SOURCES

The Job Order Source report allows you to analyze the effectiveness of your job order sources.

Information Report Provides:

Prints a list of job orders from a specific date range, sorted by the job order source.

Report Specifics:

The report will display the source description, the branch office, the company number, and the week-ending paid dates that were selected for the report.

Detail on the report includes the customer code, the employee name, the start date of the job order, the to-date billed hours, the pay and bill rates of the job, the mark-up, the last week-ending worked date, the dollars billed-to-date, and the job number.

The report totals the to-date hours and to-date billed dollars at the end of each source.

To begin, select the button in the Search library.

The screen will display:

Select [Job Reports Menu], the screen will display:

Select [Sources], the screen will display:

Company:

Defaults to company 01. To work with another company, key the desired company number.

Beginning W/E Paid Dates:

Key the beginning week-ending paid date for the period of job orders to be included in this report.

OR

Select a date by clicking the button (prompt and select button) to the right of dates and a calendar will display from which you may click on a date to select, and then click [OK] to key the date.

Ending W/E Paid Dates:

Key the ending week-ending paid date for the period of job orders to be included in this report.

OR

Select a date by clicking the button (prompt and select button) to the right of dates and a calendar will display from which you may click on a date to select, and then click [OK] to key the date.

Source Codes:

Key the first job order source code. You may enter up to five sources.

OR

If you do not know your choices for sources, you may print a list of your job order sources from the “Operations Area System Codes: Listings of Approved Codes” (CODELS) menu. Refer to document Menu CODELS, Item Job Order Reasons and Sources for assistance.

Number of Copies:

Defaults to 01.

OR

To print more than one copy, key the number of copies that you wish to print.

To continue, click [OK].

OR

To cancel and return to main menu, click [Exit].

If you select [OK] to continue, the screen will display:

To run this report by a single job branch code, key the branch code and press <Enter>.

OR

To process this report for ALL job branch codes, key ALL and press <Enter>.

The report AP666A can be found in your printer output queue.

If you select [Exit] to cancel during the process, the screen will display:

Click [OK] to return to main menu.