Customer Accounting Report by WO Close Date

Summary/Use Case

Report Summary

The Customer Accounting Report by WO Close Date provides a detailed breakdown of costs associated with customer vehicles and work orders, organized by facility and customer. This report allows fleet managers to analyze and summarize expenses across multiple cost categories, such as labor, parts, and other specific charges, facilitating improved budgeting and cost control based on the closed work order date.

Use Case

• Track and manage total repair costs for customer vehicles by department and facility.

• Analyze expenses by individual cost categories (e.g., parts, labor, tires) for accurate billing.

• Identify high-cost repairs or customers with significant outstanding balances.

• Assist in end-of-month or quarterly financial reporting with itemized and totalled data.

• Support customer billing accuracy by validating detailed costs per work order.

Location: Where to Find It

Reports > RTA Standard Reports > Work Order > Customer Accounting Report (ROD)

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Data Filter Prompts

You will be prompted for filtering of the Data to specify and narrow down the data that will be pulled. See Data Filter List Below for Options.

Parameter List

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Data Filter List

Report Output and Data Elements

The Customer Accounting Report by WO Close Date displays a detailed breakdown by customer, vehicle, and work order. The report includes costs by various categories such as parts, tires, labor, and other charges, along with totals for each category. Totals are provided at the vehicle, type, and customer levels, enabling a summary of costs for each grouping. The report is sorted in the following order:

1. Customer Number (Ascending)

2. Vehicle Class (Ascending)

3. Vehicle (Ascending)

4. Work Order End Date (Ascending)

5. Work Order Number (Ascending)

Report Output

Report Data Elements