Service Order Summary

Form ID: (FS651000)

This report displays summary information about all service orders, grouped by service order type, reference number, and date. You can select service orders by customer, customer location, or any inventory item related to the service order.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, you use the following parameters to select the data to be displayed on the report:

  • Start Date: The start date for which you want to view data.
  • End Date: The end date for which you want to view data. By default, the current business date is selected.
  • Customer: The customer for which you want to view data. Leave the box blank to view data on all customers.
    The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
    • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
    • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
  • Location: The customer location for which you want to view data. Leave the box blank to view data on all customer locations.
  • Inventory: The service, non-stock item, or stock item for which you want to view data. Leave the box blank to view data on all inventory items.
  • Open Service Orders Only: A check box that indicates (if selected) that report will display service orders with the Open status only.