The Service Order Items screen, accessed by clicking the Service Orders -> Service Order Items button on the Global Navigation Bar, displays a line for each service order item across all events and all service orders. It is often used to view revenue by department or management report code or for reporting on how often a resource is used.
There are a wide variety of columns which can be displayed. For most reports, the typical fields used are:
- Description – Description of the item on the order
- U/M – Unit of measure for the item
- Units – Number of units for the item. Displays the ordered units for ordered phase items and actual units for actual phase items.
- Unit Charge – Charge per unit for the item
- Extended Charge – Total charge for all units for an item (Unit Charge x Units)
- Item Status – Status of the item
- Mgmt Rpt Code – The management report code assigned to the item
- Item Department – Department assigned to the item
The Service Order Items screen also allows for totaling and grand totaling to be used on the various charge fields such as Extended Charge. By using totaling and grand totaling along with grouping on Description, Department or Mgmt Rpt Code, you can create an on-screen report for revenue by item, department or management report code.
You can also use the various available filters. The most commonly used filters are:
- Item Status – Items equal to or within the selected item status range display.
- Item Department – Items matching the selected department(s) display.
- Date – Order – Items on orders which were placed equal to or within the entered date range display.
- Event – Items on orders assigned to the selected event display.
- Account – Order – Items on orders with the order account matching the selected account display.
- Description – Items with descriptions containing the entered value display.
- Order Item Phase – Items matching the selected order item phase(s) display.
For example, by using the date filters and/or the order item phase filters, you can create an on-screen report for revenue during a certain period of time or for actual revenue during a certain period of time.
Showing Packages and Package Items
The package name, or package header, displays on the Service Order Items screen in a bold font. Package items display as indented. Depending on how the screen is sorted and grouped, the package items may display under the package or may display in a different group or order than the package name. Items which display in blue are package items which cannot be substituted. Items which display in green are package items that can be substituted.
You can control if package items display using the Package Details filter. Select Hide Detail to not show package items, select Show Detail to show package items and select Use Resource to use the package detail setting from the resource to control the package detail display.
Comments
7 comments
Hello this is a new useful update on 20.8 - however it does not seem possible to be able to filter the items by the 'entered on date' you can filter by who entered the item - this would be useful to us to use when assessing upsells by our teams during a specific date range. There also does not seem to be filters for matching dates ie start date of function is available but end date is not ?? thanks
0 upvotes
I echo your frustration Sarah. There are quite a few windows where fields available in the grid (show columns) aren't available in the filter. We would like to see the ability to add the same columns.
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At this time those fields are not available as filters, however, you can show the columns in the grid below and then use the sorting functionality to group them as needed. If you would like to put in a enhancement request for these to show in the filter please do so at supportcenter.ungerboeck.com
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I use this report, but would like to be able to report by Order Date, rather than Start Date. Is the Order Date available in this report? I wasn't able to find it.
Or, is the Department available in the Service Orders Orders Screen (as opposed to the Items screen)?
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While in the Service Order Items window you can show columns and show the “Date-Order” column. You can then then use the sort functionality to sort by order date.
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Can you please detail the functionality and use of the Fixed checkbox? Thanks.
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Hi Sean,
When setting an order or order item to Fixed, the order or order item is fixed at that amount. Any subsequent changes to the item rate or units will not effect the total charge of the item.
When an order is marked as Fixed, then all the items (except system added taxes) in that order at that time will be marked as fixed.
When an item is marked as fixed, the billable flag or the extended charge itself cannot be edited. When ordered items have been marked as fixed, when first set of actuals are created from those ordered items, they will be the same charge as the ordered item irrespective of the actual units. If multiple sets of actuals are created, after the first all others will have zero charge. Similarly, when adding new items to a fixed order, the new items will be added with zero extended charge.
Thanks,
Maggie
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