JA Tutorial: Product Cost Variation per Job

In this tutorial, you will design a report showing the Estimated Costs, Actual Costs, Cost Variation, Costs Approved to Invoice and Costs Invoiced for each Product, grouped by Job.

1. Go to Navigator > Reports > Job Analysis > Analysis Report Designer.
2. Set the Analysis Type to Transactions and Estimates.
3. In the Analyse grid, under Analyse, select Job then IC Products, to analyse information relating to the Jobs, then Products.
4. In the Analysis Range, change the Analysis to All Periods, to see results for the entire Jobs, regardless of Period.

   Note: You can also tick Advanced Analysis to make other fields available to select on the Fields tab for IC Products, such as Quantity in Stock and Quantity Available, but be aware that these are "as at now" figures, not figures based on your Analysis Range.

5. Go to the Fields tab. You will see that the first line is already populated with Job Job Code, and the second line with IC Products Product Code. These are the primary keys for these Analysis Groups. Because the report has two levels of grouping, Accredo puts a 1 in the Group field for the first group. 1 is the outer-most level and means this report will be grouped by Job Code.
6. Insert a new line and enter Source Job and Field Name JobName.
7. Select the JobName line you added, and click Move record up (Shift+Up), so that JobName is underneath JobCode as shown below.
8. Under Source and Field Name, add the following selections.

   Source	Field Name
   IC Products	Description
   Summary	ExtendedCostEsti
   Summary	ExtendedCost
   Summary	ApprovalInvoiceCost
   Summary	InvoicedCost
   Calculated	ExtendedCostVariation

9. To make the report easier to read at the top level:

• Clear the Display Label for Job Code.
• Change the Display Label for Job Name to a dash -.
• Select the Blank Zero column for each Summary field. This stops zeros printing if the field has no value and makes the report easier to read.

  Change the Display Labels as shown below to make them clearer and use the Pipe Character (|) between words so they are word wrapped.

  Field Name	Display Label
  Extended Cost Esti	Cost|Estimated
  Extended Cost	Cost|Actual
  Approval Invoice Cost	Cost|To Invoice
  Invoiced Cost	Cost|Invoiced
  Extended Cost Variation	Cost|Variation

1. Go to the Output Selections tab and enter a Report Title to be displayed on the report, such as Product Cost Variation per Job. You can select to Hide Filters and Hide Selection if you don’t want them included at the top of your report.
2. Go to the Job Selections tab. Click beside From so that appears. This means the Job selections will be available when the report is run, allowing a product range to be specified.
3. Select Job Status Active and unselect Complete, so only Active Jobs will be included in the report.
4. Click beside Consolidate Related Jobs so that appears. This means the Consolidate Related Jobs selections will be available when the report is run.
5. Unselect Transaction Type Narrative so that narratives will not be included.
6. Go to the Data Selections tab. In the Product panel, click beside From so that appears. This means the Product selections will be available when the report is run.
7. Click Run (Alt+R) and run the report to the Screen to view it. You can optionally save your report at this time.