❑The Job Aging As Of dialog provides a listing in a Grid format of the Balances still owed on Job Costing records, based on a User specified As Of Date, and may be Printed as a report, and/or Exported to an Excel style Spreadsheet.
•There are two ways to access the Job Aging As Of Grid dialog:
a)From the Backstage Menu System Select Reports and Choose Job Costing and Select the Job Costing 2.0 option and Click the Job Aging As Of option, or
b)From the Quick Access Menu, Select Reports and Choose Job Costing and Select the Job Costing 2.0 option and Click the Job Aging As Of option
Job Aging As Is Grid dialog
❑Setting Up the Job Aging As Of dialog's data grid Options:
•As Of Date - Initially, the default As Of Date field is set as Today (until you make your selections and Select Print or Export) which will provide an "Aged Listing" of all Outstanding Balances owed by Subscribers for Jobs as of Today.
As Of Date field
•Show Detail - Check this box to display a sidebar drill-down Grid with Job Detail for the selected Job which will list the Start Date, Balance for Job Tasks - whether or not those Tasks have been Invoiced, and the value of any Proposed RMR.
✓Double-Click on an Job Detail item to display the associated Job Costing Form.
•Retrieve Data - Once the appropriate As Of Date entry is specified:
✓Click the Retrieve Data Icon to load that set of Job Costing records into the Job Aging As Of Grid.
•Go To Subscriber - Right-Click on any line item to open the Radial Right-Click Menu from which the Go To Subscriber option may be selected.
Job Aging As Is Grid dialog - Go To Subscriber option
•Print - Once the Job Aging As Is list has been formatted as needed, the User may Click the Print Icon to create a Print Preview.
✓See the "Formatting the Job Aging As Of data grid" discussion later in this chapter for those instructions.
✓This Print Preview will be formatted (see the illustration below) as the data grid was formatted (see the illustration above).
•Print Detail - If the Show Detail box was Checked (see Show Detail above), the Print Detail option will be available.
Job Aging As Is Grid dialog - Show Detail (and Print Detail) options activated
✓This Print Detail option will create a Print Preview for the Job Aging Detail of the selected Balance Due record
Job Aging As Is - Print Detail - Print Preview
•Export - Once the data has been formatted, filtered, sorted and configured as needed, Click the Export Icon to display the standard Windows® Save As dialog.
✓See the data grid chapter for more information.
•EMail - Once the data has been formatted, filtered, sorted and configured as needed, Click the EMail Icon to send this data as a PDF attachment to an Email address of your choosing.
❑Formatting the Job Aging As Of data grid:
•Select columns to be displayed - Choose the columns of data which are to be included in this data grid
Available Data Columns
✓Click the asterisk (¬) at the left of the data grid's Header row (see the mouse pointer in the illustration above) to display a list of all of the column names - and associated data - which may be displayed.
✓By default, all Column Names will be Checked.
✓Remove the Check mark (Click on the Check to remove it) to hide that column of data from the data grid.
•Setting the Order in which the data in the grid is Listed within the Job Aging As Of Grid dialog (Report):
✓The default sorted order of the Job Aging As Of Grid List is based on the Subscriber's Name - which is ordered from lowest to highest (A - Z).
✓Thereafter, the column that determines the sorted order of the List may be easily changed, whenever needed.
Job Aging As Is Grid - ordered by Sales Person
✓To do so:
▪Click another column's Header Name (the mouse points to the sorting arrow within the Job Type Header Name in the illustration above) to change the sorted order to by on that column of data, with the sorted order automatically set from lowest to highest (a-z or 1 - 9).
▪To change this newly selected column's sorted order from highest to lowest, Click that column's Header Name again.
▪An Arrow next to the Header Name indicates the column that is determining the sorted order of the Grid Data.
o~ indicates lowest to highest (a-z or 1 - 9)
o€ indicates highest to lowest (z-a or 9-1).
✓To do so: Drag & Drop a Header Name to the Drag a column here to group a column area above the data grid's Header.
Job Aging As Is Grid - grouped by Sales Person
▪All the rows associated with the selected Header Name will be Grouped together, followed by the next Header Name and its associated rows, etc.
✓To cancel the Grouping, just Drag & Drop the selected Header Name back to the Header itself.
▪If this Job Aging As Of data grid is closed when Grouping is still in effect, once reopened, the previously established Grouping will still be in effect.
❑Job Aging As Of Grid - Output - The data is presented in a Grid format and therefore has all of the normal Grid features and functions such as Sorting, Relocating, and Filtering the data presented before it is Printed as a report, and/or Exported to a file.
a)Choose which columns of data are to be included,
b)Set the order in which they are to be listed, related any columns (if appropriate),
c)Adjust any column's width,
d)Then, when ready:
i.Print - Click the Print Icon at the top of the Form to display the Print Preview dialog.
ii.Export - Click the Export Icon to display Save as... Windows® dialog.