Proposal Reports - New Filter
There are several ways to filter Proposal Reports.
You can filter by zone, discipline, subzone, make and phase.
There is also the ability to filter by proposal only, proposal & related change orders, and project summary.
Now you can filter proposal & related change orders and project summary by proposal status.
The button “Set” is located in the bottom right of the “Line Item Filters” box.
A pop-up allows you to select one, multiple, or all proposal statuses.
All you have to do next is choose a filtered report and click “Display Selected Report”.
Version 6.9.5.0
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.
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