Invoice/Sale/Credit |
Work Zip |
|
From Mobile? |
Invoice/Sale/Credit |
Calculated Field |
Indication of whether transaction was created from Aptora Mobile II. (Invoices Only) |
Tran User Created |
Invoice/Sale/Credit |
Transaction Security Label |
|
Tran Date Created |
Invoice/Sale/Credit |
Transaction Security Label |
|
Tran User Revised |
Invoice/Sale/Credit |
Transaction Security Label |
|
Tran Date Revised |
Invoice/Sale/Credit |
Transaction Security Label |
|
TranID |
Invoice/Sale/Credit |
Table ID of Transaction |
|
CustID |
Invoice/Sale/Credit |
Table ID of Customer:Job |
|