Contracts Processing Reports

Follow the link for the report you want to view help for.

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Contract Report

Purpose

The Contract Report provides printable contracts with product amounts, total amount, and a signature block at the bottom.

Content

For each contract included, the report has three sections:

  • Header section
  • Detail
  • Signature block.

The header section includes the following:

  • An area for your company name or logo
  • Address block
  • Customer name
  • Contract number
  • List of scheduled payments (if scheduled payments exist) including:
    • Payment due date
    • Payment description
    • Amount due.

The detail section includes the following detail line information grouped by ARCode description:

  • Product
  • Fulfillment date
  • Quantity
  • Price
  • Amount
  • Credit.

The signature block contains:

  • Contract total amount
  • Two signature and date lines.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Contracts folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of contracts:
      1. Right-click the Contracts folder and select Select and Report > Contract Report from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected contracts:
      1. In the HD view, select the contracts to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Contract Report from the drop-down menu.
    • To report on a particular contract from the Contract window:
      1. In the HD view, locate and double-click the contract to report on. The Contract window opens with the contract loaded.
      2. Click and select Contract Report from the drop-down menu.
  3. Select the Options tab.

  4. To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
  5. Select the Output tab.
  6. In the Design field, look up and select the report design to use.

    There are two built-in report designs for the Contract Report:

    • Contract Report Sample
    • Contract Signing Document
  7. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

  • Contracts
  • Contract lines

 

×

Contract Lines Listing

Purpose

The Contract Lines Listing provides a list of the contract lines for the contracts set up in your system.

Content

For each contract included on the report, the listing shows:

  • contract number
  • contract description
  • status
  • contract lines.

For each contract line on the report, the listing shows:

  • line number
  • product
  • product description
  • date
  • quantity
  • price
  • amount
  • credit.

In addition, you can include one or more of the following:

  • totals
  • notes
  • memos
  • custom fields.

The following totals appear on the report:

  • record count
  • total amount
  • total credit.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Contracts > Contract Lines folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of contract lines:
      1. Right-click the Contract Lines folder and select Select and Report > Contract Lines Listing from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected contract lines:
      1. In the HD view, select the contract lines to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Contract Lines Listing from the drop-down menu.

  3. On the Options tab, mark the checkbox(es) for the additional information to include:
    • Totals
    • Notes
    • Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
    • Memos
    • Custom Fields (only visible if custom fields are set up)
  4. Select the Output tab.
  5. In the Design field, look up and select the report design to use.
  6. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

  • Contracts
  • Contract lines

 

×

Contract Payment Analysis

Purpose

The Contract Payment Analysis provides a list of the scheduled payments for the contracts in your system.

Content

For each payment included on the report, the listing shows:

  • contract number
  • invoice date
  • due date
  • payment type
  • description
  • payment status
  • invoice number
  • invoice balance
  • payment amount.

The following totals appear on the report:

  • grand totals
  • record count.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Contract Payments folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of contract payments:
      1. Right-click the Contract Payments folder and select Select and Report > Contract Payment Analysis from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected contract payments:
      1. In the HD view, select the contract payments to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Contract Payment Analysis from the drop-down menu.

  3. Select the Options tab.
  4. In the Report Title field, enter a title that summarizes the content or purpose of the report. The title appears centered at the top of each page of the report.
  5. In the Invoice Begin Date and Invoice End Date fields, enter the range of invoice dates for which to include contract payments on the report.
  6. The Include Detail checkbox is marked by default. Leave the checkbox marked to include payment detail lines on the report. Clear the checkbox to show invoice balance and payment subtotals and grand totals only.
  7. To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
  8. Select the Sorting tab.

  9. In the Available Sort Options list box, highlight the field(s) to sort the report by, then click to move your selection(s) to the Assigned Sort Options list box.
  10. If you selected multiple sort fields, use and to arrange the sort fields in the order you want them applied.
  11. If you want the report to start a new page for each change in one of the sorting options you specified, select the sorting option to break on from the Page Break Level drop-down list. If you do not want to insert page breaks, accept "(none)".
  12. If you want the report to subtotal based on one of the sorting options you specified, select the sorting option to subtotal on from the Subtotal Level drop-down list. If you do not want to show subtotals, accept "(none)".
  13. Select the Output tab.
  14. In the Design field, look up and select the report design to use.
  15. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

  • Contracts
  • Customers
  • Contract payments

 

×

Contract Payments Listing

Purpose

The Contract Payments Listing provides a list of the scheduled payments for the contracts in your system.

Content

For each contract included on the report, the listing shows:

  • contract number
  • description
  • customer
  • contract status
  • contract dates
  • payments.

For each payment included on the report, the listing shows:

  • invoice date
  • due date
  • payment type
  • description
  • payment status
  • AR invoice number
  • AR invoice balance
  • payment amount.

In addition, you can include one or more of the following:

  • memos
  • custom fields.

The following total appears on the report:

  • record count.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Contract Payments folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of contract payments:
      1. Right-click the Contract Payments folder and select Select and Report > Contract Payments Listing from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected contract payments:
      1. In the HD view, select the contract payments to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Contract Payments Listing from the drop-down menu.

  3. Select the Options tab.
  4. To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
  5. Mark the checkbox(es) for the additional information to include:
    • Memos
    • Custom Fields (only visible if custom fields are set up)
  6. Select the Output tab.
  7. In the Design field, look up and select the report design to use.
  8. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

  • Contract payments

 

×

Contract Types Listing

Purpose

The Contract Types Listing provides a list of the contract types defined in your system.

Content

For each contract type included on the report, the listing shows:

  • code
  • description.

In addition, you can include one or more of the following:

  • invoice types (charge and credit) and payment type
  • timestamps
  • memos
  • custom fields.

The following total appears on the report:

  • record count.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Setup > Contract Types folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of contract types:
      1. Right-click the Contract Types folder and select Select and Report > Contract Types Listing from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected contract types:
      1. In the HD view, select the contract types to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Contract Types Listing from the drop-down menu.
    • To report on a particular contract type from the Contract Type window:
      1. In the HD view, locate and double-click the contract type to report on. The Contract Type window opens with the contract type loaded.
      2. Click and select Contract Types Listing from the drop-down menu.

  3. On the Options tab, mark the checkbox(es) for the additional information to include:
    • Invoice Types and Payment Type
    • Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
    • Timestamps
    • Memos
    • Custom Fields (only visible if custom fields are set up)
  4. Select the Output tab.
  5. In the Design field, look up and select the report design to use.
  6. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

  • Contract types

 

×

Contracts Listing

Purpose

The Contracts Listing provides a list of the contracts defined in your system.

Content

For each contract included on the report, the listing shows:

  • contract number
  • description
  • amount
  • credit.

In addition, you can include one or more of the following:

  • contract information (customer, contractor, signatory, begin and end dates, date signed, salesperson, contract type, status, attributes, contract location, phone numbers, web address, email address)
  • contract lines (line number, product, product description, date, quantity, price, amount, credit, contract total)
  • terms (code, data type, expression)
  • scheduled payments (invoice date, due date, payment type, description, payment status, AR invoice, AR invoice balance, amount, total scheduled payments)

    If scheduled payments are included you can also include:

    • scheduled payment memos
  • payables (AP vendor, APCode, account, expression)
  • timestamps
  • memos
  • custom fields.

The following totals appear on the report:

  • record count
  • total contract amount
  • total contract credit.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Contracts folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of contracts:
      1. Right-click the Contracts folder and select Select and Report > Contracts Listing from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected contracts:
      1. In the HD view, select the contracts to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Contracts Listing from the drop-down menu.
    • To report on a particular contract from the Contract window:
      1. In the HD view, locate and double-click the contract to report on. The Contract window opens with the contract loaded.
      2. Click and select Contracts Listing from the drop-down menu.

  3. On the Options tab, mark the checkbox(es) for the additional information to include:
    • Contract Information
    • Contract Lines
    • Terms
    • Scheduled Payments
      • Scheduled Payment Memos
    • Payables
    • Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
    • Timestamps
    • Memos
    • Custom Fields (only visible if custom fields are set up)
  4. Select the Output tab.
  5. In the Design field, look up and select the report design to use.
  6. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

  • Contracts
  • Contract lines

 

×

Groups Listing

Purpose

The Groups Listing provides a list of the product groups defined in your system.

Content

For each product group on the report, the listing shows:

  • name
  • description.

In addition, you can include one or more of the following:

  • detail (products)
  • timestamps
  • memos
  • custom fields.

The following total appears on the report:

  • record count.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Setup > Product Groups folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of product groups:
      1. Right-click the Product Groups folder and select Select and Report > Groups Listing from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected product groups:
      1. In the HD view, select the product groups to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Groups Listing from the drop-down menu.
    • To report on a particular product group from the Product Group window:
      1. In the HD view, locate and double-click the product group to report on. The Product Group window opens with the product group loaded.
      2. Click and select Groups Listing from the drop-down menu.

  3. On the Options tab, mark the checkbox(es) for the additional information to include:
    • Detail
    • Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
    • Timestamps
    • Memos
    • Custom Fields (only visible if custom fields are set up)
  4. Select the Output tab.
  5. In the Design field, look up and select the report design to use.
  6. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

  • Groups
  • Products

 

×

Payment Types Listing

Purpose

The Payment Types Listing provides a list of the payment types defined in your system.

Content

For each payment type included on the report, the listing shows:

  • code
  • description
  • invoice type and description
  • ARCode and description.

In addition, you can include one or more of the following:

  • memos
  • timestamps
  • custom fields.

The following total appears on the report:

  • record count.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Setup > Payment Types folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of payment types:
      1. Right-click the Payment Types folder and select Select and Report > Payment Types Listing from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected payment types:
      1. In the HD view, select the payment types to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Payment Types Listing from the drop-down menu.
    • To report on a particular entity from the Payment Type window:
      1. In the HD view, locate and double-click the payment type to report on. The Payment Type window opens with the payment type loaded.
      2. Click and select Payment Types Listing from the drop-down menu.
  3. Select the Options tab.

  4. To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
  5. Mark the checkbox(es) for the additional information to include:
    • Memos
    • Timestamps
    • Custom Fields (only visible if custom fields are set up)
  6. Select the Output tab.
  7. In the Design field, look up and select the report design to use.
  8. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

  • Payment types

 

×

Product Types Listing

Purpose

The Product Types Listing provides a list of the product types defined in your system.

Content

For each product type on the report, the listing shows:

  • code
  • description.

In addition, you can include one or more of the following:

  • order
  • timestamps
  • memos
  • custom fields.

The following total appears on the report:

  • record count.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Setup > Product Types folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of product types:
      1. Right-click the Product Types folder and select Select and Report > Product Types Listing from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected product types:
      1. In the HD view, select the product types to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Product Types Listing from the drop-down menu.
    • To report on a particular product type from the Product Type window:
      1. In the HD view, locate and double-click the product type to report on. The Product Type window opens with the product type loaded.
      2. Click and select Product Types Listing from the drop-down menu.

  3. On the Options tab, mark the checkbox(es) for the additional information to include:
    • Order
    • Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
    • Timestamps
    • Memos
    • Custom Fields (only visible if custom fields are set up)
  4. Select the Output tab.
  5. In the Design field, look up and select the report design to use.
  6. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

  • Product types

 

×

Products Listing

Purpose

The Products Listing provides a list of the products defined in your system.

Content

For each product on the report, the listing shows:

  • code
  • description
  • product type
  • work order type.

In addition, you can include one or more of the following:

  • product information (ARCode and description, accrual/deferral account, lead time, price)
  • product groups
  • expressions
  • terms (term code and data type)
  • timestamps
  • memos
  • custom fields.

The following total appears on the report:

  • record count.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Setup > Products folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of products:
      1. Right-click the Products folder and select Select and Report > Products Listing from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected products:
      1. In the HD view, select the products to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Products Listing from the drop-down menu.
    • To report on a particular product from the Product window:
      1. In the HD view, locate and double-click the product to report on. The Product window opens with the product loaded.
      2. Click and select Products Listing from the drop-down menu.

  3. On the Options tab, mark the checkbox(es) for the additional information to include:
    • Product Information
    • Groups
    • Expressions
    • Terms
    • Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
    • Timestamps
    • Memos
    • Custom Fields (only visible if custom fields are set up)
  4. Select the Output tab.
  5. In the Design field, look up and select the report design to use.
  6. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

  • Products

 

×

Settlement Report

Purpose

The Settlement Report provides a detailed report of settlements which can be given to customers for their review or to inform them of settlement amounts. The Settlement Report can be produced before or after invoicing.

Content

For each settlement, the report shows:

  • your company name
  • your company address
  • settlement description
  • customer name and address
  • settlement date
  • contract number
  • settlement number for the indicated contract
  • attribute names and attribute values (if applicable)
  • payments
  • product types
  • total amount to be settled
  • sales tax
  • total payments
  • balance due.

For each payment on a settlement:

  • payment type.

For each product type on a settlement:

  • product type description
  • settlement lines.

For each settlement line:

  • product description
  • date
  • hours
  • quantity
  • price
  • amount
  • credit.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Settlements folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of settlements:
      1. Right-click the Settlements folder and select Select and Report > Settlement Report from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected settlements:
      1. In the HD view, select the settlements to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Settlement Report from the drop-down menu.
    • To report on a particular settlement from the Settlement window:
      1. In the HD view, locate and double-click the settlement to report on. The Settlement window opens with the settlement loaded.
      2. Click and select Settlement Report from the drop-down menu.
  3. Select the Options tab.

  4. To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
  5. Select the Output tab.
  6. In the Design field, look up and select the report design to use.
  7. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

  • Settlements
  • Settlement lines
  • Settlement payments
  • Settlement payables
  • Attributes

 

×

Settlement Lines Listing

Purpose

The Settlement Lines Listing provides a list of the settlement lines for the contracts set up in your system.

Content

For each contract included on the report, the listing shows:

  • contract line settled
  • customer
  • settlement date
  • settlement lines.

For each settlement line on the report, the listing shows:

  • line number
  • product
  • product description
  • date
  • hours
  • quantity
  • price
  • discount
  • amount
  • credit amount (when applicable).

In addition, you can include one or more of the following:

  • totals
  • custom fields.

The following total appears on the report:

  • record count.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Settlements > Settlement Lines folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of settlement lines:
      1. Right-click the Settlement Lines folder and select Select and Report > Settlement Lines Listing from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected settlement lines:
      1. In the HD view, select the settlement lines to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Settlement Lines Listing from the drop-down menu.

  3. On the Options tab, mark the checkbox(es) for the additional information to include:
    • Totals
    • Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
    • Custom Fields (only visible if custom fields are set up)
  4. Select the Output tab.
  5. In the Design field, look up and select the report design to use.
  6. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

  • Settlement lines

 

×

Settlements Listing

Purpose

The Settlements Listing provides a list of the settlements in your system.

Content

For each settlement included on the report, the listing shows:

  • number
  • description
  • customer
  • contractor
  • date

In addition, you can include one or more of the following:

  • attributes
  • lines (line number, product, description, date, hours, quantity, price, discount, amount, detail total, sales tax, total with tax)
  • payments (payment type, amount applied, refund amount, total amount applied)
  • terms (term code, data type, value)
  • payables (AP vendor, APCode, account, amount)
  • timestamps
  • memos
  • custom fields.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Settlements folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of settlements:
      1. Right-click the Settlements folder and select Select and Report > Settlements Listing from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected settlements:
      1. In the HD view, select the settlements to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Settlements Listing from the drop-down menu.
    • To report on a particular settlement from the Settlement window:
      1. In the HD view, locate and double-click the settlement to report on. The Settlement window opens with the settlement loaded.
      2. Click and select Settlements Listing from the drop-down menu.

  3. On the Options tab, mark the checkbox(es) for the additional information to include:
    • Attributes
    • Lines
    • Payments
    • Terms
    • Payables
    • Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
    • Timestamps
    • Memos
    • Custom Fields (only visible if custom fields are set up)
  4. Select the Output tab.
  5. In the Design field, look up and select the report design to use.
  6. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extensions are available for the report:

  • Settlements
  • Settlement lines

 

×

Work Order Types Listing

Purpose

The Work Order Types Listing provides a list of the work order types defined in your system.

Content

For each work order type on the report, the listing shows:

  • code
  • description.

In addition, you can include one or more of the following:

  • timestamps
  • memos
  • custom fields.

The following total appears on the report:

  • record count.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Setup > Work Order Types folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of work order types:
      1. Right-click the Work Order Types folder and select Select and Report > Work Order Types Listing from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected work order types:
      1. In the HD view, select the work order types to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Work Order Types Listing from the drop-down menu.
    • To report on a particular work order type from the Work Order Type window:
      1. In the HD view, locate and double-click the work order type to report on. The Work Order Type window opens with the work order type loaded.
      2. Click and select Work Order Types Listing from the drop-down menu.
  3. Select the Options tab.

  4. To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
  5. Mark the checkbox(es) for the additional information to include:
    • Timestamps
    • Memos
    • Custom Fields (only visible if custom fields are set up)
  6. Select the Output tab.
  7. In the Design field, look up and select the report design to use.
  8. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

  • Work order types

 

×

Work Orders Listing

Purpose

The Work Orders Listing provides a list of the work orders set up in your system.

Content

For each contract with work orders included on the report, the listing shows:

  • contract number
  • description
  • work orders.

For each work order on a contract, the listing shows:

  • work order number
  • description
  • date
  • time
  • hours
  • quantity
  • price
  • delivery indicator.

In addition, you can include one or more of the following:

  • notes
  • memos
  • custom fields.

The following total appears on the report:

  • record count.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Work Orders folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of work orders:
      1. Right-click the Work Orders folder and select Select and Report > Work Orders Listing from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected work orders:
      1. In the HD view, select the work orders to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Work Orders Listing from the drop-down menu.
    • To report on a particular work order from the Work Order window:
      1. In the HD view, locate and double-click the work order to report on. The Work Order window opens with the work order loaded.
      2. Click and select Work Orders Listing from the drop-down menu.

  3. On the Options tab, mark the checkbox(es) for the additional information to include:
    • Notes
    • Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
    • Memos
    • Custom Fields (only visible if custom fields are set up)
  4. Select the Output tab.
  5. In the Design field, look up and select the report design to use.
  6. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

  • Work orders

 

×

Work Orders Report

Purpose

The Work Orders Report produces a simple work order form for each work order in your selection.

Content

For each work order included on the report, the listing may show:

  • contract number
  • contract line
  • customer
  • work order number
  • work order type
  • attributes
  • product
  • start date and time, hours, quantity for product
  • work order date, start and end times, hours, and quantity
  • memos
  • notes
  • signature line.

Print the report

  1. In the Navigation pane, highlight the Contracts Processing > Work Orders folder.
  2. Start the report set-up wizard.
    • To report on all or a filtered subset of work orders:
      1. Right-click the Work Orders folder and select Select and Report > Work Orders Report from the shortcut menu.

      2. On the Selection tab, define any filters to apply to the data.

    • To report on specifically selected work orders:
      1. In the HD view, select the work orders to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
      2. Click and select Work Orders Report from the drop-down menu.
    • To report on a particular work order from the Work Order window:
      1. In the HD view, locate and double-click the work order to report on. The Work Order window opens with the work order loaded.
      2. Click and select Work Orders Report from the drop-down menu.
  3. Select the Options tab.

  4. To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
  5. Select the Output tab.
  6. In the Design field, look up and select the report design to use.

    There are two built-in report designs for the Work Orders Report:

    • Work Orders Report Sample 1
    • Work Orders Report Sample 2
  7. In the toolbar, click the icon for the type of output you want:
    • - Provides access to two preview options.
      • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
      • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
    • - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
    • - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
    • - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

  • Work orders

 

×

Report Email dialog

From
The email account from which to send the email. Valid options are:
  • Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
  • Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
  • Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.