Written Business Report and How To Activate

What is the Written Business Report, and do you activate it?
This report was programmed to generate a transaction-al “Written Business” report, as opposed to the Job Cost Margin report that doesn’t consider canceled orders or increases/decreases to existing Jobs. This report writes a new file for Sale, Cost, and Margin each time a User exits a Job and a change was made to impact any of those three figures. For example, if a Job was entered on the 30th of the previous month for 10K but then canceled 20-30 days later, when that cancellation happens, the 10K will hit the Written Business Report on that day.

This Report must be turned on by a BMS Support Agent, and once turned on, it can never be shut off. Also, once Invoiced, you can no longer change the Salesperson ID on the Job. There is a User Control 6 option to determine who can override the Transaction Date or Exit Date for this report. The report will not go back and capture past Jobs when activated. However, a BMS Support Agent can run a program to load in past Jobs based on a Date Range you provide.
When activated, you will see this report option in the main Order Entry screen and within each Job as follows:


From the main Order Entry screen, you'll be able to print or export a detailed or summary list of Written Jobs based on customizable settings as follows:



From within a Job, the system will display a list of all changes as follows:


 
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