Billing Quantity History Report - Field Descriptions

Use this table for reference when completing the fields on this screen.

Field

Description

Job Customer Billing item

Enter a job number, customer code and billing item, or press Enter to include ALL on the report.

Application date

Enter the first and last application dates to include on the report, or leave these fields blank to begin printing with the earliest date and end with the current A/R processing date.

Quantity date

Enter the first and last quantity entry dates to include on the report, or leave these fields blank to begin printing with the earliest date and end with the current A/R processing date.

Batch code

Enter the batch code of pre-billing quantity entries for the Detail format, or press Enter to include ALL on the report.

Note:

Note: This selection is not applicable for the Summary format.

Application #

Enter the application number of quantities associated with specific draw applications for the Detail format, or press Enter to include ALL on the report.

Note:

This selection is not applicable for the Summary format.

Report type

Select the report type to print.

  • Billing quantity

  • Pre-Billing quantity

  • Summary quantity comparison

  • Detail quantity comparison

The billing and pre-billing quantity reports show either the actual or the engineering quantity entry, and the quantity comparison reports show the difference between the actual and engineering quantity entries.

Update status

Select the update status to be included on the report.

  • Unposted only

  • History only

  • All

Entry type

Select the entry type to be included on the report.

  • Actual quantity

  • Engineering quantity

  • All

Saved Selections

All report starting screens offer a Saved Selections bar and Save Current button that can be used to remember saved user selections the next time this report is accessed. Whenever the Saved Selections bar is available, the Date Calculator feature is also available for date, fiscal year, and fiscal period fields.

Buttons

Save Current

Located in the Saved Selections bar, click this button after you have made your report selections if you think you want to save them for future use. A widow opens that allows you to enter a name for the report "template" that you are saving, and you can set this template as your default. Additional settings allow you to share this template with other operators or to assign it as a system-wide default (thereby ensuring that everyone is seeing the same items).

Preview

After making your report selections, click this button to preview the report in PDF format. From here you can review the information and then print, save or email the file to someone else.

Export

Click this button to open the Export Report window. Here you can choose a report format (including PDF, RPT, RTF, CSV, and XLS), designate a name for the report (or accept the default name) and decide if you want the report to include auto-generated bookmarks.

My Reports

Use the My Reports window to add and maintain any custom Crystal reports. This feature can then be used in conjunction with the report filters feature to set the default report to a custom report.