Definition of Grid: The Recently Completed Orders Grid is a collection of all orders completed within the last month. | |
Column Name | Definition |
Acknowledged Unbilled Cost | The sum of all POs that have been acknowledged but not billed by the vendor |
Acknowledgements | Acknowledgment information pulled from Acknowledgments / Costing module |
Acknowledgment Count | The number of acknowledgements on the order |
Acknowledgments Not Received | The number of acknowledgements on the order that have not yet been received in the receiving module |
Acknowledgments Not Shipped | The number of acknowledgements on the order that have not yet been shipped by the manufacturer (based on Ack Ship Date) |
Acknowledgments Received | The number of acknowledgements on the order that have been received in the receiving module |
Acknowledgments Shipped | The number of acknowledgements on the order that have been shipped by the manufacturer (based on Ack Ship Date) |
Actual PO Cost | The sum of current POs on the specified order |
Address | Address of where product is installing / delivering product to (End User Location) |
Address2 | Suite, Building or Apartment Number of where you are installing / delivering product to (Extended address of End User Location) |
Admin Hours | The sum of hours clocked in as "admin time" in the TimeClock for this specific order. |
Applied Deposits | Deposits that have been paid and have been applied through batch entry |
Available Deposits | Deposits that have not yet been paid and have been applied through batch entry |
Avg Aging Days | The average amount of days that the Company takes to pay invoices. Based on End User Company |
Backlog | The Balance field in Order Entry module. Order Sale Price - Invoices - Deposits |
Bill To Company | Where you are sending the billing invoice to. The Company Name for the Bill To on this specific order. Entered on the Quote, then pulled through to Order Entry/Invoice |
Bill To Fax | Fax Number of Bill To Company |
Bill o Phone | Phone Number of Bill To Company |
Booking Credit | Booking credit from the Order Entry screen on the specified order |
CancelledT | If the order was cancelled through the Project > Actions > Cancel This Project |
Cancelled By | Name of user who cancels project |
Cancelled Date | Date project was cancelled |
Cancelled Reason | Reason project was cancelled |
Can Visit | A location you can have clients visit after the installation is complete, pulls from Company Information/record |
City | City of End User Company |
Commisionable Income | The sum of OrderSalePrice where the items are marked as a commissionable product type and in the BOM |
Commissionable Cost | The sum of Cost (based on order entry) where the items are marked as a commissionable product type and are marked comissionable in the BOM |
Commissions Due | The sum of commissions due for the order |
Commissions Paid | The sum of paid commissions for the order |
Commission Use Margin | Checkbox indicating that the Vendor commission % will be the same as the Margin in the BOM. Pulls from Vendor Company Record |
Company ID | The CompanyID for the End User |
Company Type | The company type (customer , vendor, etc.) assigned to the Company Information/record of the Project |
Completed | Checkbox marked when project has been completed (Actions > Complete This Project) |
Completed On | The date the order was marked completed in the Order Entry module (checkbox) |
Completed Date | The date the project was marked complete (Actions > Complete Project) |
Completed Job Count | The count of Projects that have been marked Complete for this end user company |
Confirmed With | Name of person who signed quote/confirmed order, pulls from Order Entry |
Contract Type | The type of contract with the customer, pulls from Order Entry |
Corporate Division | The Corporate Division assigned to the Project in the Project Information Module that made this sale/order. |
Corporate Division ID | The ID of the corporate division that this project is under. Used to pull the corporate division name |
Create Date | Date End User Company Information/record was created |
Created By | Name of user who created End User Company Information/record |
Credit Hold By | User who marks the company on Credit Hold in End User Company Information/record |
Credit Hold Date | Date user marks the company on Credit Hold in End User Company Information/record |
Credit Hold Reason | Reason when marking the company on Credit Hold in End User Company Information/record |
Current Job Count | The count of Projects that have been booked for this end user company |
Current Opportunity Count | The count of Projects that have not yet been booked for this end user company |
Current Orders | The amount of orders that have not yet been invoiced for the End User Company |
Cust Disc | The discount percentage to the customer. Based on the BOM |
Customer | Company name of End User |
Customer PO | The customer PO number, set in the Order Entry module |
Days In Status | The days since the last status change on the order |
Default Terms | The Default Terms for the End User Company record |
Discounts | Discounts applied to invoices on the order |
Does Not Require Physical PO | Checkbox is marked when End User is assigned as Vendor in Company Type drop down and 'Does NOT Require Physical PO' is marked in Company Information/record |
Drive1 Hours | The amount of hours it takes to drive for the order. Based on DriveTime1 in Time Sheets |
Drive2 Hours | The amount of hours it takes to drive for the order. Based on DriveTime2 in Time Sheets |
DT Hours | Double Time hours entered against this order in the Time Clock |
End User Company | End User is where the Product is being delivered to / installed at |
End User Location | Location of End User Company - i.e. branch location or store number |
End User Phone | Phone Number of End User Company |
End User Toll Free | Toll Free Phone Number of End User Company |
End User Total Receivables | The total outstanding receivables tied to this end user company |
Est Cost | The sum of cost in the BOM Module for the specific order/options. |
Estimated Cost | The sum of cost in the BOM Module for the specific order/options |
Estimated Labor Cost | The cost in the BOM where the product type is a Labor Product Type for the specific order. Labor Product Types can be configured in Tools > Configure Labor Product Types |
Estimated Labor Sale | The sell in the BOM where the product type is a Labor Product Type for the specific order. Labor Product Types can be configured in Tools > Configure Labor Product Types |
Estimated Margin | The margin % for the order based on the BOM |
Estimated PO Tax | The sum of tax on current POs on the specified order |
Estimated PO Total | The sum of all existing POs for this order |
Estimated Profit | The Estimated Profit dollars based on the specific order |
Estimated Sale | The sum of sale in the BOM Module for the specific order/options |
Est Labor Cost Remaining | The sum of labor cost in the BOM that has not yet been booked |
Est Labor Hrs | The estimated labor hours |
Est Use Tax | The sum of UseTax in the BOM Module for the specific order/options |
Expected Complete | The expected date of completion of this order. Set in the Order Entry module |
Fax | The Fax # for the End User company, pulls from Company Information |
First Sched Install Day | The first scheduled install day on the Implementation Calendar |
Hot Job | A project with a deficiency on it, marked by going to Actions > Mark as Hot Job. |
Hot Job Assigned By | The user who marked the project as a Hot Job (deficiency) |
Hot Job Date | The date on which the project was marked as a Hot Job (deficiency) |
Hot Job Reason | The reason a project was marked as a Hot Job (deficiency). This is a required field when marking the project as a hot job. |
Installation Completed On | The date of the last day on the Implementation Calendar for the particular order installation |
Installation Vendor | Indicates if the End User is a Installation Vendor (Sub Contractor) |
Internal Labor Cost Estimate | Sum of Labor Cost in the BOM where the vendor is set to a company which as the "POs Created are Internal Cost Only" checkbox selected AND Product type is a labor product type, set in Tools > Configure Labor Product Types |
Internal Labor Sale Estimate | Sum of Labor Sale in the BOM where the vendor is set to a company which as the "POs Created are Internal Cost Only" checkbox selected AND Product type is a labor product type, set in Tools > Configure Labor Product Types |
Inventory Cost | The cost of inventory goods |
Inventory Not Yet Received | The amount of inventory items that have not yet been received in the receiving module |
Invoices | The sum of Invoices on the particular order |
Is Architect | Checkbox is marked when End User is marked as 'Architect' in Company Information/record |
Is COM Ship To | Checkbox is marked when End User is assigned as Vendor in Company Type drop down and 'I Ship COM Fabric to This Location' is marked in Company Information/record |
Is Direct Bill | Checkbox is marked when End User is marked as 'Architect' in Company Information/record |
Is Furniture Dealer | Checkbox is marked when End User is marked as 'Furn Dlr' in Company Information/record |
Is Reference | Is a company that can be used as a reference, pulls from the Company Information/record |
Is Warehouse | Checkbox is marked when End User is marked as 'Is Warehouse' in Company Information/record |
Job # | Auto-generated to be the same as the project number when an order has been booked AND the Order Book Date + Job Book Date have been filled out |
Journal Cost | The cost applied to the order as a Journal Cost via Batch Entry |
Journal Costs | The cost applied via batch entry to the order as a Journal Cost |
Labor Cost To Date | The sum of Internal Labor Cost and Sub Labor Cost to Date. The Labor Cost pulls from the time sheets, while the Sub Labor Cost pulls from the vendor invoices for vendors with the "Subcontractor" box checked in Company Record |
Last Order Date | The date on which an order was last placed for this end user company |
Last Sched Install Day | The last day that the order is scheduled for on the implementation calendar |
Last Status Change Date | The date on which the project status was last changed. The status should be changed automatically based on Action Items setup in administrator, but can also be manually changed. |
Latitude | The Latitude coordinates of the End User Company |
Longitude | The Longitude coordinates of the End User Company |
Market Type | The Market Type drop down assigned to the Company Information/record |
Next Appointment | Set through Actions > Add a Follow Up on the project. |
Next Touch Date | A date set in the Project Information module as a reminder of when to contact the client next |
Next Touch Type | The way to contact the client on the Next Touch Date - i.e. email, phone call, in person meeting. Set in the Project Information module. |
NonCommissionable Cost | The sum of cost (based on order entry) where the items are not marked as a commissionable product type and are not marked commissionable in the BOM |
NonCommissionable Income | The sum of OrderSalePrice where the items are not marked as a commissionable product type and are not marked commissionable in the BOM |
Number Of Employees | Number or Employees of the End User company, pulls from Employee # field in Company Information/record |
On Credit Hold | Indicates if the end user company has been placed on Credit Hold in the Company Record |
On Hold | The project has been marked On Hold through Actions > Put Project On Hold |
On Hold By | The user who marked the project as on hold |
On Hold Date | The date on which the project was marked as on hold |
On Hold Reason | The reason a project was marked as on hold. This is a required field when marking the job on hold. |
Opp Notes | A general note for the project, pulls from the Current Opportunities grid. |
Order Complete | The date the order was completed in the Order Entry module (checkbox) |
Order Sale Price | The sum of sale in the BOM for the specific quote being processed in the Order Entry module. |
Order Type | The type of order, based on the Order Entry module "Order Type" drop down. |
Order Actual Labor Cost | The actual labor cost on the order, based on time sheets |
Order Book Date | The date the order was booked on in the Order Entry module |
Order Invoice Date | The date the order was invoiced on. Found in the order entry module |
Order Name | The name of the order, set in the Order Entry module |
Order Sales Tax | The sum of tax in the BOM for the specific quote being processed in the Order Entry module. |
Order Sale With Tax | The Oder Sales amount including the Tax |
Order Status | The Status of the order. This is a manual and an automated change. You can and should have the status change based on workflow, Action Items being checked out and completed. You can include the manual update of the status in your workflow as Completion Tasks on Action Items. This will help you better manage where an order is at in the process. |
OT Hours | The total overtime hours on the order, based on time sheets |
Outstanding Receivables | The balance remaining on the invoices |
Paid Bills | The sum of all vendor invoices that have been paid |
Payments | The sum of all customer payments |
PO Items Not Yet Received | A count of the PO items not received in the receiving module |
POs Are Internal | Checkbox is marked when End User is assigned as Vendor in Company Type drop down and 'PO's Created are Internal Cost Only' is marked in Company Information/record |
Primary Salesperson | The Primary Salesperson on the project |
Primary Contact | The name of the Primary Contact from the Project Information module |
Primary Contact Company | The company the Primary Contact is associated with |
Primary Contact Direct Phone | The Direct Phone number of the Primary Contact |
Primary Contact Email | The email address of the Primary Contact |
Primary Contact Main Phone | The Main Phone of the Primary Contact |
Primary Contact Mobile Phone | The Mobile Phone of the Primary Contact |
Product and SubCost | The sum of actual cost, based on vendor invoices in the Acknowledgements window |
Project # | The Project number |
Project Manager | The Project Manager associated with the project, pulls from Project Information |
Project Name | The Project Name, pulls from Project Information |
Project Status | The Project Status, pulls from Project Information |
Project Type | The Project Type, pulls from Project Information |
Projected GP | OrderSalePrice - Total Cost (Journal costs + Labour Costs + Unpaid Bills + Pail Bills + inventory cost + unbill cost) |
Projected GP Before Labor | The Projected gross profit not including labor sell/cost |
Projected Margin | Project GP divided by Order Sale Price (%) |
Project Order ID | The Order ID of the particular order |
Project Quote ID | The Quote ID of the quote tied to the particular order |
Reference Contact | A contact that can provide you a reference, pulls from Project Information in the Contacts section |
Referred By | Referred By drop down assigned to the Company Information/record attached to the Project |
Reg Hours | The sum of regular hours on the order, pulls from Time Sheets |
Requested Ship | The Requested ship date of the order, pulls from order entry |
Requested Complete | The requested complete date of the order, pulls from Order Entry |
Requested Install Start | The requested install start date, pulls from Order Entry |
Requires Installation | A checkbox indicating if the particular order requires installation, pulls from Order Entry |
Resale Certificate | Resale # set in the End User Company Information/record |
SAG Sales | The sum of Service Agreement Sales for the End User Company |
Salespeople | A list of all salespeople on the project |
Sales Territory | Sales Territory drop down assigned to the Company Information/record attached to the Project |
Sends Acknowledgement | Checkbox is marked when End User is assigned as Vendor in Company Type drop down and 'Vendor Sends Acknowledgments' is marked in Company Information/record |
Serv Tick Sales | The sum of Service Ticket Sales for the End User Company |
SIC | Standard Industrial Classification four-digit code that categorize the industries that companies belong to while organizing the industries by their business activities. Pulls from the End User Company Information/record |
State | State of End User Company |
Status | Status of End User assigned from drop down in Company Information/record |
Subcontracted Labor Cost Estimate | The sum of labor cost where the vendor is a subcontractor (marked as one in the company setup), based on the BOM |
Subcontracted Labor Sale Estimate | The sum of labor sale where the vendor is a subcontractor (marked as one in the company setup), based on the BOM |
Tax Code | The Tax Code of the End User Company |
Tax Exempt | Checkbox marked when project is assigned as Tax Exempt in Project Information module |
Team Members | The Team Members on the project, pulls from Project Information module |
Terms of Sale | The terms of sale for the invoice, pulls from the Customer Invoice module |
Total Booking Credit | The Booking Credit from the Order Entry Module |
Total Cost To Date | The sum of Vendor invoices + Journal Costs + Labor Cost |
Total Sales | The Total Sales amount for all projects tied to this end user company |
Unacknowledged Unbilled Cost | Cost for which POs have been created but have not been acknowledged or billed by the vendor yet |
Unbilled Cost | The sum of acknowledgements that have not yet been vendor invoiced |
Un Paid Bills | The sum of acknowledgements that have been vendor invoiced but not yet paid |
UserField1 | Customizable field based on Company Record |
UserField2 | Customizable field based on Company Record |
UserField3 | Customizable field based on Company Record |
UserField4 | Customizable field based on Company Record |
Vendor Commission | The Vendor Commission % based on the BOM. Only relevant for Direct Bills |
Website | Website address of End User Company, pulls from Company Information/record |
Zip | Zip code / postal code of End User Company |
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