This report allows the user to view information about back charges by division. Users can filter by supplier, cost code, date range, and status. The report also allows the user to view notes attached to the back charge. In the BC Notes column, click the Notes link to open the Back Charge - Notes report.

To generate the report:

1. Choose a Division from the drop-down filter. For a division-level user, this is automatically filled in with the user's division.

2. Choose from any of the other filters.

3. Click the Generate Report button. The report data appears.

4. Click on the Notes link under the BC Notes column to open the Back Charge - Notes report.

Where does that come from?

Below is a list of information in the Back Charge report and where the information comes from.

Report Filters

Division - Contains a list of all company divisions. For a division-level user, this is automatically filled in with the user's division.

Community - Contains a list of all active communities for the user (org down) that have at least one active job with a Back Charge. Defaults to All Communities. If the user selects a community, the Job filter refreshes to list all jobs in the selected community. The BC Supplier filter refreshes to list all suppliers with a back charge in the selected community.

BC Supplier - Contains a list of all suppliers that are associated to a back charge.

Job - Contains a list of all active jobs for the user’s communities that have a back charge associated. Defaults to All Jobs. If the user selects a specific job, the BC Supplier filter refreshes and lists all suppliers that are associated to a back charge in the selected job.

Account Set - Contains a list of account sets in the division.

Cost Code - Contains a list of all cost codes associated to a back charge.

BC Reason Code - Contains a list of all back charge reason codes, which is the same as the list of EPO reason codes.

Status - Allows the user to filter the list by the back charge status (Cancelled, Complete, or Pending). Defaults to All Statuses.

Date Range - From and To fields allow the user to narrow the search between dates (date the Back Charge was created).

Report Columns

BC Number - Unique number automatically assigned when the back charge is created.

Community - Community associated to the job for the BC.

Job - Job associated to the BC.

Task(s) - Task name of the EPO associated to the BC.

EPO Supplier - Supplier assigned to the EPO associated with the BC. If the BC is not associated to an EPO, nothing appears in this column.

BC Supplier(s) - All suppliers being back charged and their respective dollar amounts.

EPO Created - Date the EPO associated to the BC was created.

BC Reason Code - Displays the back charge reason code for the back charge. For stand-alone back charges, it displays the reason code chosen by the user when the back charge was created. For back charges associated to an EPO, it displays the reason code inherited from the EPO.

BC Created - Date the BC was created.

BC Notes - Hyperlink to drill down page to see all notes entered for the BC.

Cost Code - Cost code associated to the BC.

BC Status - Status of the back charge (Cancelled, Complete, or Pending).

EPO Total - Dollar amount of the EPO.

BC Total - Dollar amount of the BC.