File Code Report

Created by Mark Shepherd-Smith, Modified on Tue, 06 Jun 2023 at 02:04 PM by Lachlan Robbie

When the Filing area of dockets is selected, the standard Docket Summary Report is replaced by the Filing Report.


 


Screenshot_2023-05-23_075712.jpg


There are two options when preparing the File Code report:




  1. Quantities by File Code - this sums all the line items by resource and file code.  Includes the following columns with totals for the filtered range.

    • File Code

    • Description

    • Resource

    • Activity

    • Quantity

    • Units




  2. Line Items - this displays each line item and the file code that has been allocated to it.  includes the following columns:

    • Docket Number

    • Customer

    • Supplier

    • Date

    • Customer Ref

    • Supplier Ref

    • Resource

    • Line Reference

    • Activity (Line Type)

    • Quantity

    • Unit

    • File Code

    • Description




After selecting your report format, you can then apply the following filters:



  • Customer

  • Supplier

  • Date Range

  • Docket Status

  • Whether the item is flagged as 'Billable' or not


Finally select the report format: PDF or Excel.


 

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