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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
AyaNova Sales & Support

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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