Page History: Project Job Cost Report
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Page Revision: Mon, 09 Sep 2019 11:26
General Information
Default Menu Location Reports >> Project Management >> Project Job Cost Report
Screen Name JOBREPORT1
The Project Job Cost Report displays project cost data from the Project Job Cost tab, along with invoice and payment totals. The report data is based on invoices associated with projects included on the report. In order for details to appear on this report, the
Sales Order Type Overflow (SOTYPE2) rule must be set up with sales order types that create Job Cost Report data when invoiced.
Note - If using Project Shipping, the sales order type of the first project record must be set up to save job cost data for the report. The entire invoice amount will be reported, even if it includes sales order types that are not flagged for job cost reporting on this report.
 Project Job Cost Report |
Date Range: Enter a date range to filter the report results based on the invoice date of invoices from flagged sales order types associated with the project records.
Sort By - Project: The default sort method lists projects alphanumerically by project number.
Sort By - Sales Person: Groups the report by salesperson name, then alphanumerically by project number.
Format XLS Dump: Select this checkbox to create a formatted XLS file of the report results.
Standard Report Columns¶
Contract Amt: Project Contract amount from the Project Master tab
SubTotal: Subtotal (before tax) of all selected invoices for the project
Tax Total: Invoiced tax total of all selected invoices for the project
Shipped Cost: Shipped Amt value from the Project Job Cost tab
Unshipped Cost: Unshipped Amt value from the Project Job Cost tab
Total Cost: Total Amt value from the Project Job Cost tab
Cost % of Sales: Cost % of Sales value from the Project Job Cost tab, calculated as the total cost divided by the subtotal sale amount for all sales orders on the project
Invoice Total: Invoiced total (including tax) of all selected invoices for the project
Paid Total: Total amount paid against all selected invoices for the project
Balance: Remaining balance calculated from the select Invoice Total and Paid Total details
Invoice List: A list of all selected invoices for the project along with the invoice date in parentheses
Report Example
 Project Job Cost Report Example |
