Standard Report Listings

Estimate

Report Name	Report Description
All Quotes By Quote Number	Supplies a report of all quotations sorted by Quote Number and Job Name.
All Quotes By Rep	This report shows all quotations sorted by Rep and Quote No.
Quote	Standard Quote Report.

Sales Order

Report Name	Report Description
Back Order	Shows all items backordered on Sales Orders.
Bookings by Due Date	Provides a report of all Sales totals (based on due date), customer name and order number.
Customer Information Report	Customer Information Report
MRP by Sales Order Required Date	MRP by Sales Order Required Date.
Open Order Report-No-Price	This report lists all open Sales Orders and the quantities by item, left on each.
Order Action	This report provides the user with the dollar values of the Sales Orders that have not been shipped.
Order Action (No Price)	Order Action (No Price)
Order Action By Customer	This report provides the user with the dollar values of the Sales Orders that have not been shipped. This report is sorted by Customer.
Order Action By Sales Person	This report provides the suer with the dollar values of the Sales Orders that have not been shipped. This report is sorted by Due Date.
Order Action Report - Daily	This report provides the user with the dollar values of the Sales Orders that have not been shipped. This report is totalled by day.
Order Confirmation	This is a sample of an Order Confirmation that your company can use as a template for designing purposes.
Order Margin Report	Display a Margin Report on Orders selected by Entry Date, Due Date/Invoice Date, or Invoice Date.
Order On Hold	Lists all Sales orders currently on hold. Provides customer information and on hold reasons.
Outstanding Orders By Item No.	Provides a report of all Outstanding Work Orders in order by Item Numbers.
Sales Order Pick List	Sales Order Pick List

Shipping

Report Name	Report Description
Late Shipment Report	Provides the user with a report that lists all late shipments by order number.
Packing Slip

Receiving

Report Name	Report Description
Item Receipts by Month	Item Receipts by Month
Receiving Log Report	Provides the user with a complete log for a selected date range, of all received shipments.

Purchasing

Report Name	Report Description
Accounts Payable Report	Accounts Payable Report.
Item Purchased - By Vendor	Provides a report of all purchase history of the selected items.
Open Items On PO	Provides a Purchase Order report: Summarized: By product and total dollars, for cash flow analysis.
Open Items on Purchase Order (by WO)	Open Items on Purchase Order (by WO)
Open Items on Purchase Order by Item	Open Items on Purchase Order by Item
Open PO by Vendors	Provides a Purchase Order report including: Vendor name, Purchase Order, Work Order, product number and due date.
Open Purchase Order By PO	Produces a Purchase Order report sorted by Purchase Order number.
Outstanding Purchase Dollar Report
Overdue PO	Provides a back order report: By P.O., by Vendor and by product.
Purchase Order	This is a sample Purchase Order that can be used as a template for designing your company's Purchase Order.
PO Without Comments	Purchase Order Without Comments
Purchase Item Report Dollars
Purchase Log Report
Purchase Order Discrepancy Report
Purchase Price Variance
Reorder Report	Supplies a list of all items that are below minimum reorder quantity. Shows amount below as well as Lead Times and Primary Vendors.
Request For Quote	Request for a quote
Request For Quote (Summary)
Vendor Evaluation Report	Vendor performance evaluation: Price, Delivery, Quality, Material rejection
Vendor Purchase History	Vendor Purchase History

Inventory

Report Name	Report Description
Hot Flag Items	Hot Flagged Items
Inventory Adjustment Report
Inventory Adjustment Report by Item
Inventory Aging Report	Inventory Aging Report by Skid ID
Inventory By Category	This report provides the user with a list of all items and quantities on hand, sorted by Category.
Inventory Transfer Pick List
Inventory Monthly Adjustments Report	Item Monthly Adjustments Report
Inventory Valuation by Location	The actual cost displayed on the inventory valuation by location report is the actual cost. If the actual cost is 0 for the inventory item, 0 will be displayed on the report.
Item Running Balance	This report provides the user with a list of items and the running balance based on allocations for P.O.'s, Sales Orders and Work Orders.
Item Valuation by Category
Location Report
Physical Inventory Worksheet	Physical Inventory Worksheet
Price Variance	Provides a report that shows the price variance between Unit Costs and Standard Costs. Listed by Item Number.
Product Line Accounts
Product Line by Category
Production Adjustments	Production Adjustments
Quantity on Hand by Item (Detail)
Quantity on Hand by Location
Reorder Cards
Transaction History	Transaction History
Transfer Log Report	Supplies the user with a complete list of all manual transfers entered into the system for a selected date range.
UOM Conversion Report	THis report provides you with the UOM conversions for Items in Inventory to their corresponding base conversion Values. *N.B: Only Items that have their UOM Conversions Set-up will appear in this report.
Usage History	Usage History
Usage Summary

Utilities

Report Name	Report Description
Integrity Check

Items

Report Name	Report Description
Bill Of Material	Bill Of Material
Engineering Change
Item Labour Tasks Sorted by Structure Order
Item Listing by Item Range	Item Listing by Item Range
Item Structure	Item Structure
Item Structure Check
Item Valuation by Location
Items by Category Report
Item Where Used Report
Multi Level Bill of Material by Item	Supplies the user with a print out of the Multi level Bill of Materials for a selected Parent Item.
Reorder Label
Single Level Bill Of Material By Item	Single Level Bill Of Material By Item.
UOM Vendor Information	This report provides you with the UOM Conversions for Items in Inventory to their corresponding Vendor's Value. *N.B: Only Items that have their UOM Conversions Set-up will appear in this report.

Invoice

Report Name	Report Description
Credit Note	Provides a print out of all the Credit Notes sorted by Credit Note.
Daily Invoice Report	Prints a list of invoices entered, grouped by customer, sort by date.
Daily Invoice Report by Customer	Prints list of invoices entered, grouped by customer, sorted by date.
Invoice	A generic Invoice sample. Can be used as a template for your company's invoice design.
Invoice Summary by Customer

Sales Analysis

Report Name	Report Description
Most / Least Profitable	Lists the Top 20 most profitable and bottom 20 least profitable customers by total profit. Total quantity, total sales, total cost, total profit and the gross margin % for each customer is displayed.
Customer Sales By Item By Month	Show total Sales for customers by Item and month. Supplies Invoice Numbers.
Daily Sales Report by Item	Shows total Sales for items by Item Number.
Item Sales By Customer	Item Sales By Customer
Item Sales By Month	Shows total Sales for items by Item Number and Quantity Sold.
Late Open Sales Order-Detailed	Shows a detailed report of all open, late Sales Orders based on order due date. Sorted by Sales Order Number.
Monthly Sales By Customer	This report shows total Sales Dollars by Customer, by Month.
Monthly Sales By Sales person	This report shows total Sales Dollars by Currency, Sales person and Invoice Number
No Charge Orders Invoiced	This report lists all No Charge orders, grouped by no charge code.
Sales And Margin by Customer
Sales By Invoice
Sales By Location	This report shows Sales dollars broken down by Location
Top 40 Customers	Supplies a list of the Top 40 Current Customers based on Sales Figures.
Top 40 Items	Supplies a list of the Top 40 Current Items based on Sales Figures.

Accounting

Report Name	Report Description
AP Accrual Report	This report provides the user with a list by receipt number and vendor, of the accumulated totals.
AP Invoice Audit List by Accounting Dept.
AP Transactions To Accounting System	AP Transactions To Accounting System
AR Invoice Audit List By Accounting Dept.	This report provides you with all the Accounts Receivable records that have been batched and the totals for these batches.
General Ledger Chart of Accounts
Invoice Audit Report	Invoice Audit Report
Posting Journal AP\GL	The Accounts Payable posting journal allows the user to view the details that have been batched to their existing accounting package.
Posting Journal AR\GL	The Accounts Receivable posting journal allows the user to view the details that have been batched to their existing accounting package.
Terms Report
Vendor Invoice Register	Vendor Invoice Register

Production

Report Name	Report Description
Assembly Audit List	Assembly Audit List
Billable Hours by Job
Completed Labour Transaction by Employee
Completed Labour Transaction by Work Order
Completed Work Orders
Details DC Employee Hours
Generic Work Order	A sample generic Work Order. Can be used as a template for your company's Work Order design.
Hot Flag Items Listing By Pull ID	Hot Flag Items Listing By Pull ID
Job Cost Work Center Hours
Job Summary List-Active Jobs
Outstanding Hours Per Job
Outstanding Orders By Work Order	Outstanding Orders by Work Order
Outstanding Pulls	Outstanding Pulls
Outstanding Work Orders by Due Date	Provides a report of all Outstanding Work Orders based on the Work Order Due Date.
Payroll Details
Payroll Summary
Time Sheet Details
Work Center Utilization Report	Provides the user with a report of total hours each Work Center is being used, based on the Schedule.
Work Order	Work Order Users will be prompted to update the Header Due Date if it is prior to the Maximum Line Due Date.
Work Order Processing Activity Log	Work Order Processing Activity Log
Work Order Pull Details	Work Order Pull Details
Work Order Routings	Displays the Routing for the Items on the selected Work Orders.
Work Order Summary	Work Order Summary
Work Order Transfers	Work Order Transfers
Work Order Costing	Work Order Costing

Data Collection

Report Name	Report Description
Down Reason Codes
Employee Hours by Work Order	Employee hours by Work Order
Employee Labels	Label report for employees to support the bar code collection features.
Employee Payroll Detail Report	Employee payroll detail report
Employee Weekly Time Sheet Detail	Weekly time sheet details for employees
Labour Variance by Employee
Labour Variance by Work Order
Payroll Summary Report	Payroll summary report
Work Center Utilization Report