WIP - Work In Progress Report

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This report summarizes revenues and costs incurred to date with projected revenues and costs to complete the project for billing groups.

Purpose	Billing Group Progress	Data Source	Billing Group Order Lines
By Store	Y	By Sales Rep	N	By Product Code	Y
Profit	Projected	Customer Type	N	Balance Due		N
Order Status	Written and Delivered	.CSV output	Y	User Defined		N
Paper Size	8.5 X11	Balance to
Common uses:
Tips for Use: Since this report pulls from line information, it does not include tax or miscellaneous cost in profit numbers. Load, freight, and overhead are also not included.

The wording on the Work in Progress Report options screen was changed from Ending Date to Date to more accurately reflect that the date for this report determines how to group things on the report.

Listed below are the column headings of this report and where the numbers originate.

Product	Product Code
Contract Amount	Total Amount of all orders in the billing group
Change Orders	Amount of change orders.  NOTE:  This amount pulls from the lines on the change order.  The invoice has to be marked as a changed order in the billing group in order for this report to recognize the invoice as a change order and place the change order number on the report in this column.
Adjusted Total	Total of all invoices less any change orders.
Del. To Date	Total of all lines by product code that are in a job costed status.
Profit To Date	This number is calculated by taking the Delivered Net Sale amount and subtracting the following cost:                                     Delivered Material Cost                                     Delivered Service Cost                                     Delivered Overhead Margin Cost                                     Delivered Freight Cost                                     Delivered Tax Cost
GP%	GP% is calculated on the delivered (job costed) portion of the sale.  To calculate the GP%: Profit to date \ Del. To Date = GP%
% Del.	% Delivered is how much of the job that has been billed so far. Delivered to Date / Contract Amount = % Delivered
Current Shipped	For Non-ERRM users, current shipped not job costed are lines on the Not Jobcosted order that a picking ticket has been run for. Therefore the lines are in a delivered status.
	For ERRM users current shipped not job costed are lines on the order that a delivery ticket has been run for. Therefore the lines are in a delivered status.
Current Not Shipped	Current not shipped is the value of all lines in the billing group by product code that is not in a delivered or job costed status
Projected Cost Undelivered	Cost of all lines by product code in the billing group which are not in a delivered or job costed status.
Projected Profit Undelivered	Projected profit on all lines in the billing group by Product code that is not in a delivered or job costed status.  To calculate the % undelivered profit: Contract Amount – Projected Cost = Projected Profit Undelivered