Help:JM1-Select Jobs Report
This report is used to zoom in on a specific sub-set of jobs. It will give you the option to select jobs based on Job Number, Gross Profit Percentage, Date of Job, Branch, Job Source, Job Type, Job Sub-Type, Sales Agent, Driver, and/or Customer. This report will display or print the jobs matching the selection criteria you enter on the Job Cost Report Selections window. This window enables you to set up selection criteria for the Selected Jobs Report. This enables you to abstract pertinent information about the various jobs by viewing them based on different criteria.
Include Jobs Between: Enter here the spread of job numbers to be included in this listing. To include All Jobs, use `1' for the first job and `999999999' for the last job.
With a Gross Profit % of: If you wish to include all jobs, then enter 100.00%. If you wish to see those jobs whose gross profit was 20% or less, then enter 20.00%.
Include Beginning Dates: If you wish to include all jobs, then enter dates of 00/00/0000 through 12/31/2099. If you wish to limit the report to a selected range of dates (Job Started Dates), then enter those dates here. The [?] to the right of each date field will activate the Pop-up Calendar which can be used to enter this date. Also, the up/down arrows to the right of each date field can be used to change the date entered in the field up/down one day at a time.
Branch: If you wish to include all Branches, then leave this field blank. If you wish to include jobs for one branch only, then enter that branch number here. The selected branch name will display to the right of this field. Press the [?] to the right of this field to access the current Company Branch File where you may Select an existing branch, Insert a new branch, or Change an existing branch. For more information on the Company Branch File, see Select Company Branch.
Shipment Source: If you wish to include all shipment sources, then leave this field blank. If you wish to include jobs for one shipment source only, then enter that shipment source here. The selected shipment source name will display to the right of this field. Press the [?] to the right of this field to access the current Shipment Source File where you may Select an existing shipment source, Insert a new shipment source, Change an existing shipment source, or Delete an existing shipment source. For additional information on the Shipment Source File, see Select Shipment Source.
Shipment Type: If you wish to include all shipment types, then leave this field blank. If you wish to include jobs for one shipment type only, then enter that shipment type here. The selected shipment type name will display to the right of this field. Press the [?] to the right of this field to access the current Shipment Type File where you may Select an existing shipment type, Insert a new shipment type, Change an existing shipment type, or Delete an existing shipment type. For additional information on the Shipment Type File, see Select Shipment Type.
Shipment Sub-Type: If you wish to include all shipment sub-types, then leave this field blank. If you wish to include jobs for one shipment sub-type only, then enter that shipment sub-type here. The selected shipment sub-type name will display to the right of this field. Press the [?] to the right of this field to access the current Shipment Sub-Type File where you may Select an existing shipment sub-type, Insert a new shipment sub-type, Change an existing shipment sub-type, or Delete an existing shipment sub-type. For additional information on the Shipment Sub-Type File, see Select Shipment Sub-Type.
Sales Agent: If you wish to include all sales agents, then enter `0' (zero) in this field. If you wish to include jobs for one agent only, then enter that sales agent's number here. The selected agent's name will display to the right of this field. Press the [?] to the right of this field to access the current Commission Agent File where you may Select an existing agent, Insert a new agent, or Change an existing agent. For additional information, see Select Sales Agent.
Driver: If you wish to include all drivers, then enter `0' (zero) in this field. If you wish to include jobs for one driver only, then enter that driver's number here. The selected driver's name will display to the right of this field. Press the [?] to the right of this field to access the current Commission Agent File where you may Select an existing driver, Insert a new driver, or Change an existing driver. For additional information, see Select Driver.
Bill To (Customer): If you wish to include all Customers, then enter `0' in this field. If you wish to include jobs for one Customer only, then enter that Customer's number in this field. The Customer's name will be displayed to the right of this field. Press the [?] to the right of this field to access the current Customer Name File where you may Select an existing customer, Insert a new customer, or Change an existing customer. For additional information, see Select an IBS Customer.
[ Summary Report ] Press this button to process a Summary Report based on your selection criteria. This will open a window titled Print Selected Jobs Summary Report. There are four buttons on this window, as follows:
[ Select Printer ] Press this button to select the printer -- You must select the printer before you press either the [Print Portrait] or [Print Landscape] button to generate the report.
[ Print Portrait ] Press this button to begin processing your report. The report will be listed on the screen in a Report Preview window for easy viewing and rapid access to the information. If needed, you may then print all or a portion of the report to the printer you have already selected and the report will be printed in a Portrait Orientation on the paper. For additional information on printing, see Report Preview.
[ Print Landscape ] Press this button to begin processing your report. The report will be listed on the screen in a Report Preview window for easy viewing and rapid access to the information. If needed, you may then print all or a portion of the report to the printer you have already selected and the report will be printed in a Landscape Orientation on the paper. For additional information on printing, see Report Preview.
[ Cancel ] Press this button to return to the Job Cost Report Selections window without generating a Summary Report.
[ Close ] Press this button to close this window without processing a report.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
[ Detail Report ] Press this button to process a Detail Report based on your selection criteria. This will open a window titled Print Selected Jobs Detail Report. There are four buttons on this window, as follows:
[ Select Printer ] Press this button to select the printer -- You must select the printer before you press either the [Print Portrait] or [Print Landscape] button to generate the report.
[ Print Portrait ] Press this button to begin processing your report. The report will be listed on the screen in a Report Preview window for easy viewing and rapid access to the information. If needed, you may then print all or a portion of the report to the printer you have already selected and the report will be printed in a Portrait Orientation on the paper. For additional information on printing, see Report Preview.
[ Print Landscape ] Press this button to begin processing your report. The report will be listed on the screen in a Report Preview window for easy viewing and rapid access to the information. If needed, you may then print all or a portion of the report to the printer you have already selected and the report will be printed in a Landscape Orientation on the paper. For additional information on printing, see Report Preview.
[ Cancel ] Press this button to return to the Job Cost Report Selections window without generating a Summary Report.
