New Reports
Two reports have been added to SRS SmartOffice. The two reports are Invoice Cost and Delivery Cost Report.
The Invoice Cost report is located by following this path: Invoices > Reports > Invoice Cost.
This report is based on the cost of items on an invoice or the percentage of the total estimate project costs(progress invoices)
The Invoice Cost report includes the following: Date, Invoice Number, Description, Total, Payment, Balance, and Cost.
The Delivery Cost Report is located by following this path: Inventory > Inventory Reports > Delivery Cost Report.
This report is based on items that have been scanned as delivered or returned.
The Delivery Cost Report is specified by a date range.
The following are included in this report: Ticket Date, Transaction Type, Quantity, Make, Sku, and Ext. Delivery Cost.
Proposal Reports
The Reports section under Proposals has been changed and now has some new features.
There are two different type of reports: Unfiltered and Filtered.
Unfiltered Reports includes the follow reports:
Cover Only
Scope of Work Only
Terms Only
Labor Detail
Labor Breakout
Summary by Zone
Summary by Discipline
Filtered Reports includes the follow reports:
Material List
Material List without Cost
Delievered Material with Selling
Delievered Material with Zone and Discipline
Delivery Ticket by Make
Delivery Ticket by Zone w/ Barcode
Print PDF Cut Sheets
Color Selection Report
Product Transfer Sign-Off
Material Request
Dimension List
Product Status Report
Filtered Reports can be filtered by several options:
Zone
Discipline
SubZone
Make
Phase
Filtered Reports can include several options:
Show Accessories
Show Associated
Include Discount in Line Items
Include Labor in Line Items
Include Miscellaneous in Line Items
Show Prices
Proposal Only
Proposal & Related Change Orders
Project Summary
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