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Need help creating a Workorder Labor Summary... Expand / Collapse
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Posted 12/3/2006 7:44:51 PM
Supreme Being

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Background Information:  We need to produce a monthly Management summary report for a customer that shows all of the

service we have performed in the previous month.  This customer has multiple branches.

We need to print this report and list each workorder, the workorder category, the workorder summary, the date of service, and the workorder total labor hours, sorted by branch office, and workorder number.

The report needs to look like this:

Workorder Labor and Labor Hours Summary

                                                                                                          Net
Workorder     Workorder Category       Summary                                           Service Date    Hours
-------------   --------------------------   -------------------------------------------   ---------------   ----- 

Client1Branch1
--------------
7580            Service                           James is unable to print                      11/14/2006       .50
7586            Service                           QuickBooks' crashed                           11/17/2006       .75
7595            Administration                 Create AD user account for Victor          11/21/2006       .25

Client1Branch2
--------------
7423            Scheduled Maintenance    Exchange Server Maintenance               11/03/2006      1.00
7441            Service                           Add E-mail account for Stacey               11/09/2006        .25
7486            Installation                     Setup Savin copier for network printing   11/16/2006      1.50

Client1Branch3
--------------
7447             Service                          Kristen's' computer - Wipe & Re-install   11/10/2006      1.75

etc.                                                                                                                Total Hours: 6.00

Sunday, December 03, 2006                                                                     Page 1 of 1

We are able to get everything we need on the report except the Service Date always displays as 01/01/0001 and the Net Hours field always displays as 0.

We created the template in the Service Workorders grid.  For the Service Date we choose WorkOrderItemLabor>Service Stop Date & Time field and for the Net Hours we choose WorkOrderItemLabor>Service Rate Quantity.  These fields are the closest fields we could find available for what we need.

We prefer the Service Date to be the last Service Stop Date & Time of the last workorder labor record entry, and the Net Hours to be the workorders' total labor hours.

What we need looks really simple and straight forward on the surface but we don't seem to be able to get there.

Is there a template available you could recommend that we could use as a guideline to get the date and net hours we need or is this going to require scripting?

Thanks,
Bob

Post #2393
Posted 12/3/2006 8:33:11 PM
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Hi Bob

There is not an existing sample report template made that matches what you have listed.

Do attach a copy of the report template you have created if you would like me to take a look at it.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #2394
Posted 12/4/2006 6:06:58 AM
Supreme Being

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Joyce,

I would appreciate you taking a look at it.

Here it is.

Thanks,

Bob

Post #2396
Posted 12/4/2006 8:52:14 AM
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Hi Bob

Thank you for attaching the report template. I will take a look at it as soon as I can and post back.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #2397
Posted 12/4/2006 12:43:41 PM
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Hi Bob

Sorry but there were a number of things funky with that report template you provided - data fields were not pointing towards the WorkorderHeader dataset and subsets, more than one workorder item per workorder was not displaying, etc

I've instead recreated the basic layout of the report template and it is available via http://forum.ayanova.com/Topic2401-103-1.aspx

This report template is accessible via the Labor grid in the Service navigation pane - as from the sample you provided what you want to provide is only labor hours.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #2402
Posted 12/4/2006 9:40:10 PM
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Hi again Bob

Also posted another Labor type report template made via a detailed available for the Service Workorders grid (also at http://forum.ayanova.com/Topic2401-103-1.aspx 

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #2406
Posted 12/6/2006 10:41:09 AM
Supreme Being

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Hi Joyce,

Thank you for the templates!

The first template is good but it provides more detail than the customer wants to see on a report - every workorder item.

The second template http://forum.ayanova.com/Topic2401-103-1.aspx  is very close to what they desire.

After viewing how you summed each workorder's labor hours (that is only what we need to print out on the report) I changed my thinking to make the workorder items (details) invisible and use the WO Scheduled date for the Service Date.  Then all that needs to be figured out is how to show only the Net Hours per workorder on the report.

I know one thing that would really make this simple.  If the Report Writer folks could provide a NET 'labor' field choice similar to the present NET' dollar amounts' then all we would have to do is drag and drop.

Thank you again for your help.

Bob

Post #2415
Posted 1/13/2007 4:48:38 PM
Supreme Being

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Hi Joyce,

I have created a summary report in the format I need using the sample templates you provided "Thank You"... and through lots of persistence.

When I achieved the result I was looking for I couldn't leave well enough alone and decided I also wanted the total number of all labor hours per customer to be displayed on the report.  The only way I saw to accomplish this was through the use of scripts.  The scripts you created in the "Scheduleable User Billing & Hours Report" looked perfect for the task, however, I am unable to get an accurate total numbers of hours per customer.

Would you please take a look at my template and tell me where I am going wrong?

Thanks,

Bob

Post #2593
Posted 1/14/2007 8:26:15 AM
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Hi Bob

I downloaded your report template and imported it, and opened it in the report designer

Your report template is completely designed differently than Sample Schedulable User Billing Hours with Grand Total - you have no detailBand, your scripts are all in the GroupHeader instead of referring to the actual datafields and databand, completely different setup then the sample report template provided - resulting in there not being a way with your report template to do what you want.

If you had instead followed the format of the Sample Schedulable User Billing Hours with Grand Total sample report template, than you would have been able to utilize similar scripts provided in that sample.

As it is, your report template can not use the scripts from Sample Schedulable User Billing Hours with Grand Total to get what you want. I would not know how to script to work with the way you have designed this report template as it is not following the standards laid out in the sample report templates that I have previously provided.

I would recommend the following:

That you refer back to the Sample Schedulable User Billing Hours with Grand Total -  make a copy of it (named Client Billing Hours with Grand Total for example), and customize it with the fields you want to see.

For example, instead of groupHeaderBand1 displaying by Schedulable User - change it so it is by Client. Change the datafield xrLabel2, and in property of groupHeaderBand1 itself, change the GroupFields Collection to sort by Client, not by User.

In detailBand1, remove the data fields you do not want (Service Rate, Rate Unit, etc), and add in the ones you do (Workorder Category, Summary etc) leaving the NoChargeQuantity and Service Rate Quantity as these already are referred to in the script in the detailBand1 script property OnBeforePrint

In GroupFooter1, remove the table cells you do not want to show (Total Net For This User, etc), perhaps also changing the text of the label fields for No Charge Total and Billable Total for that client - as well as perhaps move the fields to the right so they line up under the No Charge Hours and Billable Hours from the detailBand1 band.

In ReportFooter, remove the fields for xrGrandTotal and Grand Net Total for All as this is no longer being processed.

And then you would have your report template that shows no charge hours and billable hours per client, plus a total of those two per client, and then a grand total of all billable hours and no charge hours at the very end of the report template.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #2594
Posted 1/14/2007 2:18:48 PM
Supreme Being

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Hi Joyce,

The template was not based off Schedulable User Billing Hours.  I only borrowed the scripts from the Schedulable User Billing Hours because they produced a single summary of total hours.  I was trying to get the total hours to display once per client group, and to appear to the right of the total billable and no charge hour’s columns.

I tried moving the scripts to the different bands, and I even added the band name to the scripts but the debugger kept popping up with and error that the context was invalid - I am sure this was due to my lack of C++ scripting language knowledge.

Scripting aside, the reason the total billable and no charge hours' data fields are in the group header is this was the only way I could get them to appear once in summary fashion per client group.  When I moved them into the details or footer bands I would end up with repeating rows of total hours’ summaries per client group.

I will recreate as you recommend.

I appreciate you taking a look at this and thank you for your time,

Bob

Post #2595
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