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

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Type: Custom Data View

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