Project Job Cost Report

Modified on Mon, 09 Sep 2019 13:21 by Freddy Donovan — Categorized as: Project Management


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 listed in the Project Shipping screen 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

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

Project Job Cost Report Example