Work Ticket Item Sourcing Report Getting Started Guide

Work Ticket Item Sourcing Report 

What’s New?

A new Work Ticket Item Sourcing Report that displays the purchasing information of work ticket items. This report includes the ability to make in-line modifications of Job Tags, Source, and Notes for work ticket items. These modifications can be created for individual items or simultaneously for all items included in a work ticket. This will increase your ability to track and organize sourced and purchased items that are needed before the start of a job. 

Additionally, you also have the option to export and print out a landscape orientation of the report after using the report filters you need to build out the list that you need to display. 

Requirements

Permissions

• You must have the following permissions enabled under your user role to view this report: 
  • View Revenue
  • View Work Ticket Item Sourcing to view and customize the Work Ticket Item Sourcing Report. 

Manage a Work Ticket Item Sourcing Report

After you have the right permissions enabled under your user role, you will find this report by taking the following steps: 

1. Go to the Reports module. 
2. Click on Standard Reports. 
3. Click on Work Ticket Sourcing under the Production report header. 

Navigating a Work Ticket Item Source Report 

1. Title Header - the Work Ticket Item Sourcing header will appear as the general title for all reports printed or exported. 
2. Report Fields/Filters 
   1. OPP #- opportunity number to which the work ticket purchasing items belong.
   2. OPP Name - opportunity name to which the work ticket purchasing items belong.
   3. Work Ticket # - work ticket number. 
   4. Item Name - the name of the item.
   5. Unit - Measurement type of the item.
   6. QTY - (quantity) The number of units of the item.
   7. Scheduled Date - Work ticket scheduled date.
   8. Sales Associate - Sales representative for the opportunity.
3. Modifiable Report Fields 
   1. Job Tag - text field that allows you to mark a work ticket based on a specific attribute. 
   2. Source - enables you to indicate whether an item will be pulled from an inventory location or needs to be purchased by a vendor. 
      1. The dropdown will only display active vendors and inventory locations from the same branch as the opportunity if the branch override feature is enabled or from the property that the opportunity is under if the branch override is not enabled. 
   3. Notes- list additional information to associate with a purchasing item.  
4. Save changes. 
5. More Actions Menu
   1. Update Report Filters 
   2. Export to Excel 
   3. Print
6. Expand or collapse the opportunity section 

Keep in Mind

• Within modifiable fields, all items within one opportunity can be updated in bulk by making changes in the section header. This header line also contains the option to collapse or expand an opportunity section.

• To change an individual opportunity section, expand the section and input data in the correct cell that corresponds with the entry line of the item.   
• Any information that you add or change in one of the modifiable report fields will appear in front of a yellow highlighted background that disappears once the changes are saved. 
• Use the report filter to customize the information that you want to see displayed in your report.

Updating Report Filters

Use the Report Filters modal to customize the information that you want to see displayed in your report to best reflect the needs of your company.

Printing Work Ticket Item Sourcing Report

• Go to the More Actions menu and click print to see a landscape PDF preview of the report that you have filtered and displayed in Aspire. 
• The option to print will be disabled when there is no data on the report. 
• In addition to the default layout for this report, you can create and use report layouts you have created if you have access to the Web Report Designer. 

Keep in mind 

Ensure that you disable pop-up blockers so that you can view a print preview. 

Exporting a Work Ticket Item Sourcing Report

You can export the reports you curate so that the data can be displayed in an Excel format. All sections on the report expanded or condensed will be included in the Excel spreadsheet. Below is an example of how your spreadsheet will appear.