Applies to: RollMaster (RM) Core
Use this article as a reference for the Open Job Report module, including
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Reports 1 > Open Job Report
For other Sales Processing programs, refer to the Sales Processing module documentation.
This is an extremely valuable sales management tool for keeping track of open jobs in the system. The Open Order Report, explained below, is very similar and a much shorter report, if you don’t wish to see all the detail on this report. The Open Job Report will print out all the detail on an open Job including every order line and any invoicing information. The only qualification in the system for an “Open Job” is that it has not been Closed or canceled. Jobs can be complete and invoiced, but if they are still open in the system, they will show up on this report. The report displays the status of all the lines on a Job, which will inform the sales manager of what needs to be done to complete the Job, or at least point them in the right direction. It also displays the Branch any assigned inventory is located in along with a roll or inventory record number.
When you enter this module, an Open Job Report screen will appear as follows:
The cursor will be positioned in the Job Number (1) field. To see all open Jobs in the system, you can leave all the default settings and click the Print button. However, if you wish to filter or sort the data to narrow the data that appears on the report, you can access any of the fields to make those selections prior to printing the report. At the Job Number (1) field, you can leave these fields blank, or you can enter a specific Job Number or a range of Job Numbers. At the Beginning Date (2) field, click in the date box to enable printing jobs for a date range, and then use the drop-down arrows to select a beginning and ending date for the report. The Customer (3) field will allow you to print jobs for a specific customer. The Job Type (4) field allows you to print the report for a specific Job Type, such as Builders, or Property Managers. And finally, in the Select Jobs (5) box, you can opt to print only Open jobs, only Closed jobs, or Both. Click the Print button to begin printing the report.