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 | |
Work Order : Address Tab | |||
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 |
