Table of Contents

Table of Contents

General Information

1

Estimate Recap Report

35

Windows Print Manager

1

Hourly Rate Summary

36

Print Button for Documents

1

Detail

37

Print Spooling

1

Work in Process Summary

38

Print Spool Buttons

2

Detail

39

Report Destination

2

Attendance Summary

40

Single "document"

3

Detail

41

All "Documents"

3

Table Maintenance

43

Delete

3

Customers

44

Clear Spool

3

Customer Comments

44

Close

4

Customer List

45

Print Defaults

4

Customer Contact List

46

Report Generation & Filters

4

Customer Mailing Labels

47

Reports

4

Vendors

48

Using the "Apply" Filter

5

Vendor Comments

48

Using the "Exclude" Filter

6

Vendor List

49

Using Multiple "Apply" Filters

8

Vendor Contact List

50

Using Multiple "Exclude" Filters

10

Vendor Labels

51

Using Multiple "Apply" & "Exclude" Filters

12

Employees

52

Include These Reports

14

Employee Comments

52

Top Ten Reports

15

Employee Table Listing

53

Job Cost Summary

16

Employee Barcoded Listing

54

Job Cost Recap

16

Employee Badges Barcoded Listing

55

Job Schedule

18

Work Centers

56

Margin Summary

20

Work Center Comments

56

Detail

20

Work Center List

57

Performance Summary

22

Work Center Barcoded Listing

59

Detail

22

Work Center Badges

60

Actual vs. Estimated Summary

24

Print Tables

61

Labor Summary

25

GL Codes Table Listing

62

Outside Operations / Materials Summary

26

Operations Table Listing

63

Loading Summary

28

Operations Barcoded Listing

64

Work Center View

29

Collection Terminals Table Listing

65

Employee View

30

Sales IDs Table Listing

66

Department View

31

Departments Table Listing

67

Job Number View

32

Work Codes Table Listing

68

Printing the Estimate

34

Product Codes Table Listing

69

i

Bank Codes Table Listing

70

Printing the Order

118

Tax Codes Table Listing

71

Job Travelers

118

Terms Codes Table Listing

72

Work Orders

123

GL Group Codes Table Listing

73

Acknowledgments

124

Vendor Types Table Listing

74

Printing the Shipment

126

Currency Codes Table Listing

75

Packing Lists

127

Attendance Codes Table Listing

76

Bills of Lading

128

Attendance Codes Barcoded Listing

77

Certification

129

Shipping Codes Table Listing

78

Shipping Labels

130

Reason Codes Table Listing

79

Job Labels

131

Reason Codes Barcoded Listing

80

Printing Customer Returns/Rework

132

Corrective Action Codes Table Listing

81

Credit Memos

132

Feedback Codes Table Listing

82

Return Authorization

133

Training Codes Table Listing

83

Return Label

134

Work Center Maintenance Codes Table Listing

84

Order Reports

135

Tooling Codes Table Listing

85

Job Schedule

135

Non-Conformance Codes Table Listing

86

Backlog Summary

136

Document Types Table Listing

87

Order Entry Summary

142

Document Review Codes Table Listing

88

Shipment Summary

149

Quoting & Estimation

89

Cross Reference

153

Bill of Materials on the Estimate

90

Price Catalog

154

Routing Summary on the Estimate

94

Customer Return/Rework Summary

155

Comments on the Estimate

96

Purchase Orders

159

Multi Format Viewer Documents on the Estimate

97

Comments on the Purchase Order

160

Printing the Estimate

98

Printing Purchase Orders

161

Estimate Recap Report

99

Purchase Orders

162

Routing Cost Detail Report

100

Delivery Tickets

163

Material Cost Detail Report

101

Purchase Order Labels

164

Cut List Report

102

Printing Receiving Documents

165

Quotations

103

Printing Receivers

165

Comments on the Quote

104

Printing Receiving Labels

166

Quotation Reports

105

Request For Quotation

167

Quote Cross Reference

106

Printing Vendor Returns

168

Price Catalog

107

Printing Debit Memos

168

Quotation Summary

108

Printing Return Labels

169

Orders

113

Purchasing Reports

170

Part Routings from the Order

114

Purchase Order Summary

170

Multi Format Viewer Files from the Order

116

Receiving Summary

173

Comments on the Order

117

Vendor Quality Summary

176

ii

RFQ Summary

178

Hourly Rate Summary

244

Job Requirements

179

Detail

245

Vendor Return Summary

180

Customer Breakdown

246

Inventory

185

Part Number Breakdown

247

Comments on the Inventory Item

186

Work Code Breakdown

248

Multi Format Viewer Documents on the Inventory Item

187

Product Code Breakdown

249

Inventory Reports

188

Margin Summary

250

Inventory Summary

188

Detail

251

Re-Order Summary

191

Customer Breakdown

252

Usage Summary

192

Part Number Breakdown

253

Inventory Count Sheets

194

Work Code Breakdown

254

Inventory Activity Summary

195

Product Code Breakdown

255

Inventory Adjustment Summary

196

GL Code Breakdown

256

Part Labels

197

Outside Cost Summary

258

Shop Control

199

Detail

259

Scheduling Summary from the Scheduling Whiteboard

200

Customer Breakdown

260

Scheduling Advisor Details

201

Vendor Breakdown

261

Job Gantt Report

202

Work Code Breakdown

262

Shop Control Reports

203

GL Code Breakdown

263

Production Summary

203

Quality

265

Loading Summary

204

Multi Format Viewer Files from the Non-Conformance

266

Work in Process Summary

209

Non-Conformance

267

Attendance Summary

214

Multi Format Viewer Files from the Corrective Action

268

Time Tracking Summary

220

Corrective Action

269

Cost Analysis

227

Employee Training

270

Job Cost Summary

228

Triggered Training

271

Job Cost Recap

229

Work Center Maintenance

272

Labor Detail

230

Triggered Maintenance

273

Outside Cost Detail

231

Tooling Maintenance

274

Part History

232

Document Control

275

Billing Information

233

Document Review History

275

Actual vs. Estimated Summary

234

Triggered Document Review

276

Labor Summary

235

Document Control Print

277

Outside Operations / Materials Summary

236

Quality Reports

278

Performance Summary

238

Non-Conformance Summary

278

Detail

239

Corrective Action Summary

283

Employee Breakdown

240

Feedback Summary

286

Work Center Breakdown

241

Employee Training Summary

290

Reason Code Breakdown

242

Work Center Maintenance Summary

294

iii

Tooling Maintenance Summary Document Control Summary Document Review Summary Accounts Receivable Printing the Customer Bill Invoices Accounts Receivable Reports Aging Summary Sales Summary Deposit Summary Statements Accounts Payable Printing Checks Accounts Payable Reports Aging Summary Vendor Invoice Summary Check Summary Bank Reconciliation Checkbook Register General Ledger Printing Journal Entries General Ledger Reports Trial Balance Balance Sheet Income Statement General Ledger Summary Budget Analysis Cash Flow Analysis Audit Trail Summary Which Report Do I Run? How Many Quotes are my Salespoeple Winning? Quotation Summary Did We Make Money on the Jobs we Shipped Last Month? Margin Summary Reviews are Coming Up! How Well are my Employees Doing? Performance Summary Why Did I Lose Money on that Job? Actual vs. Estimate Summary How Can I See All my Open Jobs and the Associated Costs?

297 300 301 303 304 304 305 305 309 317 323 325 326 327 327 330 333 336 339 341 342 343 344 346 348 350 352 354 356 359 360 360 360 360 360 360 361 361 361

iv

Work in Process Summary

361

How Many Parts Have Passed Through Each Work Center on my Open Jobs? 362

Production Summary

362

How Do I See all the Parts I Run for my Customers and Their Pricing?

362

Price Catalog

362

How Many Times Have we Been Early or Late on Jobs?

362

Shipment Summary

362

General Information

Windows Print Manager

The E2 Shop System is designed for the Windows operating system and uses the Windows print manager and all of the settings for those printers to work correctly. So that the E2 Shop System works for your system, please use the specific print driver that accompanies your printer and install it properly through the Windows Print Manager. Only Laser Printers are supported in conjunction with the E2 Shop System. Most printing problems can be linked to the settings in the print manager. Properties and printer sharing must be set up correctly for your system to work. Advanced printing specifications for network and sharing situations are geared more for a hardware technician who sets up your system initially.

Print Button for Documents

Documents are items to be shared with the business community (Quotes, Invoices, Purchase Orders, Packing Slips, etc.). They are typically printed on multiple part forms or laser forms with the company's letterhead preprinted at the top. The system will format the rest of the document according to the information being printed. By using the company letterhead, there is no need to purchase several types of expensive, pre-formatted forms! This Print button appears on most of the main screens. It allows the user to print the information they just entered (an Estimate, a Quote, a Purchase Order, etc.). This button generally leads to various other reports or printing selections that allow the user to define the information before it gets printed or select another destination for the printout.

Print Spooling

Spooling is a function within the system that accumulates documents to be printed in a batch. For example, if you enter seven Invoices and then click Print, the spool will list all seven and allow the user to press just one button to print them all at one time. The system does allow the user to print one if required. This spool can only be printed one time. Once a document has been printed it is removed from the spool. It does not "erase" the documents and in fact they can be reprinted as many times as is necessary. It simply erases the documents from the spool file and marks them printed. There is no way to recreate a spool file once it has been printed. To reprint, the user would have to select the document on the main screen and click the Print button again. Print spooling is used on all form documents in the system such as the Invoice, Purchase Orders, Packing Lists, Bills of Lading, and many more. Form documents always give the user the option to select the number of copies to print. So if a company uses multiple laser forms with a three copy form in different colors, the user can tell the system to print three copies. This print button does not generate any of the reports in the system though. They are accessed through the corresponding drop down menus. So you cannot create a spool that produces all of your financial documents at the end of the month. Reports are designed to be printed one at a time.

1 Reports Manual - General Information

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