|
The Autopay Status Report shows any autopay tasks for a specified user,
job status, job, autopay status, approval dates and order number. Autopay
tasks are tasks that are flagged from the accounting system as eligible
for autopay.
To generate the report:
Click the Job User
field and select the appropriate user Click the Job field
and select the appropriate job name and/or Job
Status. Click the Autopay Status
field and make the appropriate selection. In the Approval Dates
fields, type the appropriate date range. In the Order Number
field, type the order number for the task. Click the Generate
Report button.
Where does that come from?
Below is a list of information in the Autopay Status report and where
the information comes from.
Report
Filters
Job User - Defaults
to user running the report, but any job user can be selected. This is
a list of users currently assigned to an active job.
Job - Defaults
to all jobs, but a specific job can be selected from the list. This is
a list of all active jobs.
Job Status - Defaults
to Active but other job status' can be selected.
Autopay Status - Defaults to all, but other status' can be
selected to see tasks for a specific auto-pay status.
Approval Dates - These
are free form text fields where a range of dates can be entered to narrow
the search. The dates default to a one week range based on the current
date. For example, if the current date is 4/1/2005, the range would be
3/25/2005 &endash; 4/1/2005. Using the date range would look for autopay
eligible tasks approved within the dates specified.
Order Number - This
is a free form text field where a specific order number can be entered.
This field can be used to narrow the report to an individual order numbers.
Report
Columns
Task Name - Name
of autopay task. The order number associated to the task is in parenthesis.
Stage - Name
of the stage in the job schedule where the task is located.
Start Date - This
is the adjusted start date of the task from the job schedule.
Supplier - Supplier
of vendor assigned to the task.
Est Total - Estimated
total cost of the order or PO.
Autopay Status -
Autopay status of the task.
|