Running the Work Order Holding Report

When using work orders, the system posts the dollars associated with a work order into a holding account until the work order is complete. Use the Work Order Holding Report to review details behind what is posted to the account for work orders. Use in conjunction with the Work Order Posting Date Utility to make sure that the posting periods are balanced.

To run the Work Order Holding Report:

1. From the Orders > Reports > Work Order Reports menu, select Work Order Holding to display the Work Order Holding Report.

2. In the Branch/Territory/All field, enter the branch or territory for which you want to review the holding dollars associated with work orders.

3. In the Start Date and End Date fields, indicate the time frame for which you want to run the report.

4. Set options, if needed, and generate the report.

See Also:

Using the Work Order Posting Date Utility

Creating G/L Accounts for Work Orders