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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