Work Order Invoice

The Work Order Invoice Report prints an invoice for a work order completed for a unit.  The invoice lists the serial number, the license number, the job codes and descriptions, labor hours and cost, the part numbers and descriptions, the quantity, unit price and extended cost of the part.  It also includes customer and billing information and a total due.

 

In the filters area enable any fields you would like to use for filtering the data to be included on the report. Note that selecting a field for a filter does not cause that field to appear on the report. It becomes a search filter only to qualify which records are included. The fields that appear on the report are shown below. To save your parameters for repeated use enter a Parameter File Name under the report title and click on Save Parameters.

 

Click on Schedule to run your report. Select your Run Interval and any associated Dates and Times. Next define your Output Destination options, save them if desired and click on Schedule. A Report Schedule Confirmation screen will appear with the Job Number Id and other output information. Proceed to the Report Bin to retrieve and view the report when it's completed.

 

Database Tables

Data Fields/Columns

Grouping/Sorting

 

 

 

Company_Main

Work Order No

Group 1

Dept_Main

Invoice Date

    Defaults to Work Order Number

Loc_Gen

Customer No

Group 2

O_Job

Unit Details

    Defaults to Job
O_Wo

Date Opened

Sort By
Udc_Main

Meter 1-M

    Defaults to Transaction Type
Unit_License

Meter 2-H

 
Wo_Detail

Date Completed

 
 

Location

 
 

Reason

 
 

Picked Up By

 
 

Job No - Description

 
 

Labor Details - Cost

 
 

Total Labor

 
 

Material Details - Cost

 
 

Total Parts

 
 

Account No

 
 

Customer

 
 

Repair Cost Summary

 
 

Remit Payment To

 
 

Amount Due

 

 

For more information see Anatomy of an M5 Report and the FleetFocus M5 Work Order Reports Guide.

 

 

 

 

 

NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.

 

Additional training and technical documents on this subject may be available in the Resource Files area.