SECTION 4.4.6 - JOB TRANSACTION LIST
USAGE: To print a list of Jobs transactions.
DISCUSSION: When you choose this option, the screen will appear as follows:
Here you can choose the order in which you wish to print the report.
Hint: If you intend to limit the report to a range of Jobs, it is most efficient to print the report in the same order. Eg if you wish to limit the report to a range of dates, the report will scan the job-file faster if you also print the report in date order.
Having chosen from the options, the following questions will appear:
USE LONG FORMAT REPORT If you are using wide stationery, reply Y, otherwise reply N. This question will only be displayed if the relevant option is set to A, see SECTION 7.1.2.
START A NEW PAGE ON CHANGE OF KEY If you have chosen to print the report in Job or Source order, you will be offered this option. If you reply Y, HiFinance will start a new page each time the major key changes. A sub-total will also be printed for each group of Jobs. If you reply N, the report will be printed continuously.
INCLUDE OPEN JOBS If you answer N here, Open Jobs will be ignored by the report.
INCLUDE COMPLETED JOBS If you answer N here, Completed Jobs will be ignored by the report.
The following question asks you to enter both a lower and upper limit. The upper limit must not be less than the lower limit. The default answers define the extreme limits of the field. You do not have to change all of these limits. Only change the ones you wish to, and tab past the others.
CODE JOB RANGE This is the Job code.
JOB GROUP RANGE This is the Job Group code.
SOURCE CODE RANGE This is the Source Code.
TRANSACTION DATE RANGE This allows you to limit the report to a range of due dates.
REFERENCE RANGE This allows you to limit the report to a range of reference numbers. Remember that reference numbers can mean different things depending on the transaction type.
VALUE RANGE This allows you to limit the report to a range of transaction values.
QUANTITY RANGE This allows you to limit the report to a range of transaction quantities. This is only relevant to certain transaction types.
AUDIT RANGE This allows you to limit the report to a range of transaction audit numbers. This is useful if you wish to print a range of transactions but you have entered them in a mixed date range. The transaction audit number is always consecutive.
INCLUDE ALL TRANSACTION TYPES This allows you to limit the report specific transaction types. If you answer Y, all transaction types will be printed. If you answer N, you will be able to choose which transaction types to include and exclude.
To start the report, press <Enter> through each field or simply press <F10>.
The report itself will detail the Transaction Date, Transaction Audit Number, your Reference number, the Transaction Type, the Job Code, and description, the Job Group, the Source Code and description, The Units, Value and any other details. If you are printing the narrow form of the report, some columns are left out, eg the Job and Source descriptions. At the end of the report, all numeric fields are totalled.