Inventory Work Orders Report Overview
The Work Orders Report screen within SapphireOne Inventory Mode generates simple report templates which can be used to prepare work order requirements for Builds and/or Kits. Reports can be generated using Report Types including Plain Paper, Summary Plain Paper, Temp, Credit Memo, Client Returns and Projects.
When the Work Orders Report is selected from the Inventory Reports Menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the report.
The user can select from the Print Destination, Report Type, Report Sort Order and Report Selection drop-down menus to determine the preferred report layout. Reports are created using a combination of the selected metrics.
Print Destination Menu
The Print Destination Menu allows the user to choose the destination for the Report, and select from the options Printer, Custom Report and Quick Report.
|Printer||Tells SapphireOne to send the report straight to the Printer.|
|Custom Report||This allows the user to create a custom designed report. Once selected SapphireOne will use this option on the Print Destination menu.|
|Quick Report||Selecting this option will open the Sapphire Quick Report function.|
|P||This prints a plain paper document for the making up of Bill of Materials or Kit items. It reports three main areas of information. It displays 1 / Transaction details, 2 / Stock requirement details, and 3 / A sign off section for your staff to authorise.|
|Summary Plain Paper||This prints a plain paper summary document for the making up of Bill of Materials or Kit items.|
Report Sort Order Menu
The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:
|No Sort||This will not apply any additional data sorting to the report.|
|By ID||This will sort the order of the data by inventory ID.|
|By Type||This will sort the order of the data by transaction type.|
|By Date In||This will sort the order of the data by the date the transaction was created.|
|By Date Due||This will sort the order of the data by the due date of the transaction.|
|By Internal Ref||This will sort the order of the data by the Internal Reference Number of the transaction.|
|By Sequence Number||This will sort the order of the data by the Sequence Number of the transaction.|
|Background Button||Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.|
|Print Button||Select this to Print the Report.|
|Cancel Button||Select this to Cancel the Report.|
|Record List Button||Selecting this button brings up a list of all inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item to be printed.|
|Options Button||The Options Button allows for even further customisation of the Report. Further details are outlined below.|
|Queue Button||Selecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print.|
The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports functionalities.