Applies to: RollMaster (RM) Core
Use this article as a reference for the Work in Process (Progress Billing) module
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Reports 1 > Work in Process (Progress Billing)
For other Sales Processing programs, refer to the Sales Processing module documentation.
This report works in tandem with the Progress Billing module. On this report you will get a breakdown of the amount that has been Progress Billed on each job to date, which will make it easier to know how much still needs to be billed. With the enhancements to Progress Billing Invoicing explained above, you will be able to view the estimated cost and margin percentage (if used) next to each Progress Billed Invoice. You can also view the total cost and percentage below the Job Invoicing History line. These costs are purely from estimating and are not updated through regular job costing update procedures. Additionally, you can now view Progress Billed Invoices on closed jobs.
The program is set up much like the Open Order Report (explained below). When you enter this module, you will get the same Select Option menu with which to set print parameters. The best way to use this report is to know the job number or customer ID on the Progress Billed job ahead of time, and print using that information. Once you set the parameters, arrow down to the Print option and hit enter. The report will show a Job Invoicing History, the total amount that has been Progress Billed thus far, and it will also show the balance remaining to be invoiced.