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Job Cost Reports

Aged Jobs Report
Billing Variance Analysis
Branch Work In Progress Analysis
Ctrl Balances for Jobs
Customer Job Invoice Analysis
Customer Jobs Schedule
Job Billing Analysis Report
Job Cost Analysis Report
Jobs by Make Analysis
Jobs by Service Analysis
Jobs by Vehicle Analysis
Labour Recovery Analysis
Labour Write-Off Analysis
Quality Checks Analysis
Revenue Provisioning Schedule
Service Recall Jobs Status
Service Recall Letters
Service Recalls Analysis

Aged Jobs Report

The Aged Jobs Report option provides the capability for producing selective listings analysing work in progress, based on the period of time that costs have been on jobs with no billing or write off action invoked, as defined by the control account, job account or service code or job manager range, as at date, and format requirements specified. The details listed include account numbers and names, job start dates, total costs and their age analysis, job invoice numbers if a New status, ie. not processed, document is associated with a job, and where utilised, account classifications by job manager and service code. The report may be presented as either a summary, or as an analysis by service code, job manager or control account, with jobs listed in either account number, account alpha key, job start date or job status sequence. Optionally, all outstanding jobs may be included, as opposed to only those with accumumulated costs recorded, and jobs may annotated with details in regard to charge-to account names and the date up to which labour charges have been recorded. View sample reports TCSJobAged-Sum-Acct, TCSJobAged-Sum-Acct-All, TCSJobAged-Srv-Date, and TCSJobAged-Mgr-Status-Details.

Billing Variance Analysis

The Billing Variance Analysis option provides the capability for producing selective analyses of cost recovery variations by cost type, as defined by the control acount, service code range and billing date range selections specified. Optionally, the analysis may be restricted to a selected charge-to, or customer, account number only. Details listed include account numbers and names, charge-to account names, billing or invoice references, and job cost, job billing and recovery variance values, accompanied by variance values for each of the employee time, inventory use, purchased service and sundry expenditure elements, and may be presented in either account number or service code sequence. View sample reports TCSJobBillingVar, and TCSJobBillingVar-Srv.

Branch Work In Progress Analysis

The Branch WIP Analysis Report provides the capability for producing selective listings of work in progress (WIP) statistics, as defined by the job control account and 'as at' date requirements specified. The report presents, for each control account, values invoiced in the specified month, work in progress at the specified date, the number of jobs opened, invoiced and remaining, and the percentage remaining, in the specified month, the number of jobs invoiced and remaining, and the percentage remaining, of all jobs in work in progress at the specified date, and the number of jobs inactive for over 60 days. Rankings are given to the selected control accounts, based on the percentage value left in WIP accounts for the specified month. View sample report TCSJobWIPAnalysis.

Ctrl Balances for Jobs

The Ctrl Balances for Jobs option provides the capability for producing listings of job work in progress balances, as at the date specified, for nominated control accounts. Details listed include account numbers and names, charge-to account names, and account balances, and may be sequenced either numerically, i.e. by account number, or alphabetically, i.e. by alpha key, as required. View sample report TCSAcctCtrlBal-Job.

Customer Job Invoice Analysis

The Customer Job Invoice Analysis option provides the capability for producing selective listings of job invoice details for a specified customer over a nominated time period, as defined by the job control account, customer account number, job code, invoice date range and format requirements specified. The analysis presents job numbers and descriptions, job invoice or credit note numbers, cost values analysed by cost category, total job cost and job billing, or invoiced, values. These details may optionally be presented with monthly sub-totals, and a summary report may also be produced. View sample report TCSJobInvCust.

Customer Jobs Schedule

The Customer Jobs Schedule option provides the capability for producing selective listings of job details for a customer over a nominated time period as defined by the job control account, customer account number, job date range and format requirements specified. Optionally, the report may be restricted to 'in progress' jobs only, i.e. those at Open status, or at Complete status but not yet fully billed. The summary format presents job numbers and descriptions, job start and finish dates, job status, service codes and descriptions or service request narratives, estimated costs, total job costs, quoted prices and job invoice values. The detailed format incorporates the summary information, accompanied by the date, type, reference, narration, quantity and amount for all cost transactions on each job. Both formats may be presented with jobs in either account number, service code or commencement date sequence. View sample reports TCSJobCustSchedule-Sum, TCSJobCustSchedule-Sum-In-Progress, and TCSJobCustSchedule-Det.

Job Billing Analysis Report

The Job Billing Analysis Report provides the capability for producing selective analyses of job recoveries by cost type, as defined by the control account, service code range, billing date range and format requirement selections specified. Optionally, the analysis may be restricted to a selected charge-to, or customer, account number only. Details listed include cost values, billed values and recovered percentages, for both job totals and each of the employee time, inventory use, purchased service and sundry expenditure elements. All job accounts may be listed, or the analysis may be restricted to accounts with selected cost element, or cost type, exceptions, and may be presented in either account number or service code sequence. View sample reports TCSJobBillingAnal, TCSJobBillingAnal-Srv, and TCSJobBillingAnal-Excp.

Job Cost Analysis Report

The Job Cost Analysis Report option provides the capability for producing selective listings analysing job costs by cost type, as defined by the control account, service code range, account number range and as at date requirements specified. Details listed include account numbers and names, charge-to account names, job start dates, estimated and actual hours, and total job costs analysed in terms of employee time, inventory usage, purchased service and sundry expenditure elements, and may be presented in either account number or service code sequence. View sample reports TCSJobCostAnal, and TCSJobCostAnal-Srv.

Jobs by Make Analysis

The Jobs by Make Analysis option provides the capability for producing selective listings of service jobs analysed by the make of the equipment serviced, and the location at which the service was undertaken, as defined by the job control account, vehicle make, job start date range and format requirements specified. Optionally, all jobs for the period may be reported, or only those jobs that have been billed, and the listing may be restricted to an analysis of a specified customer. The summary format presents either job count, billed value or accumulated job cost statistics for each selected vehicle make within each selected location, i.e. control account, optionally accompanied by percentage analyses by make and by location. The detailed format presents all the job accounts from which the summary statistics have been accumulated, listing within each selected vehicle make for each selected location, job numbers and names, job start dates and current status, service codes and descriptions, charge-to account numbers and names, accumulated job costs and billed values, in either job number or job start date sequence. The cost details format presents job numbers and names, job start dates and current status, estimated and actual hours, and the various elements of cost, e.g. labour, materials, purchased services, from which total job costs are accumulated. The cost totals format provides a summary by make, presenting job counts, estimated and actual hours, and the various cost element amounts, accompanied by an adjusted billing value that is determined with regard to the cost elements selected for exclusion. Additionally, where vehicle makes have been selected, all report formats may optionally incorporate information in regard to all the non-selected makes, i.e. 'other makes' sections on job level 'detail' style reports, or 'other makes' totals on 'summary' style reports. View sample reports TCSJobMakeAnalysis-Sum-Billed-All, TCSJobMakeAnalysis-Sum-Billed-Sel,TCSJobMakeAnalysis-Det-Acct, TCSJobMakeAnalysis-CostDet-Date, TCSJobMakeAnalysis-CostTot-All, and TCSJobMakeAnalysis-CostTot-Sel.

Jobs by Service Analysis

The Jobs by Service Analysis option provides the capability for producing selective listings of jobs analysed by their service code, and the location at which the service was undertaken, as defined the by job control account, service code, job start date range and format requirements specified. All jobs for the period may be reported, or only those jobs that have been billed, and the statistics presented may be either the number of jobs, the billed value of jobs, or the accumulated job costs. Optionally, the listing may be restricted to an analysis for a specified customer. The summary format presents the job count or job value statistics for each selected service code within each selected location, i.e. control account, optionally accompanied by percentage analyses by service code and by location. The detailed format presents all the job accounts from which the summary statistics are accumulated, listing within each selected service code for each selected location, job numbers, vehicle account and registration numbers, job start dates and current status, current vehicle operator names, charge-to customer account numbers and names, accumulated job costs and billed values, in either job number, or job start date sequence. View sample reports TCSJobServAnalysis-Count, and TCSJobServAnalysis-Cost.

Jobs by Vehicle Analysis

The Jobs by Vehicle Analysis option provides the capability for producing selective listings detailing service jobs on vehicles, as defined by the model code, customer account number, vehicle account number, and job date range requirements specified. Additional selections enable the jobs listed to be restricted to particular service codes or job invoice recipients, present either service request texts or quick reference codes as job narratives, and job cost and job billing values may be optionally included or excluded. Details listed for each vehicle include job numbers and start dates, service codes and job narratives, operating kilometer or hour readings, job status and invoiced status, and where applicable, job cost and job billing values, accompanied by unit costs, i.e. per kilometer or per hour, where appropriate. Analysis may be specified by either model or customer, presented in job number, service code, ascending job date or descending job date sequence. View sample reports TCSVehJobAnalysis-Model-Request, TCSVehJobAnalysis-Model-QuickRef, TCSVehJobAnalysis-Model-Excl-Values, and TCSVehJobAnalysis-Cust-Excl-Costs.

Labour Recovery Analysis

The Labour Recovery Analysis option provides the capability for producing selective listings of job labour recovery variances over a nominated time period as defined by the job control account, job invoice date range and format requirements specified. The summary format presents job account numbers and descriptions, job start and finish dates, service codes, charge-to account numbers and names, invoice numbers, job hours, job invoice and job credit hours variations, invoiced hours, invoiced hours variances and allocated recovery hours. The detailed format incorporates the summary information, accompanied by recovery codes and descriptions, employee numbers and names, narrations, invoice or credit numbers, and the allocated or recovered hours for each job. All jobs may be reported, or they may be restricted to jobs with billing variances only, or jobs with unallocated or unrecovered variances only, and both formats may be presented in either job account number, service code or customer name sequence. View sample reports TCSJobLabourRecover-Sum-All-PreAlloc, TCSJobLabourRecover-Sum-All-PostAlloc, and TCSJobLabourRecover-Det-Var-PostAlloc.

Labour Write-Off Analysis

The Labour Write-Off Analysis option provides the capability to list jobs on which charged labour has been written off, as defined by the department, customer group, invoicing date range, percentage and value write-off limits, and format requirements specified. The report details job numbers and descriptions, labour costs, labour recovered and write-off values and percentages, accompanied by charge-to customer account numbers and names, job invoice numbers and dates, and biller usernames, and may be presented in either job number, customer name or write-off amount sequence. Comparative totals for non-selected value write-offs, write-ons and all jobs subject to invoicing action in the selected period are also presented. View sample reports TCSJobLabourWOff-All-Values, and TCSJobLabourWOff-Sel-Values.

Quality Checks Analysis

The Quality Checks Analysis option provides the capability for producing selective listings of jobs that have been checked for quality, as defined by the job control account, job completion date range, actioning employee account number, approving employee account number and format requirements specified. The summary format presents, for each selected control account, the totals of jobs completed, jobs subject to quality check, jobs actually checked and jobs exempted from check. The detailed format lists the summary data for the control account, preceded by the number, description, completion date, actioning employee number and name, and approving employee number and name for each job subject to checking, and which may be presented in either job completion date, actioned by name or approved by name sequence. View sample reports TCSJobQualityCheck-Sum, and TCSJobQualityCheck-Det.

Revenue Provisioning Schedule

The Revenue Provisioning Schedule option provides the capability for producing listings of accrued job revenue balances, and the costs associated with those revenues, at a nominated period end that are required to be reflected in specified revenue and cost provisioning accounts and balance sheet accounts to eliminate the accrued revenues and margins from periodic financial reporting, as defined by the job control account, balance sheet ledger control account, as at date and format requirements specified. The summary format lists, within each job code, the total revenue and costs from job accounts, accrued job revenue ledger account numbers and names, revenue amounts and cost amounts, and the associated provisioning revenue accounts, cost accounts and balance sheet account numbers and names and amounts, presented in department code sequence. The detailed format lists the summary information, accompanied by the revenue and cost amounts for each job account that have been accumulated to produce the accrued revenue account level totals. Optionally, auto reversing journal documents may be generated to process the provisioning amounts. View sample reports TCSJobRevProv-Sum, and TCSJobRevProv-Det.

Service Recall Jobs Status

The Service Recall Jobs Status option provides the capability for producing selective listings of vehicles and associated job details in regard to service recall campaigns, as defined by the service code specified. Optionally, the vehicles listed may be restricted to only those vehicles for which service jobs are due, i.e. have not yet been scheduled. The report commences with the details of the recall service code, followed by vehicle account numbers and descriptions, registration numbers, in service dates, current owners and current operators, and if applicable, job numbers or warranty claim numbers, service departments, job start dates, odometer readings, job or claim status, job hours and job costs, and may be presented in either vehicle account number, job account number or job start date sequence. View sample reports TCSJobServRecallStatus, and TCSJobServRecallStatus-Due.

Service Recall Letters

The Service Recall Letters option provides the capability for producing service recall letters in regard to recall campaigns as defined by the service code, recipient type and content and format requirements specified. Letters can be sent to either current owners or current operators and can be sequenced by the customer account number or alpha key. Where customer accounts have been set to receive Recall Letters by fax or email then they will be sent in that manner as well as or instead of printing. The production of letters is preceded by a summary or control report, detailing the customers to whom the recall letters have been sent and the output type, i.e. print, fax or email, applicable for each. View sample reports TCSJobServRecallLetterSumm, and TCSJobServRecallLetter.

Service Recalls Analysis

The Service Recalls Analysis option provides the capability for producing selective listings of service recalls, as defined the service code, vehicle account, current owner, current operator and format requirements specified. All recalls may be analysed, or the listing may be restricted to those for which the service code status is Open, or current, and/or to those vehicles for which no job has been initiated, i.e. the recall is outstanding. The summary format presents recall service code statistics, in regard to the number of vehicles, the number of completed jobs, the number of open jobs and the number of recalls outstanding, for each category within the summarise by selection. The detailed format presents all the individual recall instances, listing service code, vehicle make, vehicle account number and name, registration number, date into service, current owner name, current operator name, job number, department and start date, vehicle odometer reading and recall status, from which the summary statistics have been accumulated. The reports may be summarised by either service code, vehicle, current owner or current operator, with the individual recalls listed in the service code, vehicle, current owner or current operator order by sequence specified for detailed reporting. View sample reports TCSJobServRecallAnalysis-Sum, and TCSJobServRecallAnalysis-Det.