Common Terms

Job # - This is the primary identifier for a job as it moves through 

Job Status - Any job can move through four statuses, in order: Quote (QO), Work Order (WO), Invoice (IN), Closed (CL).  In addition, a job may be voided at any point and will be automatically moved to Void (VO) status.  Voided jobs are removed from reports that contain sales totals or dollar amounts.

Net Sale - The amount a job, less any discounts, waived deductibles, or sales tax.  

Gross Sale - The amount of a job, including sales tax.

Invoice Status - The status of an EDI invoice.  Invoice Status can be one of the following:
NS - Not Sent
SE - Submitted
AK - Acknowledged
AC - Accepted
RJ - Rejected

Salesperson - The salesperson assigned to an account associated with a job.

Dispatcher
- The user assigned as "Dispatcher" on a particular job.

ISR - The user assigned as "ISR" on a particular job.

Biller - The user assigned as "Biller" on a particular job.

Date Accepted - The date an invoice was first accepted.

Scheduled Date - The date a job is scheduled.  Will be the earliest date if multiple appointments are associated with a single job.

Filtering

All reports have at least one, and often several, options for filtering the results

Date Range

Almost all reports can be run for a specified date range.  Many reports can also be filtered on a number of date fields.  Each field and it purpose is described below.

Date Paid - The date that payment was first applied to a job OR the job status was changed to "Work Order" with a valid account selection, whichever occurred first.  This is most commonly used to recognize a sale date.
Scheduled Date -
The date of the first appointment instance of a job.
Accepted Date
- The date an invoice was accepted.
Closed Date
- The data a job's status was changed to "closed".

User
Reports that are filterable by user allow you to look at job instances associated with a particular user.  That user could be the salesperson, dispatcher, technician, or biller depending on the report.  

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