The CE List by Client report is a summary list of all CE's in the system. This report is grouped by client. You can also find unapproved/unbilled CE's, and ensure they are billed or cancelled as soon as possible. The report will also show the Issue Date, Status, Amount Estimated and Amount Billed. This report is mostly used by Production and Finance users.
This section will focus on the:
Cost Estimate List by Client report
- To view this report, navigate to Reports and search for the Cost Estimate List by Client report.
- Select the report and apply filters.
Report columns explained:
|4||Description||Combination of the Product and Job Element.|
|5||Order No||CE order number.|
|6||Issued||Date CE was issued.|
Estimated cost, as per the Cost field indicated on the CE.
|9||Est Margin||Margin field indicated on the CE.|
|10||%||Estimated margin indicated as a percentage.|
|11||Total Excl.||Amount field on CE excluding Tax.|
|12||Supplier Cost||Total of Supplier Invoices/Credit Notes captured against PO's from this CE.|
|13||Billed||Total of Tax Invoices/Credit Notes billed from against this CE.|
The CE List by AE report is a summary list of all CE's in the system grouped by client and AE, as set up on the Client Details.