Mini Report Guide
Report Sampling
Version 24.x
Last Modified 24.0 | March 2024
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Mini Report Guide - Report Sampling
Version 24.x
Last Modified 24.0 | March 2024
Contents
1. Billing Account Detail...........................................................................................................1
2. Billing Account Summary ....................................................................................................2
3. Billing Department Detail .....................................................................................................3
4. Billing Department Summary...............................................................................................4
5. Billing History Summary ......................................................................................................5
6. Financial Account Distribution Allocation..........................................................................6
7. Billing Invoice........................................................................................................................7
8. Billing Replacement Fund....................................................................................................8
9. Billing Unit Detail ..................................................................................................................9
10. Billing Variance ...................................................................................................................10
11. Activity Usage Exceptions .................................................................................................11
12. Tech Spec Job Labor Analysis..........................................................................................12
13. Tech Spec Job Part Analysis.............................................................................................13
14. Tech Spec Part History.......................................................................................................14
15. Commercial Activity............................................................................................................15
16. Commercial Direct Journal ................................................................................................16
17. Commercial Indirect Journal..............................................................................................17
18. Commercial Purchasing Cost Report ...............................................................................18
19. Commercial Service Order.................................................................................................19
20. Commercial Service Order Detail ......................................................................................20
21. Commercial Service Purchase Order................................................................................21
22. Commercial Vendor History...............................................................................................22
23. Department Class Target History ......................................................................................23
24. Department Lease Assignment .........................................................................................24
25. Department Lease Forecast...............................................................................................25
26. Department Lease Summary..............................................................................................26
27. Department Unit Utilization and Cost Summary ..............................................................27
28. Owning Department Class Summary................................................................................28
29. Owning Department Cost History......................................................................................29
30. Owning Department Lease Summary ...............................................................................30
31. Owning Department PM Summary ....................................................................................31
32. Using Department Class Summary ...................................................................................32
33. Department Use Cost Summary ........................................................................................33
34. Using Department Lease Summary...................................................................................34
35. Using Department Cost History.........................................................................................35
36. Unit Status by Department.................................................................................................36
37. Department WO Production Summary..............................................................................37
38. Department Summary.........................................................................................................38
39. Department Unit Count.......................................................................................................39
40. Employee Course Summary ..............................................................................................40
41. Employee Training Transcript ...........................................................................................41
42. Product Tank Reconciliation..............................................................................................42
43. Product Commercial Issue Journal...................................................................................43
44. Product Issue Journal ........................................................................................................44
45. Product Issue Summary.....................................................................................................45
46. Product Receipt Journal.....................................................................................................46
47. Product Receipt History .....................................................................................................47
48. Product Sticking..................................................................................................................48
49. Product Stick Reconciliation .............................................................................................49
50. Product Transaction Journal .............................................................................................50
51. Product Issue Transactions...............................................................................................51
52. Product Issue Unit/ Dept. Transactions............................................................................52
53. Product Orders....................................................................................................................53
54. Product Unit Summary .......................................................................................................54
55. Product Unit UPQ................................................................................................................55
56. Product UPQ History ..........................................................................................................56
57. Tech Spec Items..................................................................................................................57
58. Unit Items by Item ...............................................................................................................58
59. Unit Items.............................................................................................................................59
60. Unit Spec Item .....................................................................................................................60
61. Labor Approval Journal......................................................................................................61
62. Labor Direct Journal...........................................................................................................62
63. Labor Employee MCC System Analysis ...........................................................................63
64. Labor Indirect Journal ........................................................................................................64
65. Labor Journal ......................................................................................................................65
66. Labor Location Productivity ..............................................................................................66
67. Labor Location Productivity Summary .............................................................................67
68. Labor Job Analysis.............................................................................................................68
69. Labor Employee Scorecard................................................................................................69
70. Labor Timesheet .................................................................................................................70
71. Labor Time Summary .........................................................................................................71
72. Location Class Summary ...................................................................................................72
73. Location Cost Summary.....................................................................................................73
74. Location Job Priority Status ..............................................................................................74
75. Location Labor Productivity ..............................................................................................75
76. Location Labor Standard....................................................................................................76
77. Location Period PM Summary ...........................................................................................77
78. Location Period WO Summary ..........................................................................................78
79. Location PM Summary .......................................................................................................79
80. Location Reason Summary................................................................................................80
81. Location YTD PM Summary ...............................................................................................81
82. MCMS Fuel Issue History ...................................................................................................82
83. MCMS Inventory Movement ...............................................................................................83
84. MCMS Repair History..........................................................................................................84
85. Motor Pool Dispatch Ticket................................................................................................85
86. Motor Pool Invoice..............................................................................................................86
87. Motor Pool Over Due ..........................................................................................................87
88. Motor Pool Summary..........................................................................................................88
89. PMM Trend Comparison.....................................................................................................89
90. PMM Trend Comparison report .........................................................................................90
91. Inventory ABC Class Assignment.....................................................................................91
92. Inventory ABC Class Assignment History........................................................................92
93. Inventory List by Bin...........................................................................................................93
94. Inventory Consignment Parts............................................................................................94
95. Inventory Consignment Usage ..........................................................................................95
96. Inventory Core (Track) Return ...........................................................................................96
97. Inventory Count Sheet by Part...........................................................................................97
98. Inventory Count Sheet by Bin............................................................................................98
99. Inventory Custom Part Pick List........................................................................................99 100.Inventory Department Part Charge ................................................................................100 101.Inventory Direct Account Part Charge...........................................................................101 102.Inventory Full Journal .....................................................................................................102 103.Inventory Inactivity ..........................................................................................................103 104.Inventory Indirect Journal...............................................................................................104 105.Inventory Issue Journal...................................................................................................105 106.Inventory Location Catalog.............................................................................................106 107.Inventory Master Part Catalog........................................................................................107 108.Inventory Non-Stock Journal..........................................................................................108 109.Inventory Non-Stock Promotion.....................................................................................109 110.Inventory Parts Packing Slip ..........................................................................................110 111.Inventory Auto Request Generator ................................................................................111 112.Part Inventory by Storeroom ..........................................................................................112 113.Inventory Parts Issue Audit Ticket.................................................................................113 114.Inventory Parts on Order.................................................................................................114 115.Inventory Part Tech Spec History ..................................................................................115 116.Inventory PI Accuracy .....................................................................................................116 117.Inventory Parts on Order.................................................................................................117 118.Inventory Part/Tech Spec History ..................................................................................118 119.Inventory Pick List...........................................................................................................119 120.Inventory Pick Ticket.......................................................................................................120 121.Inventory PI Count...........................................................................................................122 122.Inventory PI Count Variance ...........................................................................................123 123.Inventory PI Variance ......................................................................................................124 124.Inventory PO Backorder..................................................................................................125 125.Inventory PO Contract UP...............................................................................................126 126.Inventory Purchase Order...............................................................................................127 127.Inventory Purchase Order Core......................................................................................128 128.Inventory Put Ticket.........................................................................................................129 129.Inventory Quote ...............................................................................................................130 130.Inventory Receipt Journal...............................................................................................131 131.Inventory Reconciliation Detail ......................................................................................132 132.Inventory Vendor Reorder...............................................................................................133 133.Inventory Reorder by Location.......................................................................................134 134.Inventory Reorder by Location by Vendor ...................................................................135 135.Inventory Requisition Parts ............................................................................................136 136.Inventory Requisition Report..........................................................................................137 137.Inventory Reserves..........................................................................................................138 138.Inventory Reserves Value ...............................................................................................139 139.Serialized Parts Inventory Report ..................................................................................140 140.Inventory Spec Parts .......................................................................................................141 141.Inventory Stock Journal ..................................................................................................142 142.Inventory Storeroom........................................................................................................143 143.Inventory Supply Distribution.........................................................................................144 144.Inventory Supply Distribution Audit Ticket...................................................................145 145.Inventory Transfer ...........................................................................................................146 146.Inventory Transfer Pick ...................................................................................................147 147.Inventory Transfer Status ...............................................................................................148 148.Inventory Transfer Ticket................................................................................................149 149.Inventory Unit Charge Journal .......................................................................................150 150.Inventory Value ................................................................................................................151 151.Inventory Value Core .......................................................................................................152 152.Inventory WO Charge Journal ........................................................................................153 153.Unit Aging.........................................................................................................................154 154.Unit Indirect Allocation History ......................................................................................155 155.Unit Assignment ..............................................................................................................156 156.Unit Assign History..........................................................................................................157 157.Unit Brief...........................................................................................................................158 158.Unit Capitalization Journal..............................................................................................159 159.Unit Capital Journal .........................................................................................................160 160.Unit Classification............................................................................................................161 161.Unit Status by Class ........................................................................................................162 162.Unit / Component Association........................................................................................163 163.Unit Component Inventory..............................................................................................164 164.Unit Cost Analysis ...........................................................................................................165 165.Unit Cost History..............................................................................................................166 166.Unit Cost History Display................................................................................................167 167.Unit Cost Use Display......................................................................................................168 168.Unit Cost Use Summary ..................................................................................................169 169.Unit Depreciation .............................................................................................................170 170.Unit Depreciation Journal ...............................................................................................171 171.Unit Downtime..................................................................................................................172 172.Unit Fixed Asset...............................................................................................................173 173.Unit Fiscal Year Utilization..............................................................................................174 174.Unit Identification.............................................................................................................175 175.Unit Job Cost History ......................................................................................................176 176.Unit Job History ...............................................................................................................177 177.Unit License Permit Expiration.......................................................................................178 178.Unit Work Order History..................................................................................................179 179.Unit / Component Current Meter Readings ...................................................................180 180.Unit / Component Meter Journal ....................................................................................181 181.Unit Meter Monitor ...........................................................................................................182 182.Unit Maintenance Cost History.......................................................................................183 183.Unit Off-Road Inventory ..................................................................................................184 184.Unit Ownership Cost .......................................................................................................185 185.Unit Parking Spot.............................................................................................................186 186.Unit Fiscal Year Cost Summary......................................................................................187 187.Unit Physical Count.........................................................................................................188 188.Unit Inventory Verification ..............................................................................................189 189.Unit PM Jobs Due ............................................................................................................190 190.Unit PM Summary ............................................................................................................191 191.Unit Product Configuration.............................................................................................192 192.Unit Product History ........................................................................................................193 193.Unit Purchase Summary .................................................................................................194 194.Unit Purge.........................................................................................................................195 195.Unit Job Reason History .................................................................................................196 196.Unit Job Reason Summary .............................................................................................197 197.Unit Replacement Summary ...........................................................................................198 198.Unit Salvage Summary ....................................................................................................199 199.Unit Status ........................................................................................................................200 200.Unit Status History...........................................................................................................201 201.Unit PM Jobs Due ............................................................................................................202 202.Unit Standard Job Status ................................................................................................203 203.Unit Usage ........................................................................................................................204 204.Unit Warranty Terms........................................................................................................205 205.Vendor History .................................................................................................................206 206.Work Order Accident Entry.............................................................................................207 207.Work Order Accident Job Cost.......................................................................................208 208.Work Order Aging............................................................................................................209 209.Closed Work Order Analysis ..........................................................................................210 210.Work Order Assigned Jobs.............................................................................................211 211.Work Order Campaign Job Cost ....................................................................................212 212.Work Order Closed Summary........................................................................................213 213.Commercial Repair Purchase Order ..............................................................................214 214.Work Order Cost Detail ...................................................................................................215 215.Work Order Cost Summary.............................................................................................216 216.Work Order Detail ............................................................................................................217 217.Work Order Detail Warranty............................................................................................219 218.Work Order Job Query ....................................................................................................220 219.Work Order Invoice..........................................................................................................221 220.Work Order Invoice Fixed ...............................................................................................223 221.Work Order Job Cost History .........................................................................................224 222.Work Order Job Worksheet ............................................................................................225 223.Work Order Job Reason History ....................................................................................227 224.Work Order Maintenance Appointment .........................................................................228 225.Work Order Next PM Due Barcode.................................................................................229 226.Open Work Order Report ................................................................................................230 227.Work Order Open Jobs Report.......................................................................................231 228.Work Order Part Tag........................................................................................................232 229.Work Order Repair by Reason........................................................................................233 230.Work Order Repeat Jobs Detail ......................................................................................234 231.Work Order Advanced Repeat Jobs Detail....................................................................235 232.Work Order Repeat Jobs Batch......................................................................................236 233.Work Order Repeat Jobs Summary ...............................................................................237 234.Work Order Advanced Repeat Jobs Summary .............................................................238 235.Work Order Survey ..........................................................................................................239 236.Work Order Warranty Job Cost ......................................................................................240 237.Work Order Warranty Claims..........................................................................................241 238.Work Order Claim Summary ...........................................................................................242 239.Work Order Warranty Violation Report..........................................................................243 240.Work Order Worksheet....................................................................................................244 241.Work Request PM Forecast Compliance .......................................................................245 242.Work Request Department Job Forecast ......................................................................246 243.Work Request Location Job Forecast ...........................................................................247 244.Work Request Operator Job Forecast ...........................................................................248 245.Work Request PM Compliance .......................................................................................249 246.Pending Work Request....................................................................................................251 247.Work Request...................................................................................................................252 248.Work Request Standard Job Status...............................................................................253 249.Work Request Unit PM Jobs Due ...................................................................................254 Updates………………………………………………………………………………………………...255
AssetWorks Report Documentation
Version 24.x
1. Billing Account Detail
The Billing Account Detail report is a detailed list of billing dates for specific accounts within a specified period. Each account lists the quantity and billed costs. It has a built-in group on EXP_DIR_ACCT_NO and the user has flexibility for the second group and sort. There is a total line for each group and sub-group on quantity and billed costs. There is a report total for billed costs.
File Name - BillReplFund.rpt
AssetWorks Report Documentation
Version 24.x
2. Billing Account Summary
The Billing Account Summary report is a summary version of the detail report. It has a built-in group on EXP_DIR_ACCT_NO and the user has flexibility for the second group and sort. For each expense account and group within the expense account, the report counts how many transactions occurred and the billed amount. There is a total for each sub-group and expense account. At the end of the report, there is a grand total on transactions and billed amount File Name - BillAccSum.rpt
AssetWorks Report Documentation
Version 24.x
3. Billing Department Detail
The Billing Department Detail report is a detail report. The user selects a grouping on the report, starting with Billed Department, Owning Department or Using Department. This is a mandatory grouping. The other two groupings are not. The report displays costs and quantities for billed periods. For each grouping, there is a total along with a report grand total. The Transaction Description field is a combination of the unit number and description. For the Reference field, it is a formula based off of the TRANS_TYPE field. It will display either the MP_TICKET_NO field, the LOCATION and PROD_NO fields or the WO_NO field. It is located under the Billing directory and is ran from the Menu Tree.
File Name - BillDeptDetail.rpt
AssetWorks Report Documentation
Version 24.x
4. Billing Department Summary
The Billing Department Summary report summarizes the Billing Department Detail report. The user selects a grouping on the report, starting with Billed Department, Owning Department or Using Department. This is a mandatory grouping. The other two groupings are not. The report displays Costs and number of transactions by the groups the user selects. If there are no groupings selected, there is only a grand total for the initial group selected – Owning, Using or Billed Department
File Name - BillDeptSum.rpt
AssetWorks Report Documentation
Version 24.x
5. Billing History Summary
The Billing History Summary report summarizes data based on two optional groups and the billed period. The user also has to enter in a billed period range – this could be a single period to multiple periods. The report displays data for each period – count of transactions and billed amount. If a group has been selected, then there is a total of transaction counts and costs for that group. There is a report total at the end.
File Name - BillHistSum.rpt
AssetWorks Report Documentation
Version 24.x
6. Financial Account Distribution Allocation
The Financial Account Distribution report is a unit financial report. The report is grouped by Owning Department and then Using Department. Within those two groupings, it is further grouped by Category and Unit Number. Detail information is then displayed – unit number, using department number, billing code, year, make and model. The Financial Account and Allocation columns come from a subreport. The Financial Account field has a check on the split_fl and checks to see if the exp_dir_acct_no is null or populated. That determines if None Assigned or the account number is displayed. The same holds true for the Allocation field. It checks the split_fl field and the percent_alloc field. If it is Not Assigned and the field is null, then a zero is displayed. Otherwise, the percent_alloc field is displayed.
File Name - BillingAcctDistr.rpt
AssetWorks Report Documentation
Version 24.x
7. Billing Invoice
The Billing Invoice report is grouped by the Department Number, followed by the Unit Number.
Within the Unit Number, all work orders and job information is collected along with the job reason. The detail of the report displays billing information – charge date, bill item, the description, quantity, and billed amount. There is a total for each unit. At the end of each department, you will find the Department address along with the Remit information. There is a grand total for the department invoice. At the very end of the report, there is a grand total of the Billed Amount.
File Name – BillingInvoice.rpt
AssetWorks Report Documentation
Version 24.x
8. Billing Replacement Fund
The Billing Replacement Fund has an initial group of Replace Fund. The user can further group the report. For each fund, the previous year, year-to-date and current year information is displayed – Balance, Contributions, Withdrawals. The detail information displays the unit number, transaction date, year / make / model, any notes on the transaction and the amount.
There are totals for each group level and a report total at the end. The prior year beginning balance is a formula – py balance – py contributions – py withdrawals.
File Name – BillReplFund.rpt
AssetWorks Report Documentation
Version 24.x
9. Billing Unit Detail
The Billing Unit Detail report groups all units by their Owning Department Number. Within that group, the report is sorted by Unit Number and Bill Item. The Year, Make and Model is printed for each unit. Within each unit, it is further broken down by Bill Item. For each item, detail and summary information is printed – the start / end dates for the item, the description of the item, the quantity and costs. Each item is totaled with a grand total for each unit. There is a grand total for Bill Costs at the end of the report.
File Name – BillUnitDetail.rpt
AssetWorks Report Documentation
Version 24.x
10.Billing Variance
The Billing Variance report allows the user to choose the first two groupings before the report is sorted by Billed Period. If the user does not choose a group option, the report defaults to Department Number and Direct Expense Account, respectively. Based on the Billing Period entered, the report displays the Current Costs, and Previous period Costs. Along with the Costs, the report displays the Prior Bill Variance, the Average Cost and the Average Bill Variance. If the Prior Year Variance is greater than or equal to the user variance parameter, the line is highlighted yellow. If the Period Variance is greater than the Average variance parameter the user enters, the line is highlighted yellow. If the user does not enter in the variance or average variance, the line is highlighted yellow.
File Name – BillVariance.rpt
AssetWorks Report Documentation
Version 24.x
11.Activity Usage Exceptions
The Activity Usage Exceptions lists usage information for units. It is first broken down by Activity Code and then by the Usage as it is compared to the Annual High and Low values. For each activity code, the Low, High and Average Usage goal is displayed. Units that fit into each group of high / low / expected are displayed. The unit number, description, using department number, months in service and usage are printed. For the Usage information, the current meter and type, LTD Usage, Last Period Usage, and the Usage in the Last 12 months is printed. There are no totals or grand totals for this report.
File Name – ActUseExcept.rpt
AssetWorks Report Documentation
Version 24.x
12.Tech Spec Job Labor Analysis
The Tech Spec Job Labor Analysis report lists each Tech Spec in the system where Labor Hours is greater than zero. Within each Tech Spec, the u_system for the job is selected, then finally the user selected grouping. The detail of the report is displaying information on the job.
The job and description are displayed with detailed information on the job – total hours, how many times the job was used, the minimum time charged for the job and the maximum time changed for the job. The Population Variance, the Population Standard Deviation and the Average Hours are also calculated. There are no totals or grand totals on this report.
File Name – SpecJobLaborAnl.rpt
AssetWorks Report Documentation
Version 24.x
13.Tech Spec Job Part Analysis
The Tech Spec Job Labor Analysis report lists each Tech Spec in the system where Part Cost is greater than zero. Within each Tech Spec, the u_system for the job is selected, then finally the user selected grouping. The detail of the report is displaying information on the job.
File Name – SpecJobPartAnl.rpt
AssetWorks Report Documentation
Version 24.x
14.Tech Spec Part History
The Tech Spec Part History report is ran for a single tech spec. It brings back all information on the parts that have transaction codes of ISSU and ISSW. At the top of the report, there is a cross-tab counting the number of units that have the tech spec, and then it is broken down in the unit status. The detail of the report groups by part code. Within that group, the report counts the number of parts, the number of units, the number of parts issued to a work order or direct, the quantity, the average quantity, the cost and average cost. It also displays the maximum date to get the last time it was issued.
File name – SpecPartHistory.rpt
AssetWorks Report Documentation
Version 24.x
15. Commercial Activity
The Commercial Repair Activity report displays information by vendor and unit. The report is first grouped by the vendor number and it lists all contact information – Name, Address, and phone number. The report then displays information by unit – description, VIN number, work order, purchase order and invoice number, when the unit went to the vendor, when it was completed and any notes. There are no totals or counts on this report.
File Name – CommActivity.rpt
AssetWorks Report Documentation
Version 24.x
16.Commercial Direct Journal
The Commercial Direct Journal displays unit information and any commercial charges. The user has multiple options on sorting and grouping of information. They also get to decide if want to include any markups, hide the detail and display only correct charged. Basic unit information is displayed – unit number, work order number, job, location, who made the changes, and work order and invoice numbers. All commercial charges are also displayed – Labor, Part, Miscellaneous and Tax costs with a Total. There are totals for each group and a grand total at the end of the report.
File Name – CommDirJnl.rpt
Detailed
Summary
AssetWorks Report Documentation
Version 24.x
17.Commercial Indirect Journal
The Indirect Commercial Charge Journal displays indirect account information and the commercial charges associated. The user has multiple options on sorting and grouping of information. They also get to decide if want to include any markups, hide the detail, and display only correct charged. The account number, description and location, vendor and invoice numbers are printed. All commercial charges are also displayed – Labor, Part, Miscellaneous and Tax costs with a Total. There are totals for each group and a grand total at the end of the report.
File Name – CommIndJnl.rpt
Summary
AssetWorks Report Documentation
Version 24.x
18.Commercial Purchasing Cost Report
The Commercial Purchasing Cost report is a report that is meant to be exported to excel. This report prints all information pertaining to the Commercial Purchase Order. The Purchase Order number, line number, part number and description, the location and line status. Also printed are dates – line status, order date, order status, received date. The quantities of the order – required, received, what is on order. And finally, the costs. There are no groupings or sort options on this report. It is a straight display of data – which can be manipulated through Excel. There are no totals on this report.
File Name – CommPOCost_Exl.rpt
AssetWorks Report Documentation
Version 24.x
19.Commercial Service Order
The Commercial Service Order report gives high level information on the Service Order. The report has 4 options of grouping – Location, Vendor, Status and Order By. General information is printed – location, service number, status, date vendor and name, order date and user, total Value, and the Total Received Value. There are totals for each group and a grand total at the end of the report.
File Name – CommServiceOrder.rpt
AssetWorks Report Documentation
Version 24.x
20.Commercial Service Order Detail
The Commercial Service Order Detail report give more detailed information on the service order. The user has 4 options on grouping the report – Direct Account Number, Service Purchase Order Number, Service Code, Line Status and Ordered By. Within the user group, the report is ordered by Purchase Order and Line Number. Detailed information is then printed – PO line and status, service number, code and description, order, and received costs, date needed by, reserve code and for, M5 user and account codes. There are totals for each grouping and a total cost at the end of the report.
File Name – CommServiceOrderDtl.rpt
CommSerivceOrderDtlParm.rpt
Note: There is an exact version of this report that is ran from the Commercial Purchase Order frame. The Purchase Order Number is passed into the report.
AssetWorks Report Documentation
Version 24.x
21.Commercial Service Purchase Order
The Commercial Service Purchase Order is a report that is ran from the frame – the PO Number is passed to the report and only a single PO is returned. Detail information on the vendor and who ordered is printed at the top – name, address, phone etc. The detail of the report displays line information – Service Code and Description, where the parts are to be received, and status of the line, quantity, cost, and total cost. There is a Reserved For line which print STOCK if the type code = ST and for all other codes, prints the code (type code) and the contents of the tympanum field. If there are any notes, they are printed after the Reserved For line. There is a total line count and total PO Cost printed at the end of the report.
File Name – CommServiceParm.rpt
AssetWorks Report Documentation
Version 24.x
22.Commercial Vendor History
The Commercial Vendor history report groups’ data by Vendor Number and a second grouping option is determined by the user. The unit and work order number, job, reason, status, and location are printed as detail information. All Labor, Parts and Miscellaneous costs associated are printed with a total for each line. There is a grand total for each grouping (vendor and user option) along with a report grand total. The user also has the option of printing summary or detail information and to include the markup in the costs.
File Name – CommVendorHist.rpt
Summary
AssetWorks Report Documentation
Version 24.x
23. Department Class Target History
The Department Class Target report is a cost report that can be manipulated based on the user selections. It is ran for a period range. The first grouping is based on the Using Department. The user determines the second grouping and the heading changes accordingly. The second and third groups are Target Flag and Visit Reason respectivly. The detail of the report is suppressed and it is all summary information that is deplayed. There is a summary of job counts, labor hours, costs and total costs are displayed. The percentage is Total Cost of Target Flag group / Total Cost of User Group selection. There is a grand total for each Using Department and a Report Grand Total.
File Name – DeptClassTarget.rpt
AssetWorks Report Documentation
Version 24.x
24.Department Lease Assignment
The Department Lease Assignment report shows the changes in departments for a unit. The user is able to select the first two groupings on the report. The report displays the units for the particular grouping, their new and old department, when the change was effective, the type of lease and vendor information. If there is a Lease Rate it is printed, otherwise a dash displays.
There are totals for each grouping and a unit count. There is also a grand total.
File Name – DeptLeaseAssign.rpt
AssetWorks Report Documentation
Version 24.x
25.Department Lease Forecast
The Department Lease Forecast report looks at the UNIT_HIST table for a given period range.
The report prints all units for a given Using Department. The report prints Lease Costs for 12 periods starting with the Fiscal Period the user enters. There is a Last Period check to see if the fiscal period on the UNIT_HIST table is greater than or less than the Last Period. If it greater than the period, then the start date for the fiscal period is compared to the lease expiration date.
If the period start date is less than the lease expiration date, then display the Lease Costs.
Otherwise, there is a formula calculation – Lease Expire Rate / 100 * Purchase Price.
File Name – DeptLeaseForecast.rpt
AssetWorks Report Documentation
Version 24.x
26.Department Lease Summary
The Department Lease Summary report a summary report. It first groups the data by the Organization label, then the User selections. It displays unit information – unit number, status, asset class, owning and using departments, vendor number, lease type and start date, when the lease expires and lease costs. The report looks to run data for a specific fiscal period. There are totals for all groupings and a report total at the end. There is also a count and a distinct count of units on the report.
File Name – DeptLeaseSum.rpt
AssetWorks Report Documentation
Version 24.x
27.Department Unit Utilization and Cost Summary
This report prints unit information grouped by organization level. The fiscal period is determined by the maximum fiscal period for the organization. The user is able to determine the next groupings and sort option. The report prints the unit number and description, using department, asset class, meter, usage information – last usage, last 12 months usage and average usage. It also includes the cost – which looks at PART_DO, LABOR_DO, COMM_DO, IND_COMM_DO, IND_LABOR_DO, IND_PART_DO, DEPREC_ADJ, CAP_ADJ, DEPREC_DO, LEASE_DO, REPLACE_DO, FUEL_DO, OIL_DO, MISC_DO, and LICENSE_DO AND DEVICE_DO There are totals for each grouping along with counts for the units associated with the groups.
There is also a grand total of counts and costs.
File Name – DeptUseCostHist.rpt
AssetWorks Report Documentation
Version 24.x
28.Owning Department Class Summary
The Owning Department report displays counts and costs for a running 12 month period of time.
The user determines which organization level to display and the second grouping – Category or Class. The report counts units, summarizes costs, usage, and cost per usage for each period.
There is a grand total for each line and grouping. There is no grand total at the end of the report.
The report counts units for different categories – how many repairs File Name – DeptOwnClassSum.rpt
AssetWorks Report Documentation
Version 24.x
29.Owning Department Cost History
The Owning Department Cost History report is a summary report that displays counts and costs for a 12 month period of time. The user determines which organization level to use and the starting period. The report is then grouped by Unit Type. Units are counted and costs calculated for each period with a total for each grouping. There are no grand totals on the report. Data is pulled from VIEW_DEPT_HIST.
File Name – DeptOwnCostHist.rpt
AssetWorks Report Documentation
Version 24.x
30.Owning Department Lease Summary
The Department Owning Lease Summary report displays lease costs for a unit. The user selects which Organization Level to use and then the user can select other groupings. The report displays data for a given fiscal period. This report is a little more detailed than some summary reports. It displays the unit, status, and category along with its owning and using departments. The leasing vendor, lease type and the start and expiration date are displayed.
Any costs associated are then displayed. Costs are totaled for each grouping and there is a grand total at the end of the report.
File Name – DeptOwnLeaseSum.rpt
AssetWorks Report Documentation
Version 24.x
31.Owning Department PM Summary
The Owning Department PM Summary report counts work requests for a 12 month period of time. The user selects which organization level to use. There is a field on VIEW_WORK_REQ_OCC – PERIOD_DUE– that the report uses to determine if a job is current, overdue or if a failure period was. There are totals for each line. At the end of each organization level, the report displays percentages for each period – Current, Completed and Overdue.
File Name – DeptOwnPMSum.rpt
AssetWorks Report Documentation
Version 24.x
32.Using Department Class Summary
The Using Department report displays counts and costs for a running 12 month period of time.
The user determines which organization level to display and the second grouping – Category or Class. The report counts units, summarizes costs, usage, and cost per usage for each period.
There is a grand total for each line and grouping. There is no grand total at the end of the report.
The report counts units for different categories – how many repairs File Name – DeptUseClassSum.rpt
AssetWorks Report Documentation
Version 24.x
33.Department Use Cost Summary
The Using Department Cost Summary report is a summary report that displays costs and usage for units. Usage for the last 12 months, the average usage are displayed. It also displays the cost per use, the current meter and ownership costs – if the owner type is L, then Lease Cost otherwise, the depreciation cost. Grand totals for each group is displayed along with a report grand total.
File Name – DeptUseCostHist.rpt
AssetWorks Report Documentation
Version 24.x
34.Using Department Lease Summary
The Department Owning Lease Summary report displays lease costs for a unit. The user selects which Organization Level to use and then the user can select other groupings. The report displays data for a given fiscal period. This report is a little more detailed than some summary reports. It displays the unit, status, and category along with its owning and using departments. The leasing vendor, lease type and the start and expiration date are displayed.
Any costs associated are then displayed. Costs are totaled for each grouping and there is a grand total at the end of the report.
File Name – DeptUseLeaseSum.rpt
AssetWorks Report Documentation
Version 24.x
35.Using Department Cost History
The Using Department Cost History report is a summary report that displays counts and costs for a 12 month period of time. The user determines which organization level to use and the starting period. The report is then grouped by Unit Type. Units are counted and costs calculated for each period with a total for each grouping. There are no grand totals on the report. Data is pulled from VIEW_DEPT_HIST.
File Name – DeptUsingCostHist.rpt
AssetWorks Report Documentation
Version 24.x
36.Unit Status by Department
The Department Status report groups data by either the Using or Owning Departments. The Department Number and description is displayed along with the unit status in a Cross-Tab style report. This is a summary report with rows and columns. The Rows consist of the Departments and the Columns consists of the Unit Status. A count of units for each department and status is calculated. There is a grand total for each department at the beginning of the row along with the grand total at the top.
File Name – DeptStatus.rpt
AssetWorks Report Documentation
Version 24.x
37.Department WO Production Summary
The WO Production Summary report groups’ information first by Organization Level then the user group option. The report counts open dates, completed dates, units, jobs and calculates the Total cost for each row. There is a totals and grand totals on the report.
File Name – DeptWOPDSum.rpt
AssetWorks Report Documentation
Version 24.x
38.Department Summary
The Department Summary report runs for a 12 month fiscal period. The report is first grouped by Organization Level than either Category or Class – user choice. Counts are then calculated based on Usage, Meter, Repairs, Ownership, Indirect and Fuel Costs. Row totals are calculated along with period totals. A Grand total of all columns is at the end of the report.
File Name – DeptSummary.rpt
AssetWorks Report Documentation
Version 24.x
39.Department Unit Count
The Department Unit Count groups data by the Organization Level. Data is printed for a 12 month period. The report sums the UNIT_COUNT field from the VIEW_CATEGORY_HIST for each period. There is a total at the end of each row. There is not a grand total at the end of the report.
File Name – DeptUnitCount.rpt
AssetWorks Report Documentation
Version 24.x
40.Employee Course Summary
This report lists all employees associated with a course. The employee’s number and name are listed along with the dates that employee was supposed to take the course and when they actually did take the course. It displays if they passed or failed, their score and if they passed, the certificate number. The vendor number on the course is displayed and a valid until date.
This field is highlighted if the employee attended the date before the current date. There are no counts on this report.
File Name – EmpCourseSum.rpt
AssetWorks Report Documentation
Version 24.x
41.Employee Training Transcript
The Employee Training Transcript report lists the exact same information as the Employee Summary report. However, this report is based on the Employee. Therefore, the user selects the first grouping, and then the data is grouped by Employee Number. All information is listed for each employee – Course, Court Title, when supposed to attend, when attended, pass or fail, and such.
File Name – EmpTraining.rpt
AssetWorks Report Documentation
Version 24.x
42.Product Tank Reconciliation
The Product Tank Reconciliation report lists detailed information on the fuel that has been issued to a tank. For each location, tank and product, the report is grouped by fiscal period, which also displays the start date for that fiscal period. The detail information is then printed.
Each issue date, along with quantities in the appropriate columns is displayed. The beginning balance is the START_QTY. The Receipts and Transfers In column is a formula that adds RECD_QTY and QTY_TRANS_IN. The Transfers Out column is a formula that displays QTY_TRANS_OUT. The Adjustments and Indirect Issues column is a formula that adds.QTY_ISSUE_ACC and QTY_ADJUSTED together. The Unit Issues column displays QTY_ISSUE_UNIT. The Net Effect column adds and subtracts the previous columns.RECD_QTY} + QTY_TRANS_IN - QTY_TRANS_OUT -QTY_ISSUE_UNIT - QTY_ISSUE_ACC - QTY_ADJUSTED. The Detail lines then are either subtracted or added back into the START_QTY to give you an ending balance. Columns are totaled to give a total for the period, a grand total for the location and a grand total at the end of the report.
The Tank History Summary is for a single period and line of detail. It starts with the START_QTY field, then adds / subtracts the following:
START_QTY+ PD_RECD_QTY- PD_TRANS_QTY - PD_ADJ_QTY - PD_ISSUE_QTY File Name – ProdBookRec.rpt
AssetWorks Report Documentation
Version 24.x
43.Product Commercial Issue Journal
The Commercial Issue Journal allows the user to determine all groups / sorting on the report.
The information provided is detailed, commercial charge information – dates, account / unit numbers, employee, and vendor location. The product number, how much was issued, the price per unit and total cost with markup is also displayed. Meter information and login user is also displayed. There are totals for each group and a grand total at the end of the report.
File Name – ProdCommIssue.rpt
AssetWorks Report Documentation
Version 24.x
44.Product Issue Journal
The Product Issue Journal report has the same fields as the Commercial Issue report, except it is not limited to commercial charges only. The user to determine all groups / sorting on the report. The information provided is detailed, charge information – dates, account / unit numbers, employee, and vendor location. The product number, how much was issued, the price per unit and total cost with markup is also displayed. Meter, usage information and login user is also displayed. There are totals for each group and a grand total at the end of the report.
This report looks at System Flag 5155 to determine the decimal places.
File Name – ProdIssue.rpt
AssetWorks Report Documentation
Version 24.x
45.Product Issue Summary
User determines the first grouping on the Product Issue Summary report. Within that group, the report is grouped by product number. For each product, the count, quantity, unit of measure, average price and total cost is printed, there is a total for the main group with a report grand total at the end. This report contains graphs. The same graphs are at the end of the report showing the entire report.
File Name – ProdIssueTotal.rpt
AssetWorks Report Documentation
Version 24.x
46.Product Receipt Journal
The Receipt Journal report prints data for all fuel receipts. Dates – receipt and entry – along with the fiscal period is printed. The vendor number and name, the purchase order and invoice number for the receipt is next. The final section of the report deals with the location of the tank, product, and costs. For each location, tank and product, the quantity, initial price, invoice price and total cost is printed. For each group, there is a count of transaction numbers, and a summary of quantity and costs. There is a grand total at the end of the report.
File Name – ProdReceiptJnl.rpt
AssetWorks Report Documentation
Version 24.x
47.Product Receipt History
The Receipt History report displays costs for a given 12 month fiscal period. The user enters a fiscal period and the report goes backwards for the 12 months. The user also determines the first group on the report. The next group is the product number. The third group is determined by the user also. The report calculates the average unit price and summaries for each grouping.
There is an overall average for each row. This report also displays a graph for the average prices. There are no grand totals at the end of the report.
File Name – ProdReceiptHist.rpt
AssetWorks Report Documentation
Version 24.x
48.Product Sticking
The Product Sticking report prints detailed information for tanks. The report groups by location and then tank. For each tank, the date, transaction number (if available). The report is then broken down into sections with data for each section, Tank, Product, and Stick Reading. It is finished out with the Quantity, Variance and Adjustment Flag. The Variance is calculated with the following formula: STICK_QTY - BOOK_VAL. There are totals for each grouping and a grand total at the end of the report.
File Name – ProdStick.rpt
AssetWorks Report Documentation
Version 24.x
49.Product Stick Reconciliation
The Product Stick Reconciliation report displays stick reading information based on user selected groups. Information that is printed include, location, tank, product number and type.
The sticking date on the tank, the book value, stick quantity and variance are displayed. The variance is a formula - STICK_QTY -BOOK_VAL. The adjusted quantity is a formula based on the auto adjusted flag: if the flag = "Y" then display the Variance otherwise display 0.
File Name – ProdStickRec.rpt
AssetWorks Report Documentation
Version 24.x
50. Product Transaction Journal
The Product Transaction Journal displays when and where fuel is moving. The user determines the grouping on the report. Information that is displayed includes the transaction date, type, location, the tank involved, hose and product. Next, it displays how much fuel is moved the tank that is moving to or from. If a unit is involved with the transaction, it is listed, any indirect accounts and the employee making the move. Totals and counts are listed for each group and there is a grand total at the end of the report.
File Name – ProdTransJnl.rpt
AssetWorks Report Documentation
Version 24.x
51.Product Issue Transactions
The Product Issue Transaction report lists the information for a particular transaction. The user determines the report groupings. The report lists the issue date, who the transaction is being charged to – this is determined by the transaction type (U = unit number, C = component, I = indirect account, E = credit card, D = department). Next, the location, tank and product are displayed. The quantity, unit price and total cost is finally displayed. There are totals for each grouping and a grand total at the end of the report.
File Name – ProdIssueTrans.rpt
AssetWorks Report Documentation
Version 24.x
52.Product Issue Unit/ Dept. Transactions
This report is exactly the same as the Product Issue Transactions report. However it only looks at units and departments. All columns, groups and such are the same.
File Name – ProdIssueTrans_UD.rpt
AssetWorks Report Documentation
Version 24.x
53.Product Orders
The Product Orders report allows the user to choose the first grouping and then groups by Location. Depending on if the user selects a grouping determines which detail line is displayed.
The purchase order, product number and description and tank are displayed. Followed by the unit cost and quantities. Balance due is a formula of order quantity minus received quantity.
There are totals for each grouping and a grand total at the end of the report.
File Name – ProdOrders.rpt
AssetWorks Report Documentation
Version 24.x
54.Product Unit Summary
The Product Unit Summary report allows the user to determine the first group of the report. The second group is Unit Number. Within the unit number grouping the report is then grouped by Product Number. For each location, the report displays two charts, one displaying the quantity by product the other the cost by product. The detail information displays the unit number and description, the product number, count, quantity, and total cost. There is a total for each grouping. There is a grand total and a chart at the end of the report.
File Name – ProdUnitSum.rpt
AssetWorks Report Documentation
Version 24.x
55.Product Unit UPQ
The Product Unit UPQ report allows the user to determine the first two groupings. The third grouping is based on the unit number. The periods on the report are determined by the data brought back. The report determines the minimum and maximum periods and displays. The usage column is a formula – New Usage minus Old Usage. The Use/Qty is a formula – Usage formula divided by Quantity. There are totals for each grouping and a grand total at the end of the report. User has the option of suppressing the detail and only printing summary information.
File Name – ProdUnitUseQty.rpt
AssetWorks Report Documentation
Version 24.x
56.Product UPQ History
This report displays data for a 12 month period – going backwards from the fiscal period entered. The user determines the first two groupings on the report. The report determines the average Miles per Gallon for each group and period. The last column of each row, the average over the 12 periods is calculated.
File Name – ProdUPQHist.rpt
AssetWorks Report Documentation
Version 24.x
57.Tech Spec Items
The Tech Spec Items reports gives the user the ability to choose the groupings on the report. It then lists the spec number and description. Under that line, the spec item and its corresponding value is printed. There are no totals on this report. It only looks for units and the Spec Type has to be SPEC ITEM.
File Name – TechSpecItem.rpt
AssetWorks Report Documentation
Version 24.x
58.Unit Items by Item
The Unit Items by Items report allows the user to determine the groupings on the report. After the user groupings, the report is grouped by unit number – only units are printed on the report.
The item, unit number and description and the item value are printed. There is a count of units for each group level. There is not a total count at the end of the report.
File Name – UnitItembyItem.rpt
AssetWorks Report Documentation
Version 24.x
59. Unit Items
The Unit Items report allows the user to select the first two groupings. Then the report is ordered by unit number. For each unit number, the unit item and its value is printed. This report only looks at units and the item type is UNIT ITEM. This report has another version that can be ran from the frame.
File Name – UnitItem.rpt
UnitItem_Parm.rpt
AssetWorks Report Documentation
Version 24.x
60.Unit Spec Item
The Unit Spec Item report allows the user to select the first two groupings. The next two are Unit Number and Item Type. The report lists all units and the unit item and value. This is for Unit only. This report has another version that can be ran from a frame.
File name – UnitSpecItem.rpt
UnitSpecItem_Parm.rpt
AssetWorks Report Documentation
Version 24.x
61.Labor Approval Journal
The Labor Approval report groups labor by location and shift. Within the Location and shift, the report is grouped by employee number. For each employee, their time type, start date, day of week and end date are printed. Detailed information about the employees pay is then printed – union, pay class and step and their shift. The hours reported and approved for the time selected. The hours reported and approved are totaled for each employee. There is a space for signatures of who verified the time and who approved the time. There is a grand total of hours reported and approved hours at the end of the report.
File Name – LaborApproval.rpt
AssetWorks Report Documentation
Version 24.x
62.Labor Direct Journal
The Labor Direct Charge Journal displays detailed information on the time spent on a work order. The user gets to determine the grouping on the report. The detail information displays the employee name and number and the location of the job. The unit that time was charges against is printed along with the work order number and job. The employees start and end date / time is displayed with the labor hours and cost. There is a transaction count for each group along with totals for hours and cost. The user decides if Markup is to be included in the cost, if only correct transactions are to be displayed. User also determines if it is detailed or summary.
File Name – LaborDirJnl.rpt
Summary version…
AssetWorks Report Documentation
Version 24.x
63.Labor Employee MCC System Analysis
The Employee MCC System report groups data by Location, Employee Number, MCC and finally by U System. There is a custom view created for this report:
VIEW_LABOR_EMP_MCC_SYS. If the Employee % is greater than 120% OR less than 60%, it will shade it gray. Otherwise there is no shading. This hold true for the Home Location and All Locations on the Employee % column.
File Name – LaborEmpMccSys.rpt
AssetWorks Report Documentation
Version 24.x
64.Labor Indirect Journal
The Labor Indirect Journal report displays all labor transactions tied to an indirect account. The user determines the first two groupings on the report. It lists the employee number and name, the location, the indirect account and description, the start date/time and end date/time. Finally the hours, cost and source is displayed. There are totals for each grouping and a grand total at the end of the report.
File Name – LaborIndirJnl.rpt
AssetWorks Report Documentation
Version 24.x
65.Labor Journal
The Labor Journal prints summary transactions. The user determines the first two groupings.
From there, the employee number and name are printed. Following that, the charge location and the start date/time and end date/times are printed. The job or account number and description are next. Lastly, the labor hours are printed. There are counts on employee and totals for labor hours. Grand totals on hours and employee counts are at the end of the report.
File Name – LaborJournal.rpt
AssetWorks Report Documentation
Version 24.x
66.Labor Location Productivity
The Labor Location Productivity report displays direct and indirect charges for an employee.
The user determines the first two groupings, whether or not to display names, to correct transactions only and show the detail or summary. The report displays one line for each employee. Their name and number are shown along with their position, union number and home location. There is a count of records for both Indirect and Direct Charges. The hours are also totaled. There is a total for count and hours for each employee. The last column shows the percentage of their time spent towards Direct Charges. There are totals for each grouping along with the average hours for direct or indirect. Under the Total Count for each group is the Distinct Count of employee numbers.
File Name – LaborProdLoc.rpt
Summary
AssetWorks Report Documentation
Version 24.x
67.Labor Location Productivity Summary
The Location Productivity Summary visually displays the data. The user determines the first two groupings. All data that is displayed has a maintenance flag = Y. The report displays the same information as the Labor Location Productivity report – however, there is no detail information.
Information is summarized for each group, then a chart displays the information for each employee and their percentage of productivity. There is a chart for each group and one is displayed for the overall report.
File Name – LaborProdLocSum.rpt
Summary Chart
AssetWorks Report Documentation
Version 24.x
68.Labor Job Analysis
The Labor Job Analysis report is a summary report on jobs. The user determines the first two groupings. The headings change according to what is selected for group #2. For each group, the job count and actual hours are calculated. Averages for actual hours per job, estimated hours per job, difference and percentage are calculated. There is a total for the group #1 and a grand total at the end.
File Name – LaborJobAnal.rpt
AssetWorks Report Documentation
Version 24.x
69.Labor Employee Scorecard
The Employee Scorecard breaks down the time entered into three sections. The first section breaks down the time for an employee by time type. It determines the booked hour verses the avail hours by time type and calculates the percentage. User is able to exclude time types from the available hours. A pie chart graphically displays the results.
The second section displays labor Planned verses Un-planned hours. There is a count a work orders, count of jobs, along with a summary of hours, estimated hours and the difference. The third section is the Shop Average. This section displays the employee’s title and calculates the direct and indirect hours, the percentage of each against the total hours. The final section displays sick time – the date issued, start date/time and end date/time, how many hours and location. User can also enter specific code to use.
File Name – LaborScorecard.rpt
AssetWorks Report Documentation
Version 24.x
70.Labor Timesheet
Labor Time Sheet prints employees time entered in the system. First, the report is grouped by location, and employee shift. Next, it is grouped by employee number. Start and end date/times are displayed along with source, using department and unit number. The account or job code and the description is next. Finally the type or class and duration (hours) is printed. There is a section for signatures on who verified and approved the time. There is a count of charge types and numbers of hours entered. There is a report total at the end.
File Name – LaborTimsheet.rpt
AssetWorks Report Documentation
Version 24.x
71.Labor Time Summary
The labor Summary report figures the date ranges selected (or not selected) for the group and prints at the top. Within the groups, the employee number and name are printed, the start date / time and end date / time and the duration (hours). There is a total calculated for each group on hours and a count of employees. A grand total is at the end of the report for count of employees and sum of hours.
File Name – LaborTimeSum.rpt
AssetWorks Report Documentation
Version 24.x
72.Location Class Summary
The Location Class Summary report is very similar to the Department Class Summary. It has all the same information. The user chooses either Region or Maintenance Location, default is Maintenance Location. The second group option is either Category Class or Category with the default being Category Class. Report is ran for a running 12 months forward. There is a grand total at the end of each line and also for each section. There is no grand total at the end of the report.
File Name – LocClassSum.rpt
AssetWorks Report Documentation
Version 24.x
73.Location Cost Summary
The Location Cost Summary is again, similar to the Department Cost Summary reports. The user chooses either Region or Maintenance Location to group. The report runs for a 12 month period, going forward. Counts are calculated, costs are summarized, hours are added up for each section and period. There is a total at the end of each row.
File Name – LocCostHist2.rpt
AssetWorks Report Documentation
Version 24.x
74.Location Job Priority Status
The Location Job Priority report does not allow the user to make any determination on how the report is to be sorted or grouped. The first group is by Location, then Shift and finally by Priority.
JOB_ID is counted for each group and the estimated hours are calculated. The average on priority is also calculated. There are totals for each group with grand totals at the end.
File Name – LocJobPrior.rpt
AssetWorks Report Documentation
Version 24.x
75.Location Labor Productivity
The Location Labor Productivity report first groups by the Region then Location. Direct and Indirect hours and counts are calculated for each location. There is a count of employees, transactions, and total hours. The last column calculates the percenter of direct hours to total hours. There is a date range that is determines from the data for the region. At the end of each Region, a chart displays the direct hours for each location.
File Name – LocLaborProd.rpt
AssetWorks Report Documentation
Version 24.x
76.Location Labor Standard
The Location Labor Standard report allows the user to choose the first two groupings. The third group orders the data by over or under, depending on what the user chose. The report is ran for a single period or multiple. The report displays job information – the job location, work order, unit number, spec, job code and description. The actual hours and total hours are calculated.
There are totals for each group. Only records where the actual labor hours is not null and not equal to 0 are printed.
File Name – LocLaborStd.rpt
AssetWorks Report Documentation
Version 24.x
77.Location Period PM Summary
The location Period PM Summary report groups data by Region then Location for a given period. For each location, the report determines the PM Jobs due, opened, completed, and incomplete. The hours scheduled and actual hours for each location is also calculated. The report only pulls those records that have the MAINT_FL = Y. For each region, there are totals and grand totals at the end of the report.
File Name – LocPDPMSum.rpt
AssetWorks Report Documentation
Version 24.x
78.Location Period WO Summary
The report is grouped by either the Location or Region for a given period. The report is broken down by Labor, Part and Commercial costs, hours, and count. There is a total for the period and a total for the YTD. Only Maintenance records are calculated and the Disabled Flag must be null.
File Name – LocPDWOSum.rpt
AssetWorks Report Documentation
Version 24.x
79.Location PM Summary
The Location PM Summary report groups data by either Location or Region. It displays data for 12 months going forward from the period entered. The data is grouped into two sections, Jobs Due and Job Completed. For the Job Due section, the report looks at the current period and the previous period. For the Jobs Completed section, the report again looks at the current period, previous period, and the future period. Percentages for each period are at the endo of the group.
File Name – LocPMSum.rpt
AssetWorks Report Documentation
Version 24.x
80.Location Reason Summary
The Location Reason Summary report groups data by Region, Location, Reason flag and Job Reason. All data is for the selected period and YTD. The report counts jobs and labor hours, labor, part, and commercial costs. There is a total cost at the end of each row. There are totals for each Reason flag. For each location, there is a chart displaying the job reason and total repair costs. There is also another chart at the end of each region.
File Name – LocReasonSum.rpt
AssetWorks Report Documentation
Version 24.x
81.Location YTD PM Summary
The Location YTD PM Summary report groups data by Region then Location. The user enters a fiscal year to run the report and data is then grouped into the appropriate fiscal period. The report counts jobs due, opened, completed and those that did not get complete within the period. It also calculates the scheduled and actual hours. Data is then placed into charts.
File Name – LocYTDPMSum.rpt
AssetWorks Report Documentation
Version 24.x
82.MCMS Fuel Issue History
The MCMS Fuel report displays information on fuel issued. The unit number, part number and location re displayed. The date the fuel was issued, the meter on the unit, quantity, cost, and usage. There are totals for each grouping and a grand total at the end. The report has its own custom view.
File Name – MCMSFuelIssueHist.rpt
AssetWorks Report Documentation
Version 24.x
83.MCMS Inventory Movement
The MCMS Inventory Movement report shows parts going from one location to another. The user determines the first two groupings. The report displays the part number, date of transaction and type, the reason for the transaction and the location from and to. The Vendor / Unit number and purchase order come next. Finally the quantity and cost are displayed. There are totals for each group on part count, quantity, and cost. This report has its own custom view.
File Name – MCMSInventoryMvmt.rpt
AssetWorks Report Documentation
Version 24.x
84.MCMS Repair History
The MCMS Repair History report displays unit information. The user determines the first two groupings. Unit information is then displayed – unit number, group, part number, date of transaction, meter, reason, and class. The quantity and price are finally printed. There are totals for each group. The report has its own custom view.
File Name – MCMSRepairHist.rpt
AssetWorks Report Documentation
Version 24.x
85.Motor Pool Dispatch Ticket
The Motor Pool Dispatch report prints all tickets. It is a detailed report on the motor pool – ticket number and location. It also prints unit information, renter information, estimated pickup / return dates and times, the destination and reason for trip. When picked up, there is a section for the operators name and driver’s license information. When vehicle is returned, there is a section to enter meter, who returned vehicle, where it was returned and tank level.
There is another version of the report that can be ran from the Motor Pool frame.
File Name – MPDispatch.rpt
MPDispatchParm.rpt
AssetWorks Report Documentation
Version 24.x
86.Motor Pool Invoice
The Motor Pool Invoice is similar to the Dispatch report. It displays renter information, unit information, and reservation information. It further displays information on time the unit was checked out / in, the meter reading out / in, the pickup location and the return location and if there was any damage. The last section of the report displays charge information daily, weekly, monthly and such charges, the rate, quantity, and cost. If there were any other charges it is displayed here. A final charge is displayed at the end of the invoice. There is another version that is ran from the Motor Pool frame.
File Name – MPInvoice.rpt
MPInoviceParm.rpt
AssetWorks Report Documentation
Version 24.x
87.Motor Pool Over Due
The Motor Pool Over Due report looks for those records where the status is PICKUP. The user determines the first two groupings. The report then displays data on location, ticket, pickup and return dates / times, rental class, how many days the unit is overdue and how many days. The renters name and department are also displayed. There are no totals on this report.
File Name – MPOverDue.rpt
AssetWorks Report Documentation
Version 24.x
88.Motor Pool Summary
The Motor Pool summary displays general information on a rental. The user determines the first two groupings. The report displays the ticket number, pickup and return dates, the rental class, renter, and their reason. How many days will be billed, the hours used, usage and total cost are printed next. For each group, totals for billed days, usage and cost are displayed along with the average for each. Grand totals and average grand totals are printed at the end of the report.
File Name – MPSummary.rpt
AssetWorks Report Documentation
Version 24.x
89.PMM Trend Comparison
File Name – PMMTrend1.rpt
AssetWorks Report Documentation
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90.PMM Trend Comparison report
File Name – PMMTrend2.rpt
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91.Inventory ABC Class Assignment
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92.Inventory ABC Class Assignment History
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Version 24.x
93.Inventory List by Bin
The Inventory List by Bin report first groups the report by Location. The user determines the next grouping, followed by part number and manufacturer. The user also determines if the part x-reference numbers are to be displayed. The report lists part numbers and information about the part – bin, manufacturer, primary vendor and the quantities on hand, min / max quantities.
The cost and inventory value are printed last. There are totals for the location and user group and grand totals at the end. The user also has a choice of the standard or export version of the report.
File Name – InvBinList.rpt
InvBinList_exp.rpt
AssetWorks Report Documentation
Version 24.x
94.Inventory Consignment Parts
The Inventory Consignment Parts first groups by Location then the user selection. The report lists the part number and description, the min / max quantities required, the quantity on hand, price, and bin and consignment vendor. There are part counts and totals for each group and a total at the end of the report. The user decides if the part x-reference number is to be displayed.
File Name – InvConsignParts.rpt
AssetWorks Report Documentation
Version 24.x
95.Inventory Consignment Usage
The Inventory Consignment Usage report has three main groups – Location, Primary Vendor and Part Number. The report lists the part number and description and quantity and price information. The consignment expense is the max quantity minus the quantity on hand multiplied by the unit price. A second section displays the Issue information – date, who is was issued to, the quantity, price and total cost. There is a count of issue and totals.
File Name – InvConsignUse.rpt
AssetWorks Report Documentation
Version 24.x
96.Inventory Core (Track) Return
The Inventory Core report is grouped by the Vendor, Core ID, part number then unit number.
For each vendor, their address and contact information is displayed at the top. The report then lists the part number, unit number, core status, work order number and job. Next it displays the quantity, cost, core charge and total. The notes are displayed for the core. There is a unit count, sum of quantity, and cost at the end of the report.
File Name – InvCoreTrack.rpt
AssetWorks Report Documentation
Version 24.x
97.Inventory Count Sheet by Part
The inventory count sheet by part report groups the data by location, part number then bin. The user has the choice of displaying the quantity on hand or suppressing. The report displays the part number and description, the unit of measure (for example, each, feet, or inch), the quantity on hand and the bin – and if there are alternate bins. If the part has an x-reference number, it is also displayed. There is a count of parts for each location. There is a space for the user to manually write in the number of parts counted.
File Name – InvCountPart.rpt
AssetWorks Report Documentation
Version 24.x
98.Inventory Count Sheet by Bin
The Inventory Count Sheet by Bin is the same as the Inventory Count by Part. However, the report is grouped by Location, Bin then Part Number. The user has the choice of displaying the quantity on hand or suppressing. The report displays the part number and description, the unit of measure (for example, each, feet, or inch) and the quantity on hand if the part has an x-reference number, it is also displayed. There is a count of parts for each location. There is a space for the user to manually write in the number of parts counted.
File Name – InvCountBin.rpt
AssetWorks Report Documentation
Version 24.x
99.Inventory Custom Part Pick List
The Custom Part Pick List report displays data for a particular ticket. It shows the ticket number, the pick ticket, the shipping / receiving location, and dates. The detail of the report shows the bin, part number, the quantity available and required, the quantity on backorder and how much is to be shipped. There is space for signatures of the person who picked the parts, who received the parts, the quantity picked and any comments. This report can be used through Report Options to swap out the original report – InvPickTkt.rpt.
File Name – InvCustPickTkt.rpt
AssetWorks Report Documentation
Version 24.x
100.Inventory Department Part Charge
The Inventory Department Charge report lets the user determine the first two groupings. The report displays the issue date, location, department number, part number and x-reference. The unit cost, quantity and total cost is then displayed. There are counts and costs for each grouping along with the transaction count. There is a grand total at the end of the report. This report is very similar to the Inventory Direct Account Charge report.
File Name – InvDeptChgJnl.rpt
AssetWorks Report Documentation
Version 24.x
101.Inventory Direct Account Part Charge
The Inventory Direct Account Part Charge report lets the user determine the first two groupings.
The report displays the issue date, location, department number, part number and x-reference.
The unit cost, quantity and total cost is then displayed. There are counts and costs for each grouping along with the transaction count. There is a grand total at the end of the report. This report is very similar to the Inventory Department Charge report.
File Name – InvDirectChgJnl.rpt
AssetWorks Report Documentation
Version 24.x
102.Inventory Full Journal
The Inventory Full Journal (Inventory Transaction Journal) is a detail report on parts. The user determines the first two groupings. Detail information about the part is displayed, transaction date, part number and description, location and employee, transaction code and reason.
Further, it displays the manufacturer and x-reference number. Costs, quantities, and totals are printed. There are totals for each grouping and a grand total at the end of the report.
File Name – InvFullJnl.rpt
AssetWorks Report Documentation
Version 24.x
103.Inventory Inactivity
The Inventory Inactivity report shows those parts that have not had activity since a user entered a date. The user determines the groupings on the report and enters a date that parts have not had activity since. The report prints the part number and description, the manufacturer and bin.
It also displays what is on hand, the price and total value of parts. It finally prints any activity that has happened – transfers, receipts, or issue dates. The user also has a choice to exclude parts and enter in a date to test against. Unit Price is determined by System Flag 1058. Heading adjust accordingly.
The Exclude Parts parameter check the VIEW_PARTS_PART_INV_LOC.ADDTO_LOC_DT field. The Inactive Date parameter checks the following:
VIEW_PARTS_PART_INV_LOC.LT_ISSUE_DT
VIEW_PARTS_PART_INV_LOC.LT_RCVD_DT
VIEW_PARTS_PART_INV_LOC.LT_TFR_OUT_DT
VIEW_PARTS_PART_INV_LOC.LT_TFR_RCVD_DT
File Name – InvInactivity.rpt
AssetWorks Report Documentation
Version 24.x
104.Inventory Indirect Journal
The Inventory Indirect Journal report prints parts and their accounts. The user determines the first two groupings. They also determine if the report will include the markups. The report displays the issue dates, part number and description, the location, account number and description. The unit cost, quantity and total cost for the part is printed last. There are totals for each grouping and a grand total at the end of the report.
File Name – InvIndirectChgJnl.rpt
AssetWorks Report Documentation
Version 24.x
105.Inventory Issue Journal
The Inventory Issue report looks at those parts that have been issued. There are specific codes that the report is looking for: ISSA, ISSW, ISSD and ISSU. The user determines the first two groupings on the report. Detailed information pertaining to the transaction is displayed. Part number and description, transaction date, employee, manufacturer, vendor, and location. The unit cost, core cost, quantity and total cost is also displayed. There are counts and totals for each grouping and a total cost at the end of the report.
The Reference field is a formula and based on the transaction code, something different will display – Unit information, work order information, account information and such.
File Name – InvIssueJnl.rpt
AssetWorks Report Documentation
Version 24.x
106.Inventory Location Catalog
The Inventory Location Catalog report sorts the parts by location then the user defined group.
The report displays the part number and description, manufacturer, commodity, and season information. The last set of data are flags that can be set up on the part – Consignment, Serial, Account Only, Department Only and such. There are counts for each group and a grand total of parts at the end of the report. There are two versions of this report – Standard and Export. The user chooses which to run, default to standard.
File Name – InvLocCatalog.rpt
InvLocCatalog_exp.rpt
Export Version
AssetWorks Report Documentation
Version 24.x
107.Inventory Master Part Catalog
The Inventory Master Part Catalog report lists all parts. The user determines the first two groupings. The report then displays the part number and description, manufacture, and commodity. The U System, component and ATA part are displayed next. Finally, flags showing if the part is active, disabled, hazard, used or rebuilt and warranty. There are counts for each grouping and a grand total at the end. There are two versions of the report – Standard and Export.
File Name – InvMstrCatalog.rpt
InvMstrCatalog_exp.rpt
Export Version
AssetWorks Report Documentation
Version 24.x
108.Inventory Non-Stock Journal
The Inventory Non-Stock Journal report looks for those parts where the stock flag is null and the transaction code is one of the following: ISSA, ISSW, ISSD, "ISSU, RECEIVE, ADDL, ADDM, DELE, DELM, ORDERED and RTNVEN. The user determines the first two groupings. The report shows detailed information on the part. The transaction date, part number and description, employee, manufacturer, and vendor are displayed. The report also shows the transaction, location, and purchase order number. The unit cost, quantity and cost with markup is finally displayed. There are counts and totals for each grouping and a grand total at the end of the report.
File Name – InvNonStockJnl.rpt
AssetWorks Report Documentation
Version 24.x
109.Inventory Non-Stock Promotion
The Inventory Non-Stock Promotion report groups data by Location then Part Number. The report counts parts for each location. The part number and description is displayed with the location code and commodity. The last price and vendor show next. There are counts of parts for each transaction code with a total count and usage at the end of the row. For each location, there is a total count of transaction code and a total parts used.
File Name – InvNonPromo.rpt
AssetWorks Report Documentation
Version 24.x
110.Inventory Parts Packing Slip
The Parts Packing Slip report is grouped by the Customer Ticket. Within each ticket, detailed information is printed. The report displays the shipping and receiving locations, the ticket and print dates and places for signatures for who shipped and received the items. The detail of the report prints the bin, ship quantity, part number and description and the amount that may be on back order. There are spaces to enter the amount received and any comments.
File Name – InvPackSlip.rpt
AssetWorks Report Documentation
Version 24.x
111.Inventory Auto Request Generator
The user determines the first three groups / sorts on the Auto Request Generator report. The report is then grouped by the requisition number. The requisition number and status are printed at the top of the report. The requisition date, location, who the parts are going and who requested are printed next. The detail of the report prints the part number and description, quantity, cost, and vendor number. There is a line count and total cost for each requisition.
There is a grand total at the end of the report.
File Name – InvPartAutoReq.rpt
AssetWorks Report Documentation
Version 24.x
112. Part Inventory by Storeroom
The Part Inventory by Storeroom report groups parts by part number then location. The report prints, for each part, the location and description, the minimum and maximum quantities, what is on hand, the average price, and the total cost of the part. For each part, there is a count of locations, the total quantity on hand and the total cost. There is a grand total at the end of the report.
File Name – InvPartByStoreroom.rpt
AssetWorks Report Documentation
Version 24.x
113.Inventory Parts Issue Audit Ticket
The Parts Issue Audit Ticket displays detail information on the audit ticket. The report is first grouped by the audit ticket and then the location the part is coming from. Next, the report is grouping by the work order number and finally the part number. The report displays the part number and description, the quantity, unit cost and core cost. There is a total for the ticket and a place for the employee signature. The report only looks for those parts where the quantity is greater than zero. Also, specific transaction codes are used – ISSW, ISSU, ISSD, ISSA.
File Name – InvPartIssAuditTkt.rpt
AssetWorks Report Documentation
Version 24.x
114.Inventory Parts on Order
The Inventory Parts on Order report displays detailed information for those parts that have been ordered – status of ORDERED or PARTIAL. The user determines the first two groupings. The information displayed is detailed from the purchase order. The location, order date and status are first printed along with the purchase order number and vendor. Next, the line of the purchase order is printed and the part number and description. If there is a vendor number or contract number, it is printed below the part number. If there is a required date it is printed and how many are reserved and requested. There are totals for each group and a grand total at the end of the report.
File Name – InvPartOnOrder.rpt
AssetWorks Report Documentation
Version 24.x
115.Inventory Part Tech Spec History
The Inventory Part Tech Spec History report groups data by the part number first. Within the part number, the report groups by spec number. For each spec number, the year / make / model is printed. Next, the Fleet Count of Active or Inactive is displayed – which are sub-reports. The Active sub-report looks at units with a status of A or D and counts the unit ID field. The Inactive sub-report looks at units with a status of I, S, B or O and counts the unit ID field also. Total issue column is a count of part ID and total QTY is the sum of the QTY field. The Total Cost field is the qty multiplied by the unit cost and the last issue date is the maximum transaction date for that spec number.
File Name – InvPartSpecHist.rpt
AssetWorks Report Documentation
Version 24.x
116. Inventory PI Accuracy
The Inventory PI Accuracy report first groups the report by location and then cycle code. The user enters in the ‘From’ and ‘To’ periods. The report uses running totals to calculate the different columns. For the ‘A’ columns, the cycle code = ‘A’. For the ‘B’ columns, the cycle code = ‘B’. Lastly, the ‘C’ columns, the cycle code = ‘C’. The last 3 columns summarizes the A, B and C columns into grand totals for each location.
File Name – InvPIAccuracy.rpt
InvPIAccuracy_exp.rpt
Export Version
AssetWorks Report Documentation
Version 24.x
117.Inventory Parts on Order
The Inventory Parts on Order report displays detail information on purchase orders that are in an Ordered or Partial status. The user determines the first two groupings. Then detailed information on the purchase order are displayed – location, order date, status, PO Number, and line. Next, part information is printed – part number and description, unit price, how many were requested, how many were received and how many are still due. There are totals for each grouping and a grand total at the end.
File Name – InvPartsOnOrder.rpt
AssetWorks Report Documentation
Version 24.x
118.Inventory Part/Tech Spec History
This report is first grouped by part number. Within each part number, the report is grouped by the spec number associated with the part. For each spec number, the year, make and model of the unit is printed.
File Name – InvSpecPart.rpt
AssetWorks Report Documentation
Version 24.x
119. Inventory Pick List
The Pick List report only prints parts that are in the COMPLETE, IN-TRANSIT, REQUEST or SHORT status. The ship quantity cannot be null and has to be greater than 0. In the top section of the report, the customer ticket number and the pick ticket numbers are prints along with the ticket and print dates. Just below, the Shipping and Receiving Locations are displayed. There are areas to have signatures for the person picking and receiving the parts. The detail of the report prints the part number and description and bin. Quantities for available, required, shipped and back order printed.
File Name – InvPickPackingTkt.rpt
AssetWorks Report Documentation
Version 24.x
120. Inventory Pick Ticket
The Inventory Pick Ticket report prints part information. Information can be determined by either Work Order, Customer Ticket, or Issue Audit Ticket. The report prints the work order number, location, and customer ticket number. The detail of the report prints the part number and description, manufacturer, quantity, and bin.
File Name – InvPickTicket.rpt
Depending on the option chosen, the information displayed changes accordingly. Running for Work Order Number.
Running for Customer Ticket Number…
AssetWorks Report Documentation
Version 24.x
AssetWorks Report Documentation
Version 24.x
121. Inventory PI Count
The Inventory PI Count Report is ran from the Physical Inventory Manager frame. There are three versions of the report, the standard, print with no x-reference parts, and print with no x-reference parts and no barcode. Information printed all pertain to a Physical Inventory ID – which is passed to the report from the frame. Within the PI ID, the report is grouped by the Page Number and Line Number. The Document Number is a combination of the PI ID and the Page Number. The Count prints NEW if this is the first time that the report has been run for the PI ID. Otherwise it prints how many times the report has been run. The detail of the report prints the line number, part number and description (bar code if applicable), bin and a place to enter how many parts counted.
File Name – InvPICount.rpt
InvPICount_noxref.rpt
InvPICount_noxrefbc.rpt
AssetWorks Report Documentation
Version 24.x
122.Inventory PI Count Variance
The Inventory PI Count Variance Report is ran from the Physical Inventory Manager frame. The Physical Inventory ID is passed to the report, along with the Location. Detailed information is printed – part and description, quantity on hand, activity since is the adjusted amount, the number physically counted, and the variance. The Count variance is a formula of the Part Count + Activity Since – Quantity on Hand. The unit cost is printed along with the old value – quantity on hand * Average Inventory Cost - , the new value – physical count * Average Inventory Cost – and lastly, the value variance – New Value - Old Value. There are grand totals at the end of the report – total line count, how many short, how many over and totals for Old Value, New Value and Value Variance.
File Name – InvPICountVariance.rpt
AssetWorks Report Documentation
Version 24.x
123.Inventory PI Variance
The Inventory PI Variance report is ran from the Physical Inventory frame and the Menu Tree.
The user determines the first group and then it is grouped by the page number, line number and part number. The report displays the page / line number, count status, bin, and employee number. Next, the quantity on hand and activity is displayed along with the physical inventory count. The unit cost, old value and new value are calculated. There are counts for each group and a grand total at the end of the report.
File Name – InvPIVariance.rpt
InvPIVarainceParm.rpt
AssetWorks Report Documentation
Version 24.x
124.Inventory PO Backorder
The Inventory PO Back order is grouped first by user choice then PO Number. Detail information for reach PO is printed – PO Number, line number, part number and description.
The amount ordered, received and balance due are printed next. The status of the order is displayed along with the date and how many days out. The PO cannot have a status of MCLOSED, ACLOSED or CANCELED, the part status must be one of PARTIAL, ORDERED or COMPLETE and the Quantity Requested does not equal the Quantity Received.
File Name – InvPOBackorder.rpt
InvPOBackorder_exp.rpt
Export Version
AssetWorks Report Documentation
Version 24.x
125.Inventory PO Contract UP
File Name – InvPOContractUp.rpt
AssetWorks Report Documentation
Version 24.x
126. Inventory Purchase Order
The Inventory Purchase Order report allows the user to determine the first group. Within that group, the report is grouped by the purchase order number. The information that follows is detailed information on the work order. At the top, the purchase order number and status is printed. The next section is the vendor information – name, address, contact, phone number and email. In the next section, order information is printed – dates, who ordered the parts, location and address. The last section is detailed information on the part – the line number, requisition number, part number and description. The reserved for section is a formula based on the formula – if type code = ‘ST’ then print ‘STOCK’ otherwise print the type code field and tympanum field.
File Name – InvPurchaseOrder.rpt
InvPOParm.rpt
AssetWorks Report Documentation
Version 24.x
127.Inventory Purchase Order Core
The Inventory Purchase Order Core is the exact same report as the Inventory Purchase Order Report. The only difference is an extra column to display the Core Cost and it is also added into the Extended Cost column.
The report allows the user to determine the first group. Within that group, the report is grouped by the purchase order number. The information that follows is detailed information on the work order. At the top, the purchase order number and status is printed. The next section is the vendor information – name, address, contact, phone number and email. In the next section, order information is printed – dates, who ordered the parts, location, and address. The last section is detailed information on the part – the line number, requisition number, part number and description. The ‘reserved for’ section is a formula based on the formula – if type code = ‘ST’ then print ‘STOCK’ otherwise print the type code field and tympanum field.
File Name – InvPurchaseOrder_Core.rpt
InvPOParm_Core.rpt
AssetWorks Report Documentation
Version 24.x
128.Inventory Put Ticket
The Inventory Put Ticket prints a single receipt from a frame. It is grouped by the part number and serial number. The report displays in the heading the receipt ID, who received the parts, the customer ticket number, location, and vendor. The details of the report display the master part number and description, the serial number, unit number, manufacturer quantity and bin. If the part has a reference part, it is also listed.
File Name – InvPutTicket.rpt
AssetWorks Report Documentation
Version 24.x
129.Inventory Quote
The Inventory Quote report is ran for a single quote from the Quote Main frame. The report prints the quote number and the current date (run date) and who requested the quote. Further information printed is the date the quote expires and who prepare the quote. Detail information printed is the unit or department and description. Next, the job code and description, priority, costs, and totals are printed. There is a section to manually print the accounting number, po number and signatures.
File Name – InvQuote.rpt
AssetWorks Report Documentation
Version 24.x
130.Inventory Receipt Journal
The Inventory Receipt Journal prints transactions that are in RECEIVE status. The user determines the groupings and sort option. Detailed information on the receipt is then printed – transaction date, part number and description, vendor number and name and purchase order / requisition number. Next the location invoice, reference number and costs are printed. There are totals for each grouping and a grand total at the end of the report. There is a count a transaction dates and a count of parts for each grouping. The Reference Number field is a formula: if the TFR ID is not null, then print the TFR ID and the From Location otherwise, print the Reference Number field
File Name – InvReceiptJnl.rpt
AssetWorks Report Documentation
Version 24.x
131.Inventory Reconciliation Detail
The Inventory Reconciliation report allows the user to determine the first two groupings and then groups by sequence number and part number. Detailed information is then printed: Invoice number and date, transaction date and code, part number and description, quantities, costs, and location. Next, the sequence, status, any error messages, reason, and department are printed. Finally, the unit number, work order, reconcile date and account number print. The Combine column is a formula – it adds the unit number and account number together. There are costs and totals for each group and a grand total at the end of the report.
There are two versions of the report – Standard and Export File Name – InvReconDtl.rpt
InvReconDtl_exp.rpt
Standard
Export
AssetWorks Report Documentation
Version 24.x
132.Inventory Vendor Reorder
The Inventory Vendor Reorder report groups data by vendor, location, and part number. The report checks System Flag 2003 and verifies that NI NS flag is null and the reorder allow flag is checked. For each part, the different manufacturers and description are printed. Detail information on the part is then displayed – minimum and maximum levels of the part; How many are on hand; How many are available; How may are in transit; How many are on order. The report also prints the standard quantity ordered, the last price, the primary bin and if the manual order is set, how many can be ordered.
File Name – InvReorder.rpt
AssetWorks Report Documentation
Version 24.x
133. Inventory Reorder by Location
The Inventory Reorder by Location first groups the information by Location, then a user selected group, followed by part number. Like the original Reorder report, the report looks at System Flag 2003, that the NI NS flag is null and the Reorder Allow flag is checked. Further, the report only displays information where the reorder is greater than 0. The report displays the part number, manufacturer and description, followed by the primary bin location. Quantities for on hand, available, in-transit, on order print next. The last to print are the minimum and maximum quantities, the standard order quantity, list price, and the recommended reorder. If there is a vendor, their name prints at the top, otherwise ‘No Primary Vendor’ is printed. The user also has the option of displaying all x-reference numbers for the parts. There are totals for each group and grand totals at the end of the report.
File Name – InvReorderList.rpt
AssetWorks Report Documentation
Version 24.x
134. Inventory Reorder by Location by Vendor
The Inventory Reorder by Location by Vendor report has a custom view created just for this report. The view looks for those records where the part status is in either PARTIAL, APPROVED or REQUEST, the reorder allow flag is set to Y and the vendor is the primary vendor. The report is grouped by Location and then the user determines the next grouping. The report displays the part number, manufacturer, description, and primary bin. Next the quantities for on hand, available, in-transit, on order, on request, min/max and standard order are displayed. The unit cost and recommended reorder quantity print last. If the part has x-reference numbers, they are printed below the detail line. There are totals for each group and a grand total at the end of the report. The report shades every other line group grey. Reorder quantity has be greater than 0 to print on report.
File Name – InvReordeListVen.rpt
AssetWorks Report Documentation
Version 24.x
135.Inventory Requisition Parts
The Inventory Requisition Parts report is ran from the Purchasing Requisition frame.
The frame passes the requisition number to the report – only one requisition will print at a time.
The requisition number and status are printed at the very top of the report. Next, the request date, who requested the parts, the location and who is receiving the parts. The detail of the report prints the line, part and description, reservation code, reservation date, requested quantity, received quantity, the units, part status and when it is needed.
File Name – InvReqParts.rpt
AssetWorks Report Documentation
Version 24.x
136.Inventory Requisition Report
The Inventory Requisition report allows the user to determine the first grouping. The report is then grouped by requisition number and requisition line. There is one requisition per page. The top of the report, the requisition number and status is printed. The next box of data displays the PO Location, who the part is reserved for, the order date and who ordered the part. The detail of the report prints the line number, part number and description, the vendor number, need by date, if there is a reject reason code, quantity, cost per unit and the total cost for each line.
There is a count of lines and a total cost for each requisition. The reserved for section is a formula: if the type code is ‘ST’ then print ‘STOCK’ otherwise, print the type code and the type number.
There is a version that is also ran from the frame – Purchasing Requisition frame.
File Name – InvRequisition.rpt
InvRequisitionParm.rpt
AssetWorks Report Documentation
Version 24.x
137. Inventory Reserves
The Inventory Reserves report allows the user to determine the first grouping. The report prints the location of the part, the part number and description, the reserved quantity, the received quantity and the issued quantity. There is a status and status date printed. On the second line, the x-reference number, who it is reserved for and the source are printed. For the reserved section, it is a formula depending on the type code. If type code = ‘ST’ then ‘Stock’; if ‘UN’ then ‘Unit’; if ‘WO’, then ‘Work Order’; if ‘DE’, then ‘Department’; if ‘IA’, then ‘Indirect Account’; if ‘DA’ then ‘Direct Account’. Source is also a two-part formula. The first prints ‘PO’ if the reserve type = ‘O’ and ‘TFR’ if the reserve type = ‘T’. The second part of the formula prints the PO Customer Number if the reserve type is ‘O’ and the Transfer Ticket Number if the reserve type is ‘T’.
File Name – InvReserves.rpt
AssetWorks Report Documentation
Version 24.x
138. Inventory Reserves Value
The Inventory Reserves Value report prints those parts that are put into reserves. The type code is NOT equal to ‘ST’, the part status is either PARTIAL or COMPLETE and the NI NS flag is set to ‘Y’. Also, the records should not have the QTY Issued equal to the QTY Received. The report displays the location, part number and description, the type code and number, the reserved quantity, received quantity, the cost received, the quantity issued and the total value for the line.
There is a total for the group and a grand total at the end of the report.
File Name – InvReservesValue.rpt
AssetWorks Report Documentation
Version 24.x
139. Serialized Parts Inventory Report
The Inventory Serialized Parts report runs for a specific location and PI that is passed to the report. The report is grouped by the location and part number. Every part within the Serialized PI is printed – their status, number and description, serial number, bin, commodity code and unit price. The bin is the primary bin. Lastly, the report prints the effective date if it was verified and if was missing. There is a count of parts at the end of the report.
File Name –InvSerialParts.rpt
AssetWorks Report Documentation
Version 24.x
140. Inventory Spec Parts
The Inventory Spec Parts prints for a single Spec Number. The transaction code is either ISSU or ISSW. The description of the unit is at the top of the report after the spec number and description. Next, there is a count by unit status for units with a total. The detail of the report is printed next. The user determines the grouping in this section. After the user group, the report is grouped by part number. The information printed is the count of transactions (ISSU or ISSW) and a count of units. The count of Total Issues breaks down the transaction code. WO issues counts the number of parts with trans cd = ISSW and Direct issues counts the number of parts with the trans cd = ISSU. There is a sum of quantity on hand, quantity issued and the average quantity issued. Finally, the total cost, average cost and last issue date is printed. There are totals for the user selected grouping and the spec number grouping.
File Name – InvSpecPart.rpt
AssetWorks Report Documentation
Version 24.x
141. Inventory Stock Journal
The Inventory Stock Journal report, the user determines the first two groupings. The detail of the report prints the transaction date, employee number, part number and description, x-reference part number and reference. Next, the manufacturer, transaction code, vendor number, location and PO number are printed. Finally, the unit cost, invoice number, quantity and total cost with markup is printed. The Reference field is a formula: if the transaction code is ISSA and type code is DA, then print the direct account number and description; if transaction code is ISSA and type code is IA, then print the indirect journal and description; if transaction code is ISSU, then print ‘UNIT’, the unit number, year, make and model; if the transaction code is ISSD, then print ‘DEPT’, the department number and description; if transaction code is ISSW, then print ‘WO’, the work order number, job and unit number; if the transaction code is RTNVEN, then print ‘REF NO’ and the reference number; if transaction code is RTNINV, the print ‘REF NO’ and the reference number
File Name – InvStockJnl.rpt
AssetWorks Report Documentation
Version 24.x
142. Inventory Storeroom
The Inventory Storeroom report first groups the report by location. The second grouping is determined by the user. Within the user group, the report is then grouped by part number and manufacturer. The report displays the part number and description, the unit of measure, minimum and maximum quantities and the quantity on hand. Next, the core cost, average price of on hand value of the parts is printed. The last column displays the primary vendor. If there are any x-reference numbers, they are printed below the part number as well as multiple bins. There are totals for the groups and a grand total at the end of the report. The user can now choose to run for those parts that are flagged for consignment only, non-consignment or both – those that are flagged and not flagged.
File Name – InvStoreroom.rpt
AssetWorks Report Documentation
Version 24.x
143. Inventory Supply Distribution
The Inventory Supply Distribution report groups data by the Audit Ticket Number then location.
The number is printed in the upper right corner as a bar code. Detailed information on the ticket is printed. The part number, serial number, quantity, unit of measure and PO number are printed. The part description and extended description is next followed by the lot number.
Finally, the unit cost, extended cost, expiration date, charged to, manufacturer date, employee, and transaction date. Each part number has is printed as a barcode and the work order associated is also printed below. There is a total cost printed for each ticket and a place where the employee can sign their name. This can also be ran from the Supply Distribution frame.
File Name – InvSupplyDistr.rpt
InvSupplyDistr_Parm.rpt
AssetWorks Report Documentation
Version 24.x
144. Inventory Supply Distribution Audit Ticket
The Inventory Supply Distribution report groups data by the Audit Ticket Number then location.
The number is printed in the upper right corner as a bar code. Detailed information on the ticket is printed. The part number, serial number, quantity, unit of measure and PO number are printed. The part description and extended description is next followed by the lot number.
Finally, the unit cost, extended cost, expiration date, charged to, manufacturer date, employee, and transaction date. Each part number has is printed as a barcode and the work order associated is also printed below. There is a total cost printed for each ticket and a place where the employee can sign their name. This can also be ran from the Supply Distribution frame.
File Name – InvSupplyDistrAuditTkt.rpt
InvSupplyDistrAuditTkt_Parm.rpt
AssetWorks Report Documentation
Version 24.x
145.Inventory Transfer
The Inventory Transfer report allows the user to determine the first grouping and then within that group, groups by the customer ticket number, part number and transfer ID. Within the customer ticket section, the report prints the customer ticket number, from or to locations, the request date, transfer status and date. In the part number grouping, the report displays the part number and description, quantities available, requested, sent, received, and issued. Lastly, the reference number, who it is reserved, to and from bins and any notes. There are totals for each grouping and a grand total at the end.
File Name – InvTransfer.rpt
AssetWorks Report Documentation
Version 24.x
146.Inventory Transfer Pick
Only those tickets that are in ‘REQUEST’ status will appear on this report. The Transfer Pick Ticket prints the From and To location information – location name and description, address, and phone number. The detail of the report prints the customer ticket number, part number and description, part number in barcode, the quantity on hand, quantity available, requested quantity, primary bin, who it is reserved and requested date. There is a place to manually enter the number picked.
File Name – InvTransferPick.rpt
AssetWorks Report Documentation
Version 24.x
147.Inventory Transfer Status
The Inventory Transfers Status report allows the user to determine the first grouping. After that, the report is grouped by customer ticket number, part number and transfer id. The report prints the transfer ticket number, from and to locations, request, transfer and status dates and the x-reference number for each group. The detail of the report prints the part number and description, the available quantity, the quantity requested, the quantity sent, the quantity received, the reference number and who it is reserved for. There are totals for each group and a grand total at the end. There is another version of the report that is ran from the Part Transfer frame. There is also an export version.
File Name – InvTranferStat.rpt
InvTransgerStat_exp.rpt
InvTransferStatParm.rpt
Export Version
AssetWorks Report Documentation
Version 24.x
148.Inventory Transfer Ticket
The Inventory Transfer Ticket first groups the report by the From Location and then the To Location. It is then followed by the Customer Ticket Number. The ticket number is also printed in barcode format. After the ticket number, the report prints the From location name, description, address and phone number. Next it that, the To location information is printed. The detail of the report prints the customer ticket number, part number and description, part number in barcode, manufacturer, the requested quantity, transfer status, status date, requested date the shipped quantity, bin and reserved for. The status of the ticket has to be either ‘COMPLETE’ or ‘IN-TRANSIT’. This report is also ran from the Part Transfer frame.
File Name – InvTransferTicket.rpt
InvTransferTicketParm.rpt
AssetWorks Report Documentation
Version 24.x
149.Inventory Unit Charge Journal
The Inventory Unit Charge Journal report allows the user to determine the first two groupings.
The report prints detailed information from the Unit Part Charge table. There are two rows of data that are printed: Issue date, unit number and description, location, fail code, unit cost, quantity, and total cost. The second row prints the master part number and description and x-reference number. There are totals for each group and a grand total at the end of the report.
File Name – InvUnitChgJrnl.rpt
AssetWorks Report Documentation
Version 24.x
150.Inventory Value
The Inventory Value report allows the user to determine the first two groupings. It is then grouped by part number, location, and manufacturer. The report displays the part number and description, manufacturer, quantity on hand, location average* cost and inventory value. The report limits data where the consignment flag is null as well as the NI NS flag. The user determines the value method – Location Average Price, Location Last Received Price, Location Standard Price, System Average and System Standard. This determines what price is used for the Inventory Value.
File Name – InvValue.rpt
InvValue_exp.rpt
Export Version
AssetWorks Report Documentation
Version 24.x
151.Inventory Value Core
The Inventory Value Core report allows the user to determine the first two groupings. It is then grouped by part number, location, and manufacturer. The report displays the part number and description, manufacturer, quantity on hand, location average* cost, core cost and inventory value. The report limits data where the consignment flag is null as well as the NI NS flag. The user determines the value method – Location Average Price, Location Last Received Price, Location Standard Price, System Average and System Standard. This determines what price is used for the Inventory Value.
File Name – InvValueCore.rpt
InvValueCore_exp.rpt
AssetWorks Report Documentation
Version 24.x
152.Inventory WO Charge Journal
The Inventory WO Charge Journal report allows the user to determine the first two groupings.
The report prints detailed information about the part costs on a work order. The report displays the issue date, location, worm order number, job, part number and description. Next, it displays the unit number and description, x-reference part number, fail code, unit costs, quantity and total with or without markup. There are totals for each grouping and a grand total at the end of the report.
File Name – InvWOChargeJnl.rpt
AssetWorks Report Documentation
Version 24.x
153. Unit Aging
The Unit Aging report allows the user to determine the first two groupings on the report. It then proceeds to display the unit number and description, status, usage, MFG date and life, acquisition date and life, in-service date, and life. There are counts and averages for the first grouping and grand totals at the end of the report. Only units will appear on this report. There are only three options for sorting – Acquire date, Manufacturer date or In-Service date. Report defaults to In-Service date.
File Name – UnitAge.rpt
AssetWorks Report Documentation
Version 24.x
154. Unit Indirect Allocation History
The Unit Allocation History report displays information based on the user’s group choice, then fiscal period and unit number. The information displayed is the unit number and description, the fiscal period, indirect account number and description and total value. There is a total count and total value for each group and a grand total at the end of the report.
File Name – UnitAllocHistDisp.rpt
AssetWorks Report Documentation
Version 24.x
155.Unit Assignment
The Unit Assignment report allows the user to determine the first two groupings. After that, the report displays the unit number and alternate unit number, the owning and using department numbers, the locations for parking, maintenance and fueling, activity code, operational class, and the operator’s name. The report only displays units.
File Name – UnitAssign.
AssetWorks Report Documentation
Version 24.x
156.Unit Assign History
The Unit Assignment History report allows the user to determine the first two groupings.
Afterward, the report is grouped by unit number and history type followed by effective date. The report displays the following: Department – this depends on the history type – ‘O’ for Owning and ‘U’ for Using departments. Next, the report displays the department number and description, the effective date, end date and days. To determine the days, the formula checks to see if there is an end date. If there is, then the formula takes the effective date from the end date to get the days between. If the end date is null, then the report takes the current date and calculates the dates between the effective dates. There is a count of units for each grouping and a grand total at the end of the report.
File Name – UnitAssignHist.rpt
AssetWorks Report Documentation
Version 24.x
157.Unit Brief
The Unit Brief report allows the user to determine the first two groupings and a group sort. It is a simple, straight-forward report. It displays the unit number, using department number, the unit’s year, make and model, license plate number, state it’s registered, the in-service date and its current meter reading. There is a count of unit numbers for each grouping and a grand total at the end of the report. This report is only for units.
File Name – UnitBrief.rpt
AssetWorks Report Documentation
Version 24.x
158.Unit Capitalization Journal
The Unit Capitalization Journal report allows the user to determine the first two groupings. Next, it is grouped by unit number and fiscal year. The report displays the unit number, fiscal period, transaction date and code and reference number. The following cost columns are formulas based off of the transaction code. The purchase price sums the capital costs where the transaction code is either PURCH or PCCO. The prep charges columns sums the capital costs where the transaction code is either APREP or APRWO. The accessories column sums the capital costs where the transaction is either ACCESS or ACCWO. The capital adjustment column sums the capital costs where the transaction code is either CAPADJ or CAPWO. The total capitalization column adds the first 4 columns together. The accumulative value is a running total that adjusts for each row of costs dynamically. The report only looks at the following transaction codes: APREP, APRWO, CAPADJ, CAPWO, PCCO, PURCH, ACCESS, and ACCWO.
File Name – UnitCapCostJnl.rpt
AssetWorks Report Documentation
Version 24.x
159.Unit Capital Journal
The Unit Capital Journal report allows the user to determine the first three groupings on the report. The report displays the unit number and description, the owning and using department numbers, the billing code, fiscal period, transaction code and reference number. Finally, the transaction date and amount are displayed. The reference number is a formula:
If the UNIT_CAPITAL_JNL.PO_NO is NULL and the UNIT_CAPITAL_JNL.WO_NO is NOT NULL, then display UNIT_CAPITAL_JNL.WO_NO
Else
If UNIT_CAPITAL_JNL.WO_NO is NULL and UNIT_CAPITAL_JNL.PO_NO is NOT then UNIT_CAPITAL_JNL.PO_NO
Else
UNIT_CAPITAL_JNL.PO_NO + UNIT_CAPITAL_JNL.WO_NO
File Name – UnitCaptialJnl.rpt
AssetWorks Report Documentation
Version 24.x
160.Unit Classification
The Unit Classification report allows the user to determine the first two groupings. It then displays unit and class information: unit number and description, tech spec number, asset category, asset class, activity and MCC. Finally, it displays the five class codes. There is a count of units for each grouping and a grand total at the end. This report is only for units.
File Name – UnitClass.rpt
AssetWorks Report Documentation
Version 24.x
161.Unit Status by Class
The Unit Status by Class report is a cross tab report – it displays rows and columns of data. The user determines the rows (how to group the report) and the columns are the different status. It is similar in look to an excel spreadsheet. The first column is the grand total for the row. Next, if there is any blank status, the count is displayed followed by all the rest of the status codes. The title changes according to group selection. The report only counts units.
File Name – UnitClassStatDisp.rpt
AssetWorks Report Documentation
Version 24.x
162.Unit / Component Association
The Unit / Component Association report lists all the unit numbers and their descriptions. It also displays their maintenance location. Next, it lists all the components, description and maintenance locations associated with that unit. It would be a one-to-many relationship. The only selection hard-coded in the report is that the VIEW_UNIT_COMP_ASSOC.STOP_DT is NULL
File Name – UnitCompAssociation.rpt
AssetWorks Report Documentation
Version 24.x
163.Unit Component Inventory
The Unit / Component Inventory report uses custom tables and views to display the information.
The report is grouped by the component maintenance location. Within the location, the report displays the component number, serial number, component description, who changed the component and the date it was changed. There are no counts or totals for the grouping or end of report.
File Name – UnitCompInv.rpt
AssetWorks Report Documentation
Version 24.x
164.Unit Cost Analysis
The Unit Cost Analysis report allows the user to determine the first two groupings followed by the group sort and unit number. The report displays the unit number, meter 1 type, meter 1 usage and costs for the unit. The costs include the depreciation cost, billing monthly cost, direct and indirect labor costs, parts and commercial costs, capital maintenance and license costs, miscellaneous, fuel and oil costs. There is a total cost column that adds each column. The report also displays the fuel and oil quantities. The last column calculates the cost per meter for each unit. It is a formula that summarizes the total cost for the row and divides by the usage.
There are totals for each grouping and a grand total at the end of the report. This report is only for units.
File Name – UnitCostAnalysis.rpt
AssetWorks Report Documentation
Version 24.x
165.Unit Cost History
The Unit Cost History report allows the user to determine the first grouping. The report is then grouped by the unit number and fiscal period (which is not shown). There is a single row of information for each unit. All the costs, usage and quantities are summarized for each unit.
Those include the labor hours, costs for labor, parts, commercial, fuel, oil, maintenance, capital maintenance, non-maintenance, miscellaneous, device and licenses. There is a total column that adds all the columns. Next, the report calculates the number of work orders, usage, and usage2 and the quantities of fuel and oil. There are totals for each grouping and a grand total at the end of the report.
File Name – UnitCostHistory.rpt
AssetWorks Report Documentation
Version 24.x
166.Unit Cost History Display
The Unit Cost History Display report shows all costs associated with a unit over the course of its lifetime. It is broken into three sections. The first displays the total operating costs for the unit.
Next, it is graphed – displaying operating and repair costs for each fiscal year. The third section breaks the costs down by year and fiscal period.
File Name – UnitCostHistDisp.rpt
AssetWorks Report Documentation
Version 24.x
167.Unit Cost Use Display
The Unit Cost Use Display report shows all costs associated with a unit over the course of its lifetime. It is broken into three sections. The first displays the total cost per mile for the unit.
Next, it is graphed – displaying operating and repair costs for each fiscal year. The third section breaks the costs down by year and fiscal period.
File Name – UnitCostUseDisp.rpt
AssetWorks Report Documentation
Version 24.x
168.Unit Cost Use Summary
The Unit Cost Use Summary report allows the user to determine the first grouping and then groups by unit number. The report prints a single row for each unit number. To get the cost per use for each column and row, the report summarizes the cost for the column (unit), then it is divided by the usage for the unit. There is a grand total for each grouping and a grand total at the end of the report. Meter type cannot be null.
File Name – UnitCostUseSum.rpt
AssetWorks Report Documentation
Version 24.x
169.Unit Depreciation
The Unit Depreciation report allows the user to determine the first two groupings. The detail of the report lists the unit number and its fixed asset number. Next, it displays depreciation information - the type and term on the unit, how many periods for depreciation, the original purchase price, capital and depreciation adjustments, depreciation expenses, the salvage price, the book value, and the charge per period. There are totals for each grouping and a grand total at the end of the report. This is for units only.
File Name – UnitDeprec.rpt
AssetWorks Report Documentation
Version 24.x
170.Unit Depreciation Journal
The Unit Depreciation Journal allows the user to determine the first two groupings. It is then grouped by unit number and fiscal year. For each unit / group row, the report displays the transaction date and code, the depreciation expense, any adjustments, and the total deprecation. The last column is the accumulated depreciation for the unit. The report looks at two transaction codes - DEPDO and DEPADJ.
File Name – UnitDeprecJnl.rpt
AssetWorks Report Documentation
Version 24.x
171.Unit Downtime
The Unit Downtime report is ran for a single unit at a time. It is broken into three sections. The first displays the life-to-date information on maintenance and operational downtime. The second section graphs the downtime by fiscal period. The last section shows the detail for each year or period the maintenance and operational costs. For each year, the columns are totaled.
File Name – UnitDowntime.rpt
AssetWorks Report Documentation
Version 24.x
172.Unit Fixed Asset
The Unit Fixed Asset report allows the user to determine the first two groupings. The report then displays unit information on costs. It first displays the unite number, year, make and model, the unit status, owning / using department numbers, arrival, and in-service dates. Next, the purchase price and costs for accessories and prep, the LTD Capital adjustments. The total cost is displayed from those first four columns. Finally, the report displays the depreciation cost and terms. There are totals for each group and a grand total at the end of the report. This report only displays units.
File Name – UnitFixedAsset.rpt
AssetWorks Report Documentation
Version 24.x
173.Unit Fiscal Year Utilization
The Unit Fiscal Year Utilization report is grouped by unit number. Each page displays the unit number, year, make and model, meter readings, usage readings, using department and parking location. For each fiscal year, the report displays meter information – min / max / average.
Finally, it is all charted.
File Name – UnitFYUseHist.rpt
AssetWorks Report Documentation
Version 24.x
174.Unit Identification
The Unit Identification (ID) report prints identifiable information for units. The report prints the unit number and description, alternate unit number, serial number, license number, state, asset number and title. The user can determine the first two groupings. There is a count of units for each grouping and a grand total at the end of the report.
File Name – UnitID.rpt
AssetWorks Report Documentation
Version 24.x
175.Unit Job Cost History
The Unit Job Cost History report prints work order and job information for each unit. The user is able to determine the first two groupings. Within the groupings, the report displays the unit number, work order, job location, meter reading and date completed. Next, it displays the job reason, job code and description, the labor hours and costs for labor, materials, and commercial charges. The last column is the total of the costs. There is a job count and summary of costs for each grouping and a grand total at the end of the report. Jobs cannot be in a CANCELLED status to appear on the report.
File Name – UnitJobCostHist.rpt
AssetWorks Report Documentation
Version 24.x
176.Unit Job History
The Unit Job History report has the user determine the first grouping. The second group is by unit number and then the user determines the third grouping. For each unit, the work order open date, meter 1 and 2 readings, work order number, job code and description and date completed are printed. Finally, the job location, reason, status, and total cost are printed. There is a job code count and total cost for each grouping and a grand total at the end of the report.
File Name – UnitJobHistDisp.rpt
AssetWorks Report Documentation
Version 24.x
177.Unit License Permit Expiration
The Unit License Permit Expiration report displays license information for a unit. The report allows the users to determine the first two groupings. There is a parameter for an expiration date to be entered – all licenses that have an expiration date less than or equal to that date appear. The report displays the unit number and description, serial number of unit, title, license number, state of license, type if license, any fees, and the expiration date. There are totals for each grouping and a grand total at the end of the report.
File Name – UnitLicPermExp.rpt
AssetWorks Report Documentation
Version 24.x
178.Unit Work Order History
The Unit Work Order History allows the user to determine the first grouping. It is then grouped by unit number, open date (work order) and work order number. The report displays work order information for a unit. The information listed includes work order number, open date, meter 1 reading, the work order location, the reason for the work order, the status of work order, date closed, how many jobs were performed and the total cost on the work order. There is a count of work orders and a total cost for each unit, group and a grand total at the end.
File Name – UnitMaintHistDisp.rpt
Note: It is a rare occasion where the title and the file name are not similar.
AssetWorks Report Documentation
Version 24.x
179.Unit / Component Current Meter Readings
The Unit / Component Current Meter Readings report allows the user to determine the first two groupings. After the sort option, there is a number grouping – meter 1, meter 2, LTD usage 1 and LTD usage 2. The default is meter 1. The report displays the unit or component number and description, using department number, meter 1 & 2, meter 1 & 2date and LTD usage 1 & 2.
There are no totals for the groupings nor a grand total.
File Name – UnitMeter.rpt
AssetWorks Report Documentation
Version 24.x
180.Unit / Component Meter Journal
The first grouping on the Unit / Component Meter Journal report is determined by the user then it is grouped by unit number. Each unit grouping displays the unit number, year, make and model. Within each unit group, meter and usage information is displayed along with LTD information and date readings. The change date, location, user, and source are also printed.
There are no counts or totals on this report.
File Name – UnitMeterJnlDisp.rpt
AssetWorks Report Documentation
Version 24.x
181.Unit Meter Monitor
The Unit Meter Monitor report displays detailed information on the meter readings for units and components. The user determines how many days back and if they want to use meter 1 or meter 2. They also determine the first grouping after meter1 or meter 2, which is then followed by unit number. The report displays the unit / component number, login user and source, MCC, the previous meter and date, the current meter and date, previous usage, and LTD usage. Next, it displays the net usage and days, daily use, minimum and maximum per day use and the error code. The same information is displayed for meter 2 on the next line.
Group 1 on meter is a formula checking the net days, net usage, and the minimum and maximum columns. Both meter 1 and meter 2 are checked.
File Name – UnitMeterMonitor.rpt
AssetWorks Report Documentation
Version 24.x
182.Unit Maintenance Cost History
The Unit Maintenance Cost History report calculates maintenance and preventive maintenance costs for a unit by each period. The user determines the first grouping and then the report is grouped by unit number, fiscal year, and fiscal period. For each period, the report calculates the downtime for operator and maintenance, how many jobs were performed for maintenance and preventive maintenance and the costs – Labor, Parts and Commercial. There is a total cost for maintenance and preventive maintenance and a total cost for the line (period). Each fiscal year is totaled and there is total for the unit and totals for the main group. There is a grand total at the end of the report.
File Name – UnitMntCostHist.rpt
AssetWorks Report Documentation
Version 24.x
183.Unit Off-Road Inventory
The Unit Off-Road Inventory report groups by the user’s first two options and then the unit number. The report displays the unit number, year, make, model, and serial number. Along with the license number and state. Next, the report prints the percentage that is off-road, the product number and description and the tank capacity. There is a count of units for each group and a grand total count at the end of the report
File Name – UnitOffRoad.rpt
AssetWorks Report Documentation
Version 24.x
184.Unit Ownership Cost
The Unit Ownership Cost report groups the report by the user first two options and then the unit number. The report displays the unit number and description, purchase price and prep or capital adjustments. Next, the accessory costs, labor, parts, commercial costs, fuel / oil costs, the license costs, and any miscellaneous costs. Finally, there is a total cost for each unit. There are totals for each grouping and a grand total at the end of the report.
File Name – UnitOwnershipCost.rpt
AssetWorks Report Documentation
Version 24.x
185.Unit Parking Spot
The Current Parking Spot report displays where units are currently parked by location. The location is passed to the report from M5. The report displays the location code and name, the parking spot, unit number, work order number and any notes.
This report is ran from the Current Parking Spot frame.
File name – UnitParkingSpot.rpt
AssetWorks Report Documentation
Version 24.x
186.Unit Fiscal Year Cost Summary
The Unit Fiscal Year Cost Summary report is grouped by unit number and fiscal year. The first part of the report for each unit displays a chart for year and costs. After the chart is displayed, the report displays detailed information on the costs for each fiscal period and year.
File Name – UnitPDCostHist.rpt
AssetWorks Report Documentation
Version 24.x
187.Unit Physical Count
The Unit Physical Count Sheet report groups the report by the user’s selection. It displays the unit number, year, make, model, serial number rand license number. There is space for someone to record the meter information, condition of unit or component, who counted and the date.
File Name – UnitPhysCount.rpt
AssetWorks Report Documentation
Version 24.x
188. Unit Inventory Verification
The Unit Inventory Verification report allows the user to determine the first two groupings and then groups the data by unit number and issue date. The report displays the unit number, year, make, model, the status of the unit, when the unit arrived, meter 1 & 2 dates, the last work order date, the last fueling and last count dates, who counted and the condition. There is a count of units for each grouping and a grand total at the end of the report.
File Name – UnitPhysInv.rpt
AssetWorks Report Documentation
Version 24.x
189.Unit PM Jobs Due
The Unit PM Jobs Due report groups by the user’s choice and then the unit number and due date. Within each unit grouping, detailed information is displayed. The report displays the unit number and description (year, make and model), using department and operator name. The detail of the report prints the work request number and occurrence, job, and job description. For each work request, the job reason, source, due date, location, if it is an ‘absolute’ or ‘relative’ job, the schedule basis (due flag) and if it is season job. The second half of the report prints the time interval, fuel, usage 1 & 2, the last completed date, schedule interval, when it due again, the current value and the percentage of the scheduled interval. Under the ‘Current Value’, the LTD (Life to Date) values are printed for fuel, usage and usage 2. The percentage is calculated by taking (Current Value - Next Value) / Last Completed * 100.
File Name – UnitPMSched.rpt
AssetWorks Report Documentation
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190.Unit PM Summary
AssetWorks Report Documentation
Version 24.x
191.Unit Product Configuration
The Unit Product Configuration report groups by the users first two options, then the product type, product number and tank max. the report displays the unit number and description, tech spec number, product code and description, product type, unit of measure, the tank max, the last issue date, and the meter 1 & 2 values. There are totals for each grouping and a grand total at the end of the report. Only unit type of ‘U’ will appear on the report.
File Name - UnitProdConfig
AssetWorks Report Documentation
Version 24.x
192.Unit Product History
The Unit Product History report allows the user to determine the first two groupings. The detail of the report prints the unit number and description, meter, using department, fuel cost, LTD fuel cost, fuel QTY and LTD fuel QTY, usage, LTD usage, average QTY and average cost.
There are totals for each grouping and a grand total at the end of the report.
File Name – UnitProductHist.rpt
AssetWorks Report Documentation
Version 24.x
193.Unit Purchase Summary
The Unit Purchase Summary report displays purchase information for a unit. The user determines the first two groupings. The detail of the report prints the unit number, status, and tech spec number. Next, the vendor, purchase order number and requisition number are printed. Finally, the report prints the purchase price, change order amount and the total purchase cost. There are totals for each grouping and a grand total at the end of the report.
File Name – UnitPurchaseSum.rpt
AssetWorks Report Documentation
Version 24.x
194.Unit Purge
The Unit Purge report has no selections, no groupings. It is ran from the menu Tree. The user makes selections on which units they would like to remove from their system. Before they make the removal permanent, they can run this report and see which units will be removed or purged.
If they do not like the results, they can adjust and run as many times as they would like before they make it permanent.
File Name – UnitPurge.rpt
AssetWorks Report Documentation
Version 24.x
195.Unit Job Reason History
The Job Reason History report first groups by the user option and then it is followed by the job reason maintenance flag and job reason. The report prints the unit number, work order number and job. Next, the labor hours and costs are displayed along with a total cost. There are totals and a grand total at the end. There is a chart for each section to display the costs by the job reason.
File Name – UnitReasonHistDisp.rpt
AssetWorks Report Documentation
Version 24.x
196.Unit Job Reason Summary
The Unit Job Reason Summary report first groups by the user option and then it is followed by the maintenance flag and visit reason. The report displays the repair reason and description, the number of units and the costs for labor, materials and commercial. There is a total column on the far right. There are totals for each grouping and a grand total at the end. There are two charts to display the counts by repair reason and the cost by repair reason.
File Name – UnitReasonSumDisp.rpt
AssetWorks Report Documentation
Version 24.x
197.Unit Replacement Summary
The Unit Replacement Summary report allows the user to determine the first two groupings. The report then displays detailed information about the unit and the replacement information. The report first displays the unit number and description followed by the replacement status. Next, the replacement fund is displayed, then the cost per period, the number of periods contributed and the total contribution. The last columns display the expected usage, LTD usage, how many months the unit is to last and the number of months in service. If the months in service is greater than the expected life, the field is RED. There are totals for each grouping and a grand total at the end.
File Name – UnitReplaceSum.rpt
AssetWorks Report Documentation
Version 24.x
198.Unit Salvage Summary
The Unit Salvage Summary report displays those units with a status of ‘S’. The report is grouped by user’s choice. It then displays the unit number and description, sale date, method of disposal, any sale proceeds and sale expenses. Next, it displays the any prep costs for disposal, net sale proceeds, what the expected percentage return should be and what the actual percentage return. There are totals for each grouping and a grand total at the end of the report.
File Name – UnitSalvage.rpt
AssetWorks Report Documentation
Version 24.x
199.Unit Status
The Unit Status report starts out with a chart that displays the count of units by the various status. Next, the report groups the data first by the user’s choice. It is then grouped by status, disposal status code, and the unit type and unit number. There is a chart at the beginning of each new group. The rows are the user’s group and the unit type and the columns contain the status types. Units are counted for each row / column. The detail of the report prints the unit status, then lists all the units that fall under that status. For each unit, the following dates are printed: create date, request date, acquisition date, estimated delivery date, arrival date, in-service date, flagged date, estimated disposal date and the sale date.
File Name – UnitStatus.rpt
AssetWorks Report Documentation
Version 24.x
200.Unit Status History
The Unit Status History report is grouped by unit number. It displays the unit number and description at the top of each group. Next, detail information on the status of the unit is displayed. The report displays the changed date, status, action, the user, and any notes.
On the next line, the changed column is displayed along with the old value and the new value.
File Name – UnitStatusHistDisp.rpt
AssetWorks Report Documentation
Version 24.x
201.Unit PM Jobs Due
The Unit PM Jobs Due report looks for those units where the work order is null and the maintenance preventive flag is set to Y. For each unit number, detailed information on jobs are displayed. The report lists the unit number and tech spec number, valid meter 1 & 2 along with the meter dates. Next, the source and average use is displayed. The detail of the report lists any and all job information. After the job code is displayed, the previous meter and date are printed.
Next, the usage interval and time and the fuel integer are printed. The projected meter and due date are calculated. Overdue calculations come next followed by the estimated hours. The usage overdue is the LTD usage – next usage / usage integer. Time overdue is the due date – current date / time interval. Fuel overdue is the LTD fuel – next fuel / fuel integer.
File Name – UnitSTDJobsStat.rpt
AssetWorks Report Documentation
Version 24.x
202.Unit Standard Job Status
The Unit Standard Job Status is almost the same as the Unit PM Jobs Due report. The same group (unit number) and the fields are the same. However, this report does have a few more columns of data. There is a Forecast Basis and a Due Flag that is added. Also, the selection is different. The Unit Standard Job Status report uses the following selection:
VIEW_UDC_MAIN.UDC_STATUS in 'A', 'D'
File Name – UnitStdJobStatus.rpt
AssetWorks Report Documentation
Version 24.x
203.Unit Usage
The Unit Usage Summary report allows the user to determine the first two groupings followed by the unit number. For each unit number, the category, activity, location for parking and maintenance are printed. Next, the in-service date, meter type, the usage for the last closed period, Year To Date usage and the Life to Date usage. In the upper right corner for the first group, the maximum fiscal period is printed. There are total for each grouping and a grand total at the end. Only those records where there meter type or meter type 2 are not null are printed.
File Name – UnitUsage.rpt
AssetWorks Report Documentation
Version 24.x
204.Unit Warranty Terms
The Unit Warranty Terms looks for units only and that do NOT have a status of ‘S’ – Sold. The first group is determined by the user and then it is grouped by unit number. Each unit listed has the unit number, year, make and model, serial number, tech spec number and description, the in-service date, in-service meter, how many month the unit has been in-service and the current meter. Below the unit information is the warranty information. Listed first is the Manufacturers Whole Unit Warranty. For this section, the vendor number and name are printed along with the number of months the warranty is good, the date it expires, the usage and at what usage it expires. The next warranty section is the System-Assembly Warranty. First listed is the U-System and component. Next, the vendor number and name are printed along with the number of months the warranty is good, the date it expires, the usage and at what usage it expires. The last warranty section is the Part Warranty section. Listed first is the part number and description, followed by the vendor number and name are printed along with the number of months the warranty is good, the date it expires, the usage and at what usage it expires.
File Name – UnitWarranty.rpt
AssetWorks Report Documentation
Version 24.x
205.Vendor History
The Vendor History sorts the data by vendor number. It then displays the vendor number, name, the total commercial costs, part costs, fuel costs and lastly, the total purchase costs. There are no groupings on this report and no grand totals.
File Name – VendorHist.rpt
AssetWorks Report Documentation
Version 24.x
206.Work Order Accident Entry
The WO Accident Entry report is a detailed report for employees that have experienced an accident while driving a company vehicle. The report has different sections for vehicle information, driver information, insurance information, location of accident, weather condition, police information, victim’s information, work order information and vendor estimates.
File Name – WOAccidentEntry.rpt
WOAccidentEntryParm.rpt
AssetWorks Report Documentation
Version 24.x
207.Work Order Accident Job Cost
The Work Order Accident Job Cost report displays costs associated with a work order at the job level. The user determines the first two groupings. For each work order, the report displays the unit number, job open date, the job code and location, the job status and reason. Next, the report displays the costs associated with the job and work order – labor, part, and commercial costs with a total at the end. There are totals for each grouping and a grand total at the end of the report.
File Name – WOAccidentJobCost.rpt
AssetWorks Report Documentation
Version 24.x
208.Work Order Aging
The Work Order Aging report displays detailed information on work orders as they progress through the stages. The user determines the first two groupings and then is followed by the work order number. The report displays the work order number, the unit number and description, the using department, work order reason and status. Next, the report displays the open date / time, the hours it between the open and closed dates, maintenance hours, labor hours, how many jobs are on the work order and how many have been complete. There is a summary section for each group. Within the summary section, totals and averages are calculated on work orders, jobs complete / open, how many hours work order open and downtime. There is a grand total section that displays / calculates the same information as the summary section.
File Name – WoAge.rpt
AssetWorks Report Documentation
Version 24.x
209.Closed Work Order Analysis
The Closed Work Order analysis looks for those work orders that are in a closed status and the job has not been cancelled. The report allows the user to determine the first two groupings, then groups by the work order number. Summary data is then printed – work order number, unit number and description, work order reason, how many jobs on the work order, date the work order was closed, any downtime hours for maintenance or operational, labor hours and a total cost. There are totals for each grouping and a grand total at the end of the report.
File Name – WOAnalysis.rpt
AssetWorks Report Documentation
Version 24.x
210.Work Order Assigned Jobs
The work order assigned jobs automatically groups the report by Job Location, Employee Shift Code, Employee ID, Job Open Date and Job ID. For each location / employee, the report displays the unit number, work order number, job and description, job notes, the job reason, job priority, estimated hours and the job status. There is a total of estimated hours for each employee and a total of estimated hours, count of job for each shift / location and a grand total.
The report is looking for those records that have jobs with a status of DON, CAN and WR.
File Name – WOAssignedJobs.rpt
AssetWorks Report Documentation
Version 24.x
211.Work Order Campaign Job Cost
The Work Order Campaign Job Cost Report first groups the data by the campaign number, followed by the user’s choice. For each campaign, the number and description are printed along with the reference number and who it is reported by. The detail of the report, which is grouped by the user’s choice, displays the work order number, unit number, job open date and location, that job status, job reason code, labor hours and the costs for each work order. There is a total for the group and a grand total at the end of the report. There must be a campaign number for data to appear on the report.
File Name – WOCampaignJobCost.rpt
AssetWorks Report Documentation
Version 24.x
212.Work Order Closed Summary
The Closed Work Order Summary report looks for those work orders with a status of ‘C’ – closed. The user then determines the first two groupings followed by the work order number. The report gathers cost information for each closed work order. The report displays the work order number, the unit number, closed date, primary meter, and work order reason.
Then, the hours for downtime and labor are calculated and the costs for labor, materials and commercial are displayed. The last column calculates the total cost for the work order. There is a total for each grouping and a grand total at the end of the report.
File Name – WOClosedSum.rpt
AssetWorks Report Documentation
Version 24.x
213. Commercial Repair Purchase Order
The Commercial Report Purchase Order report is ran for a single purchase order from the Commercial Work Order frame. The report prints the work order number and the reason at the top of the report. The next section displays information on the unit – unit number, alternate unit number, tech spec number and description, the open / due / complete / closed dates, and the meter information. The third section displays information on the vendor – purchase order number, vendor name and number, address and contact information. The last section displays information on the job – job code, description, and reason.
File Name – WOCommPO.rpt
AssetWorks Report Documentation
Version 24.x
214.Work Order Cost Detail
There are many versions of the Work Order Cost Detail and some are strictly to be ran from the frames. All the reports have the same basic information. The report is grouped by work order number – which is displayed at the top along with the unit / department / component number (label changes accordingly). Next, is the work order information – status, opened / complete / closed dates, using department, work order location and reason. In this section, unit information is also displayed – meter readings, alternate unit number, serial number, license number, tech spec and maintenance class. The second section displays the work order notes. Next, it is broken down by job. All information that pertains to the job is printed here – total job cost and the breakdown of hours, labor cost, job location and job reason. Depending on the type of transaction – P, F, and C – different information is printed.
File Name – WOCostDetail.rpt
AssetWorks Report Documentation
Version 24.x
215.Work Order Cost Summary
The Work Order Cost Summary report prints the summary costs associated with the work order.
The user determines the first two groupings, then the report is grouped by work order number and job id. The first section prints detailed work order and unit information. In this section, the work order number, status, open / closed / completed dates are printed. Also, in this section, the unit number and description, VIN, tech spec number and maintenance class. The next section breaks the costs down by job. For each job, the location, open / completed dates, job reason and status are printed. Each job also has a breakdown of labor hours, estimated costs, labor / material / commercial costs, and a total. After each job is printed, there is a summary section for the work order – count of jobs, promised dates, totals for the individual costs and a grand total for the work order.
File Name – WoCostSum.rpt
AssetWorks Report Documentation
Version 24.x
216.Work Order Detail
The Work Order Detail report displays detailed information about a work order. The report is first grouped by work order number, followed by the job. At the top, unit information is displayed – unit number, year, make model and work order number. Next, information about the work order is displayed – using department number, status, visit reason, tech spec number, open/completed/closed/in-service dates, location, meter 1&2 and serial number. The third section displays job information – job code and description, status, job reason, warranty, location, hours, and costs. There is a total cost at the end of each job line and totals for section.
There is a sub-report that displays detailed information about jobs. Within the sub-report, the report is grouped by transaction type. Depending on the transaction, different information is displayed. For a transaction type = ‘L’, the report displays the job code and description, employee number, start / end times quantity and total cost. For a transaction type = ‘P’, the report displays the job code and description, part number and desi prion, part cost, quantity, and total cost. For the transaction type = ‘F’, the report displays the job code and description, product number, tank, product description, unit cost, quantity, and total cost. For the transaction type = ‘C’, the report displays the job code and description, vendor number, invoice number, PO number, quantity, and total cost. There is a total for quantity and cost. The last section of the report displays the work order and job notes. There are two versions of this report, one that is ran from the menu tree and another that is ran from the work order frame File Name – WODetail.rpt
WODetail_wo.rpt
AssetWorks Report Documentation
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AssetWorks Report Documentation
Version 24.x
217.Work Order Detail Warranty
The Work Order Charge Detail Warranty report is similar to the Work Order Charge Detail report. The report is first grouped by work order number, followed by the job. At the top, unit information is displayed – unit number, year, make model and work order number. Next, information about the work order is displayed – using department number, status, visit reason, tech spec number, open/completed/closed/in-service dates, location, meter 1&2 and serial number. The third section displays job information – job code and description, status, job reason, warranty, location, hours, and costs. There is a total cost at the end of each job line and totals for section. There are multiple sub-reports that start at this point. The first sub-report shows the work order notes. The next sub-report shows the Labor Transactions – for each job, the employee number and name, start / end times, hours and costs are displayed. There is a grand total for this section. The next sub-report displays part information. For each job, the part number and description, failure code, quantity, unit cost and total cost. The next line shows the x-reference number if it exists. There are grand totals for each job. The next sub-report shows commercial costs for the work order. It is grouped by job and displays the vendor number and name, invoice number and any costs associated. There are grand totals for each job. The next 4 sub-reports are for the notes. They are the job notes, complaint notes, cause notes and correction notes. There are two versions of this report – one that is ran from the menu tree and the other that is ran from the work order frame.
File Name – WODetail_Warr.rpt
WODetail_Warr_WO.rpt
AssetWorks Report Documentation
Version 24.x
218.Work Order Job Query
The Work Order Job Query report sorts the data on a user defined option. If no option is selected, it defaults to Work Order Number. There is a page break after each new sort. The report displays job information from the work order. The report displays the unit number, work order number, work order location, status, and meter. The second half displays job code information – the job, job reason, status, hours, and costs.
File Name – WoDisplay.rpt
AssetWorks Report Documentation
Version 24.x
219. Work Order Invoice
The Work Order Invoice prints detailed information on a work order for charges, jobs, and parts.
The top of the report prints the company information—address, phone number, email, work order number, unit number, invoice (closed) date and using department number. The next section displays unit information – unit number, year, make and model, alternate unit number, license number and serial number. The next couple of sections display the work order and job information. The report displays the open / closed / pickup dates, meter information, visit reason and the job(s). For each job, the total cost for job, labor hours, labor cost and the reason.
Depending on transaction type, either part cost information or vendor cost information is displayed. If the transaction is NOT equal to ‘C’, then the vendor information prints. If the transaction code is NOT equal to ‘P’ or ‘F’, then the part cost information prints. There is a total for each part or commercial charge section. At the end, there is a summary section of costs, the account number, using department name and address. There is a ‘Remit To’ section that displays the company’s name, address and phone number with a final cost. There is a version that is also ran from the Work Order frame.
File Name – WoInvoice.rpt
WoInvoice_wo.rpt
AssetWorks Report Documentation
Version 24.x
AssetWorks Report Documentation
Version 24.x
220.Work Order Invoice Fixed
The WO Invoice Fixed report prints detailed work order information where the job has not been cancelled. The top section of the report prints the business / company’s name, address, phone, and email along with the invoice number, work order and customer number. Detailed information on the work order then printed – opened, location, reason, meter readings and date completed. Next, job information is printed – job and description, reason, if there is a warranty, estimate cost, hours, and total cost. Part and Fluid costs are printed next where the job code, material and description, quantity and costs are printed. Finally the commercial costs are printed for job, vendor number and name, purchase order, invoice, and costs. Finally, the using department and address are printed. Report Options is used to swap out the canned report.
There is a version that is also ran from the Work Order frame.
File Name – WoInvoiceFixed.rpt
WoInvoiceFixed_wo.rpt
AssetWorks Report Documentation
Version 24.x
221. Work Order Job Cost History
The Work Order Job Cost History report prints job information for those that have not been cancelled. The user determines the first two groupings. The detail of the report prints the work order number, unit number, meter readings and detailed job information. The job information provided for each job would be: job code, location, completed date, reason, labor hours and cost, part costs, commercial costs, and total cost. There is a job count for each grouping and total costs for each grouping.
File Name – WoJobCostHist.rpt
AssetWorks Report Documentation
Version 24.x
222. Work Order Job Worksheet
The Work Order Job Worksheet prints detailed work order and non-cancelled job information.
There are NO user groupings. The report is grouped by the work order number and the job ID.
The top section displays detailed information on the work order and unit. There are barcodes to be scanned for the work order number and the unit number. The information printed in the top section includes the work order number, location, and WO reason, open and promised dates.
For the unit, the information printed includes the unit number, meter, usage, parking location, mcc, tech spec, serial number, and in-service date. If there are work order notes, they are printed at the beginning. The next section prints for every job that is not cancelled on the report.
A barcode is printed for the job along with the code and description. For each job, the following are printed: work request number, accident number (if applies), who the job is assigned, open / due dates, location, status, if it is under warranty, estimated job cost, estimated hours and the standard labor hours. Job notes would print after each job section.
There are many versions of this report. Report Options is used to swap out the standard version. The report is also ran from the Work Order Main frame. The varied versions of the report remove the barcode
File Name – WoJobList.rpt
WoJobList_Many.rpt
WoJobList_NOBC.rpt
WoJobList_Many_NOBC.rpt
No Bar Code Version:
Bar Code Version:
AssetWorks Report Documentation
Version 24.x
AssetWorks Report Documentation
Version 24.x
223.Work Order Job Reason History
The Work Order Job Reason History report allows the user to determine the first three groupings and a sort option. The report displays the work order number, unit number and job information. For each job, the location, code, reason, labor hours and total cost are printed. If there are any job notes associated with the particular job, it is also printed in that line. There are counts and totals for each grouping and a grand total at the end of the report.
File Name – WOJobReason.rpt
AssetWorks Report Documentation
Version 24.x
224.Work Order Maintenance Appointment
The Work Order Maintenance Appointment report allows the user to determine the first grouping, Location, Using Department or Maintenance Status. For each unit, the using department number and description is printed. Next, the appointment date / time and work request number. Lastly, the requestor, work plan number and status display. There is a different layout if the user groups by Status. Under each unit, the subject appointment, schedule notes, appointment notes and any additional work requests for the unit are printed. If ‘Status’ or ‘Using’ are selected, location is now printed in the detail of the report.
File Name – WoMaintAppt.rpt
Grouped by Location
Grouped by Status
AssetWorks Report Documentation
Version 24.x
225.Work Order Next PM Due Barcode
The Next Service Notice Barcode report is printed for a specific work order. The work order status is either ‘C’ or ‘D’ and the job has a status of ‘DON’. The label prints the unit number, license number associated with the unit, job code and description, the due date, the projected meter, and the Maintenance Location of the unit.
File Name – WoNextPMDue_BC.rpt
AssetWorks Report Documentation
Version 24.x
226.Open Work Order Report
The Open Work Order report allows the user to determine the first two groupings and is then followed by the work order number. The report displays the work order number, unit number and description, unit type, visit reason and work order open / promised dates. Next, the report displays the downtime suspended date, how many jobs are on the work order and how many are done. There are counts for each grouping and a grand total at the end of the report.
All data on this report has a work order status of ‘Open’.
File Name – WoOpen.rpt
AssetWorks Report Documentation
Version 24.x
227.Work Order Open Jobs Report
The Work Order Open Jobs report allows the user to determine the first two groupings and sort option. The report prints work order / job information. The report prints the job , job description, the work order and unit numbers, the visit reason and job status. Next, are the dates – work order due date and job due date. Lastly, the job priority, estimated and actual hours and costs – part and commercial charges. There are totals for each grouping and a grand total at the end of the report. The report only looks for the jobs that do NOT have a status of ‘WR’, ‘DON’ or ‘CAN’.
File Name – WoOpenJobs.rpt
AssetWorks Report Documentation
Version 24.x
228.Work Order Part Tag
The Work Order Part Tag report is printed from the work order frame – Parts tab. Part needs to have the ‘Print Tag’ check box checked. The report prints the unit number, year, work order number, open and issue dates, quantity and the part number and description. The ‘Days’ field comes from the System Flag 5191.
File Name – WoPartTag.rpt
AssetWorks Report Documentation
Version 24.x
229.Work Order Repair by Reason
The Work Order Repair by Reason report has three groupings the user can determine. The only criteria is that the job is not cancelled. The report prints the work order and unit numbers, the open date, job location and job code. Next, the work order reason and the job reasons are printed. Finally, costs associated with the work order are printed – labor hours, labor cost, part cost, commercial costs, and a total. There are totals for each grouping and a grand total at the end of the report.
File Name – WoRepairReason.rpt
AssetWorks Report Documentation
Version 24.x
230.Work Order Repeat Jobs Detail
The Work Order Repeat Jobs Detail first groups by the user group choice, followed by the unit number, then the second user choice. The report prints the job and description, work order number, open date meter and location. Next, the job reason, charged hours and costs associated with the work order are printed. That are totals for each group and a grand total at the end. The report looks for those records where the job status is not cancelled, the Job Open Date is greater than or equal to the user entered date and either the repeat days is greater than zero or the repeat usage is greater than zero. There is a group selection – the job open date must be less than or equal to the user date plus the days from repeat days field AND the unit count must be greater than 1. If there are any job notes, they are printed after each job. There is a new page after each unit number.
File Name – WoRepeatJobs.rpt
AssetWorks Report Documentation
Version 24.x
231.Work Order Advanced Repeat Jobs Detail
The Work Order Advanced Repeat Jobs Detail report is virtually the same as the Repeat Jobs Detail report – Same fields / groupings. The difference is in the selection of data. The Advanced report looks at System Flag 5212, the job open date is greater than or equal to the user date and the repeat flag is NOT null. There is a new page after each unit number.
File Name – WoRepeatJobsAdv.rpt
AssetWorks Report Documentation
Version 24.x
232.Work Order Repeat Jobs Batch
The Work Order Repeat Job Batch report has a single sort option for the user. The report page breaks on the sort. The report looks for those work orders that have a job status that is NOT cancelled and the repeat flag is checked. The report prints the unit and work order numbers, the work order location and status and the meter. Next, it prints the job code, open date, location, reason, and status. Finally, the costs associated with the work order are printed. There are no totals on the report except for a grand total.
File Name – WoRepeatJobsBatch.rpt
AssetWorks Report Documentation
Version 24.x
233.Work Order Repeat Jobs Summary
The Work Order Repeat Jobs Summary first groups by the user group two choices, followed by the unit number, then the forth user choice. The report prints the job and job description, work order number, open date, meter, and location. Next, the job reason, charged hours and costs associated with the work order are printed. That are totals for the first two groups and a grand total at the end. The report looks for those records where the job status is not cancelled, the Job Open Date is greater than or equal to the user entered date and either the repeat days is greater than zero or the repeat usage is greater than zero. There is a group selection – the job open date must be less than or equal to the user date plus the days from repeat days field AND the unit count must be greater than 1. There is a new page after each unit number.
File Name – WoRepeatJobsSum.rpt
AssetWorks Report Documentation
Version 24.x
234.Work Order Advanced Repeat Jobs Summary
The Work Order Advanced Repeat Jobs Summary report is virtually the same as the Repeat Jobs Summary report – Same fields / groupings. The difference is in the selection of data. The Advanced report looks at System Flag 5212, the job open date is greater than or equal to the user date and the repeat flag is NOT null. There is a new page after each unit number.
File Name – WoRepeatJobsSumAdv.rpt
AssetWorks Report Documentation
Version 24.x
235.Work Order Survey
The Work Order Survey is taken (printed) after a work order has been complete. It is to be emailed to the appropriate person or department indicated. The survey prints out the work order number, open and completed dates, the unit number and maintenance location. The user is to fill out their level of satisfaction and send it back in for review.
File Name – WoSurvey.rpt
AssetWorks Report Documentation
Version 24.x
236.Work Order Warranty Job Cost
The Work Order Warranty Job Cost report prints those work orders that have warranty. The user determines the first two groupings. The report prints the work order and unit numbers, the job open date, job code and location and the status. Next, it prints the job reason, the violation, claim number and costs. There are totals for each grouping and a grand total at the end of the report. The report looks for those records where the status is not cancelled, the warranty job flag is checked, the warranty violation flag is not set to ‘N’ and the warranty cancel flag is not set to ‘C’ or null.
File Name – WoWarrantyJobCost.rpt
AssetWorks Report Documentation
Version 24.x
237.Work Order Warranty Claims
The Work Order Warranty Claims report first groups by the user defined selection, followed by the claim number and job ID. The report displays detailed warranty and work order information.
The top section of the report displays the claim number, work order number, the date it was created, the unit number and description. The middle section displays vendor information:
vendor number and name, address, contact information, the claim status, and dates for negation, authorized and invoiced. The detail of the report prints job information. For each job code, the item type, item field quantity, actual amount, claim amount and the amount that is agreed are printed with totals. The last section displays notes for complaint, cause, and correction. There are two versions of the report – one is to be ran from the menu tree and the other is to be ran from the Warranty Claim frame.
File Name – WoWarrClaim.rpt
WoWarrClaim_Many.rpt
AssetWorks Report Documentation
Version 24.x
238.Work Order Claim Summary
The Work Order Claim Summary report is very similar to the Detail version of the report.
The report still prints the claim information and the vendor information. For the job section, the report prints the job code and description, the actual amount, claim amount and agreed amount.
There are totals for each column. At the end of the group, there is pie chart and a bar chart.
File Name – WoWarrClaimSum.rpt
AssetWorks Report Documentation
Version 24.x
239.Work Order Warranty Violation Report
The Work Order Warranty Violations report allows the user to determine the first grouping and is then followed by the unit number. For each unit grouping, the unit number, year, make, and model are printed along with the in-service date and VIN number. The detail of the report prints the work order number, job and description, the job location, reason, and status. Next is printed the labor hours, cost of the job, open date of the job, Life-To-Date Usage, violation description and the warranty cancel flag. There is a count of jobs, sum of labor hours and job cost for each group. There is a grand total at the end of the report. The report only looks at those records where the Warranty Violation Flag <> ‘N’ AND the Warranty Cancel Flag is NULL or the Warranty Cancel Flag <> ‘C’.
File Name – WoWarrViolation.rpt
AssetWorks Report Documentation
Version 24.x
240.Work Order Worksheet
The Work Order Worksheet (or Work Order Job List) report prints detailed information about the work order. The report can be ran from the Work Order Main frame or the Menu Tree. The first section of the report prints work order and unit information. For the work order, it prints the location, reason, date opened and promised date. For the unit, it prints unit description, serial number, tech spec, meter information, using department and in-service date. The next section prints every job on the work order and detail information about the job. For the job section, it prints the job code and description, job reason, location, open / due dates, estimated cost and hours. The last section only prints if the work order is NOT in an open status or the job status is either DON or WR. The report can also be printed without the barcodes.
File Name – WoWorksheet.rpt
WoWorksheet_Many.rpt
WoWorksheeet_NOBC.rpt
WoWorksheet_Many_NOBC.rpt
WoWorksheet_Sage.rpt
AssetWorks Report Documentation
Version 24.x
241.Work Request PM Forecast Compliance
File Name - PMForecastCompl.rpt
AssetWorks Report Documentation
Version 24.x
242.Work Request Department Job Forecast
The Department Job Forecast report allows the user to determine the first two groupings. The report prints the unit number or department and description, the job code and request location.
The next columns prints the date for due date, first date and last date. The last two columns are parking location and operator name. There is a unit count and a job count for each grouping and totals at the end of the report. Only those records that do not have a null work request number are printed.
File Name – WoForeJobsDept.rpt
AssetWorks Report Documentation
Version 24.x
243.Work Request Location Job Forecast
The Location Job Forecast report allows the user to determine the first two groupings. The report prints the Due Date, unit number or department and description, work request and occurrence number and the job code and description. The next columns print the job reason, size of the crew, the shift preference, estimated hours and priority. There is a count of jobs, total of estimated hours and average of the priority for each grouping and the end of the report. Only those records that do not have a null work request number are printed.
File Name – WoForeJobsLoc.rpt
AssetWorks Report Documentation
Version 24.x
244.Work Request Operator Job Forecast
The Operator Job Forecast report allows the user to determine the first two groupings. The report prints the due date, unit / department number and description, work request number and occurrence, the job code and description, location, reason, and priority. The detail of the report prints the using department number and description, operator name, driver’s name, and phone number. There is a count of jobs, total of estimated hours and the average of the priority for each grouping and at the end of the report.
File Name – WoForeJobsOper.rpt
AssetWorks Report Documentation
Version 24.x
245.Work Request PM Compliance
The PM Compliance report allows the user to determine the first two groupings. The detail of the report prints unit / department number and description, job code and description, work request and occurrence number and dates for due / last / completion. The last columns are for compliance status and schedule variance. Both are formulas.
The compliance status looks the dates for due / last / job completed. If there is no DUE DATE – status is UNSCHED. If the work order number is NULL and the LAST DATE is NULL and the DUE DATE is less than current date, then the status is OVERDUE otherwise the status is DUE. If the work order number is NULL and LAST DATE is NOT NULL and LAST DATE is less than current date, then the status is OVERDUE otherwise it is DUE. If the job completed date is NULL and the LAST DATE is NULL and the DUE DATE is less than the current date, then the status is WIP-LATE otherwise the status is WIP. If the job completed date is NULL and the LAST DATE is NOT null and the LAST DATE is less than the current date then the status is WIP-LATE otherwise the status is WIP. If the job completed date is less than or equal to the due date AND the FIRST DATE is NULL, then the status is DONE. If the job completed date is less than the FIRST DATE, then the status is EARLY otherwise the status is DONE. If the job completed date is greater than the DUE DATE and the LAST DATE is NULL, then the status is LATE. If the job completed date is greater than the DUE DATE and the job completed date is less than or equal to the LAST DATE, then the status is DONE otherwise the status is LATE. If none of the scenarios fit, the status is N/A.
The Schedule Variance formula looks at the work order number, due date and completed date.
If the work order number is null, then find the days between the due date and the current date. If the job completed date is null, then find the days between the due date and the current date; otherwise, find the days between due date and job completed date.
File Name – WOPMCompliance.rpt
AssetWorks Report Documentation
Version 24.x
AssetWorks Report Documentation
Version 24.x
246.Pending Work Request
The Pending Work Request report prints those records where the work order number is null.
The user can determine the first two groupings. The report prints detailed information about the work request – work request number, unit number and description, job and description, reason, location, and shift. It continues with the priority, source, estimated hours and due date. For each grouping, there is a count of work request icons, average priority, and a total of estimate hours.
There is a grand total at the end of the report.
File Name – WOUnitWorkReq.rpt
AssetWorks Report Documentation
Version 24.x
247.Work Request
The Work Request report prints detailed work request information. The user determines the first two groupings, followed by a group sort. The report prints the work request number and occurrence, unit / department number, job code and description and the reason code and description. The last section of the report prints the location, shift, priority, the department quote (quote status), the estimate cost and hours and when it is due. The notes section only prints if there are notes. For each grouping, there is a count of work requests, the average priority and totals for estimate cost and hours. There is a grand total at the end of the report.
There are two versions of the report. One is ran from the menu tree and the other is ran from the work request frame.
File Name – WoWorkReq.rpt
WoWorkReqParm.rpt
AssetWorks Report Documentation
Version 24.x
248. Work Request Standard Job Status
The Standard Job Status report has a custom view to display the data. The view only pulls Units that do not have a status of ‘S’, ‘B’ or ‘O’ and there is not work order for the work request.
The report prints detailed unit information – unit number, tech spec, meter, and usage information.
File Name – WrStdJobStat2.rpt
AssetWorks Report Documentation
Version 24.x
249.Work Request Unit PM Jobs Due
The Unit PM Jobs Due report allows the user to select the first grouping and then it is grouped by Unit Number. For each unit, the unit number and description, using department and operator are printed across the top. The detail of the report prints the work request / occurrence number, the job and description, the intervals, and dates for last completed, next due and current date.
Below the work request and job information, the report prints the job reason, source, who reported the issue, the work request location, if the work is absolute or relative, the schedule basis and usage and fuel information. Only those records where the work order is NULL and the maintenance preventative flag is set to Y display on the report.
File Name – WRUnitPMJobsDue.rpt
AssetWorks Report Documentation
Version 24.x
Updates
Release Section Description
24.0 All sections Applied miscellaneous writing style updates throughout the document.