Provider's Earnings History Report

Full Order Entry Reports User Guide

Order Entry>Reports>Provider's Earnings History

The Provider earnings history report is a listing of Provider records, either paid or unpaid. The report prints on Legal Paper (8 1/" x 14")

Abbreviated Report 

When this box is checked, the report will print on 8 1/2" x 11" paper instead of

8 1/2" x 14".  The following columns will not print on the abbreviated report: 

• Service
• Service # Rate
• Quantity
• Hours Regular
• Hours Overtime
• Hours Doubletime
• Mis Earnings

Sort Order

The report may be sorted by Provider Name, Order Number, Product Code, Work Order Number, Order Date, Installation Date, Ship- To Name, or Sold- To Name.

When the Sold- To Name option is selected, it is not necessary to print the sold to name under each line, so it will be grayed out when the Sort order is sold to name.

Dates 

To print a particular set of records using one of the date parameters, click in the box to select the date and then type in a beginning and ending date parameter.

Reset

Click the reset button to set all parameters back to the default.

By selecting the Output to CSV file option, the Provider’s Earnings History report can be exported to a file external to RFMS. The .csv  file is the same whether or not abbreviated is chosen for the printed report. 

Exclude Records Posted From AP

This box should be checked if the records that were posted from AP (using the Black Arrow button) are to be excluded from the report.

Providers' History report should NOT exclude Do Not Pay records. Users should be able to print a report for those records only (based on filtered selection via Do No Pay Only drop-down), so they can identify records they wish to change status on from Do Not Pay to Ok to Pay.

The Browse Installers list should not exclude Supplier/Worker/Referral if they ONLY have Do Not Pay records.