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cats:procedures:reports:openpositionreport [2019/01/02 15:29] – amanda | cats:procedures:reports:openpositionreport [2022/11/11 15:28] – [Report Filters and Options] jen | ||
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====Report Filters and Options==== | ====Report Filters and Options==== | ||
Here are some of the key options for Open Position Reports. | Here are some of the key options for Open Position Reports. | ||
- | [{{: | + | [{{: |
===Contract Type=== | ===Contract Type=== | ||
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* **Open** - For **Purchases**, | * **Open** - For **Purchases**, | ||
* **Inventory** - The **'' | * **Inventory** - The **'' | ||
- | * **Billed Out** - Sales invoiced. | + | * **Billed Out** - Sales invoiced |
- | * **Open/ | + | * **Open/ |
- | * **Open/ | + | * **Open/ |
* **Prov Invoiced** - Items without a **final** Sale Invoice against them. Compare this to the Provisionals Not Finalized report. | * **Prov Invoiced** - Items without a **final** Sale Invoice against them. Compare this to the Provisionals Not Finalized report. | ||
* **Unfixed** - Shows //only// Unfixed items. | * **Unfixed** - Shows //only// Unfixed items. | ||
- | * **Activity** | + | * **Activity** |
- | * **Completed Incl A/R** (or **Not Completed A/R**) - Items marked complete. | + | * **Completed Incl A/R** - |
+ | * **Not Completed A/R** - Items that are only missing a sale invoice. | ||
===Position Date Range and Position=== | ===Position Date Range and Position=== | ||
- | The **Position Date Range** | + | The **Position Date Range** can be used in conjunction with the **Position** filter to choose which type of position is used in the date range. |
- | [{{: | + | [{{: |
The Position Type Options are: | The Position Type Options are: | ||
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===Pricing=== | ===Pricing=== | ||
If you are interested in doing so, you can exclude items that are not fixed or show only To-Be-Fixed items. | If you are interested in doing so, you can exclude items that are not fixed or show only To-Be-Fixed items. | ||
- | [{{: | + | [{{: |
===Allocations=== | ===Allocations=== |