Summary

The LEMS Report will display LEMS transactions on a filtered set of work orders.

Labor - The work orders Labor Report will display the labor entries and labor adjustments that have been made to a filtered range of work orders. The Labor report will display the Work Order Number, Line Number, Employee or Position, Pay Code, Activity Date, Hours, Hourly Rate, Base Amount, Benefit Cost, Overhead, and Total Amount for each labor entry that is filtered into the report. The report will be sorted by work order and totals will be provided for the Base Amount, Benefit Cost, Overhead, Activity Total and Total Amount for each work order and the report as a whole. The report can also include labor adjustments and uncommitted labor entries if those toggles are checked.

Equipment - The work orders Equipment Report will display the Work Order Number, Line Number, Equipment Code, Meter, Activity Date, Units, Hourly Rate, Base Amount, Overhead, and Total Amount for each equipment entry that is filtered into the report. The report will be sorted by work order and totals will be provided for the Base Amount, Overhead, Activity Total and Total Amount for each work order and the report as a whole. Since you cannot create an equipment activity item directly from a work order, this report is mainly used to list the equipment adjustments on a work order.

Materials - The work orders Material Report will display the material activity items and adjustments that have been applied to work orders. The report will display the Work Order Number, Line Number, Item ID, Activity Date, Units, Cost Per Item, Base Amount, Overhead, Activity Total and Total Amount for each materials entry that is filtered into the report. The report will be sorted by work order and totals will be provided for the Base Amount, Overhead, Activity Total and Total Amount for each work order and the report as a whole.

Services - The work orders services report is a list of services that are attached to work orders on Accounts Payable Invoices. If you have attached work order information to requisitions or purchase orders, that information will not display on this report until the requisitions or purchase orders have become invoices. The report will display the Work Order Number, Line Number, Vendor Number, Activity Date, Amount, Overhead, Activity Total and Total Amount for each services entry that is filtered into the report. The report will be sorted by work order and totals will be provided for the Amount, Overhead, Activity Total and Total Amount for each work order and the report as a whole.

Adjustment - The work orders adjustment report will display the adjustment activity line items that have been applied to work orders. Adjustment line items are used to bill miscellaneous charges to work orders. The report will display the Work Order Number, Line Number, Activity Date, Base Amount, Overhead and Total Amount for each adjustments entry that is filtered into the report. The report will also provide Base Amount, Overhead, Total Amount and Report totals. The report can be sorted by work order, activity date, activity type, reference code or reference unit.

Step by Step

1     Open the LEMS Report window (WO> Reports> LEMS).

2     Configure the report.

• Check the toggle next to each Activity Type you would like to report on.
  • Activity types are crated and maintained on the Activity Type Maintenance window (WO> Maintenance> Activity Type).
• Check the toggle for each Status you would like to include in the report.
  • Work order status is determined on the Work Order Maintenance window (WO> Work Orders> Work Orders> open a work order> General tab> Status field).
• Check the toggle next to each LEMS Code that you would like to report on.
• Specify a work order range in the Work Order From and Work Order To fields.
• Enter a Category Code or click the field label to select one from a list.
  • Category codes are created and maintained on the Category Code Maintenance window (WO> Maintenance> Category).
• Enter a Department or click the field label to select one from a list.
  • Departments are created and maintained on the Department Maintenance window (SS> Maintenance> Department).
• Specify an activity date range in the Activity Date From and Activity Date To fields.
• Select a Sort By option for the report.
  • The sort by options will be determined by which LEMS Code was selected above.
• Check the Include uncommitted activity toggle to include WO LEMS entries that have not been committed.
• Check the Display all adjustment lines toggle to include all adjustment details in the report.
• Check the Subtotal by LEMS toggle to include a subtotal of each LEMS category included in the report.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).