Service Codes Analysis

This report is an analysis of service codes on invoices and credit notes over a specified period of time (see Service Codes, Repair Order - Details Tab, Sales Invoice - Details Tab, and Credit Note - Credit Details Tab). Item description information may be detailed or summarized.

Report totals include the total number of times each service code was referenced on repair invoices, sales invoices, and credit notes, and the combined total. The report is sorted by service code type, the first three service codes on each detail line, and the line item description. And it may be filtered by service code type, service code, repair technician, and business location.

Report Option Fields

Field	Description
Group	Select whether to include all service codes (the system default), only note codes, only labour codes, only shipping codes, only handling codes, only travel codes, or only field codes.
Service Code	Enter a service code for which to generate the report or leave blank for all service codes.
Technician	Enter or select the repair technician for whom to generate the report or leave blank for all technicians.
Bus. Location	Enter or select the business location for which to generate the report or leave blank for all business locations. This report option is not available in the Repair Lite and Repair Micro editions.
Type	Select whether to print a detailed report (the system default), or a summary report.
Date Range	Enter or select the starting date for records to include on the report or leave blank for all records before the ending date. Also enter or select the ending date for records to include on the report or leave blank for all records after the starting date. The date range is based on the invoice or credit note date. For repair orders the invoice date is the same as the repair completed date.

 

Records are included on the report if the entered service code is found as a whole word anywhere in the Code column of the repair invoice, sales invoice, or credit note details. Further, repair invoices are only included on the report if they have a repair status equivalent to either “(Repaired) Awaiting Shipment from Repair Vendor”, “(Repaired) Awaiting Pickup by/Shipment to Customer”, or “(Repaired) Returned to Customer” (see Repair Invoice     Statuses). Parts detail line types are not included on the report.

If descriptions for a service code vary from detail line to detail line then when printing a summary report the most commonly used description will be listed.

This report is available only for licensed users of version 2.4 and higher, and is not available in the Retail SQL and Retail editions. The Sales column is not available in the Retail Micro edition.

More:

Subcontracted Repair Orders Awaiting Estimate