Reports Warranty

Report: Warranty Jobs Due

What This Report Does:
Generates a list of jobs with warrantied items that are due before a specified date

Upon opening this report, you’ll have the following options for filtering your search:

  • Up to Date – Select a date as a stopping point for the table to generate from. Any jobs before this date will appear in your results
  • Vendor Type – Filter your results by the following vendor types: Part Distributor, Claims Processors/TPAs, OEM (Original Equipment Manufacturer), or All
  • Vendor – Filter your results by a specific vendor

Once finished with your selections, click Run Report to continue

Once generated, you will be able to view the following information within the report:

  • Vendor – Displays the associated vendor
  • Job # – Displays the assigned job number
  • Dispatch # – Displays the assigned dispatch number (if applicable)
  • Date – Displays the date on which the job was completed
  • Type – Displays if the associated warranty is in relation to Part (Items) or Labor (Service)
  • Billing Amount – Displays the total amount to be billed for the invoice
  • Paid Amount – Displays the amount of payment previously taken for the invoice
  • Discount – Displays the total discount applied towards the invoice
  • Due Amount – Displays the total amount due upon job completion
  • 0-30 Days – Displays the amount due if paid within the first 30 days of purchase
  • Over 30 Days – Displays the amount due after 30 days of purchase
  • Over 60 Days – Displays the amount due after 60 days of purchase
  • Over 90 Days – Displays the amount due after 90 days of purchase
  • Total – Shows the total of all due amounts for the invoice

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