Claim Report
The Claim Report form allows you to generate different reports from the Service module, according to the parameters chosen in the form.
You can open the form by selecting Service | Reports from the main menu.
Below is a description of the form’s features.
Table of contents
- Report types
- Criteria
- Document types
- Item types
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1. Report types
In this section, you can select the type of report you want to generate.
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HINT
You can generate a report by double clicking the report type.
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There are three types of reports in the Service module, each has its own tab on the form:
2. Criteria
In this section, select the criteria for the report.
| Claim Date From |
Enter the start date for the period of claims you want to generate the report for. |
| (Claim Date) To |
Enter the end date for the period of claims you want to generate the report for. |
| Solved From |
Enter the start date for the period of solved claims you want to generate the report for. |
| (Solved) To |
Enter the end date for the period of solved claims you want to generate the report for. |
| Days in Week |
Select the days in a week, for which you want to generate the report. |
| Weeks in Year |
Select the weeks in a year, for which you want to generate the report. |
| Item |
Select the item ID from the Items register, for which you want to generate the report. |
| Min. Days |
Enter the minimum number of days that have passed between receipt and issue. |
| Name |
Select the item name from the Items register, for which you want to generate the report. |
| Prim. Categ. |
Select the primary item categories, for which you want to generate the report. |
| Sec. Categ. |
Select the seconardy item categories, for which you want to generate the report. |
| Warehouse |
Select the warehouses, for which you want to generate the report. |
| Subject |
Select the subjects, for which you want to generate the report. |
| Partn. Type |
Select the subject types, for which you want to generate the report. |
| Departments |
Select the departments, for which you want to generate the report. |
| Cost Ctr. |
Select the cost centers, for which you want to generate the report. |
| Linked Doc. 1 |
Enter the linked document 1 number, for which you want to generate the report. |
| (Linked Doc. 1) From |
Enter the start date for the period of linked documents 1 you want to generate the report for. |
| (Linked Doc. 1) To |
Enter the end date for the period of linked documents 1 you want to generate the report for. |
| Linked Doc. 2 |
Enter the linked document 2 number, for which you want to generate the report. |
| (Linked Doc. 2) From |
Enter the start date for the period of linked documents 2 you want to generate the report for. |
| (Linked Doc. 2) To |
Enter the end date for the period of linked documents 2 you want to generate the report for. |
| Clerk |
Select the users, for which you want to generate the report. |
| Fault |
Select the faults from Defects register, for which you want to generate the report. |
| Serial No. |
Enter the serial number for which you want to generate the report. |
| Doc. Statuses |
Select the document statuses for which you want to generate the report.
The options are:
- N - Not approved
- P - Approved
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| Repairs by |
Select the worker from Contacts table for which you want to generate the report. |
| Document Number |
Select the issue documents linked with service, for which you want to generate the report. |
| Primary Supplier |
Select the primary suppliers for which you want to generate the report. |
| Warranty |
Select the warranty status for which you want to generate the report. This option is only visible, if Customers tab is selected.
Options are:
- All - displays all items.
- Under Warranty - displays only items still under warranty.
- Warranty Expired - displays only items no longer under warranty.
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| Report |
By clicking this button, a report is created according to selected types and criteria |
3. Document types
In this section, select the Service order document types for which you want to generate the report, by checking the checkbox next to the desired document type.
There are two tabs avaliable:
- Document Types - contains all active Service order document types.
- Document Types - Record Only - contains Service order document types that are set as Record only.
4. Item Types
In this section, select the item types for which you want the report, by checking the checkbox next to the desired item type.