Contract Variance Report - COINS Global Contract Variance Report November 2001 1 ©Shaker Computer &...

CE-SM037 Contract Variance Report

November 2001 ©Shaker Computer & Management Services, Inc.

COINS ENHANCEMENT: Contract Variance Report

Modules Affected: Service Management Versions Affected: Version 7

1. Background......................................................................................................1

2. Screen and Processing Changes..................................................................2 2.1. Work Order Entry ..................................................................................2 2.2. Work Order Inquiry................................................................................4 2.3. Equipment F/M.......................................................................................5

Equipment F/M - Screen 1.....................................................................5 Access Repair Codes Screen....................................................................6

2.4. Call History Inquiry ...............................................................................7 Call Slip Selection Screen ......................................................................7 Call Slip Inquiry Strip Menu Options ...................................................8

2.5. Technician History Inquiry ..................................................................11 Selection Screen ....................................................................................11 Call History Inquiry Strip Menu Options ............................................11

3. Procedure and Sample Screens.................................................................13 3.1. Contract Variance Report.....................................................................13


November 2001 1 ©Shaker Computer & Management Services, Inc.

1. Background

The COINS S/M Preventive Maintenance Status Report was merely a status report that detailed information at the Repair Code level. Its associated software tracked budgeted information at the Inspection Code level. It became necessary to rework this report, however, due to significant changes in COINS tasking methods, so that it could: • Be used for the effective management of budgeted hours/costs versus incurred

hours/costs; and • Show Service Managers how much money is being spent on a contract to

determine if the contract has been priced properly, and whether the technicians are servicing the proper equipment.

The result is a redesigned and renamed PM Status Report, now called the Contract Variance Report, which is more than a status report—it provides variance information.



2. Screen and Processing Changes

A number of changes have been made in S/M to allow for the new Contract Variance Report to run effectively. These changes are detailed in this section.

2.1. Work Order Entry

The Work Order Labor Detail Lines screen in the Enter Work Orders function has been changed (see Figure 1 and Figure 2) to exclude Preventive Maintenance (PM) related fields.

Figure 1: Enter Work Orders – Labor Detail Lines Screen (old)

09/27/01 S/M - Enter Work Orders 8.7 INTCO/DIV Batch: 120500 Change 13.6.2 +------------------------------------------------------------------------------+ ¦ Work Order Number: 12050002 Customer No./Site Cd.: 123 1 ¦ ¦ Contract/Renewal No: 0 KDS,USA Inc. ¦ +------------------------------------------------------------------------------+ Line Number: 10 Technician ID* Service Date: 12/05/00 Tech Billing Class* Cost Category: LA Repair Code* J/S Cost Code* Cat: Descr.: Equipment Number* More Text (Y/N): N Contract (Y/N): N P.M. Item Completed (Y/N): N Billing Method: H P.M. Inspection Code* Div*/Ctr*/Rev Acct* 40 20 60510 Scheduled P.M. Date: Permit Manual Cost Creation (Y/N): Y Contr Repair/Contr PM (CR/CP): HRS WORKED HRS CHGD RATE BILL AMT Reg. 2.00 2.00 56.76 113.52 Gross Line Amount: 113.52 Ovt. 0.00 0.00 0.00 0.00 Disc. %: 0.00 Amt.: 0.00 Dbl. 0.00 0.00 2.01 0.00 Net Line Amount: 113.52 1st Hr. 0.00 0.00 0.00 Sales Taxable (Y/N): N



Figure 2: Enter Work Orders – Labor Detail Lines Screen (new)

09/27/01 S/M - Enter Work Orders 8.7 INTCO/DIV Batch: 120500 Change 13.6.2 +------------------------------------------------------------------------------+ ¦ Work Order Number: 12050002 Customer No./Site Cd.: 123 1 ¦ ¦ Contract/Renewal No: 0 KDS,USA Inc. ¦ +------------------------------------------------------------------------------+ Line Number: 10 Technician ID* Service Date: 12/05/00 Tech Billing Class* Cost Category: LA Repair Code* J/S Cost Code* Cat: Descr.: Equipment Number* More Text (Y/N): N Contract (Y/N): N Contr Repair/Contr PM (CR/CP): Billing Method: HR Div*/Ctr*/Rev Acct* 40 20 60510 Permit Manual Cost Creation (Y/N): Y HRS WORKED HRS CHGD RATE BILL AMT Reg. 2.00 2.00 56.76 113.52 Gross Line Amount: 113.52 Ovt. 0.00 0.00 0.00 0.00 Disc. %: 0.00 Amt.: 0.00 Dbl. 0.00 0.00 2.01 0.00 Net Line Amount: 113.52 1st Hr. 0.00 0.00 0.00 Sales Taxable (Y/N): N

Note: A work order detail line is no longer autogenerated for each repair code referenced on a P.M. related call slip.



2.2. Work Order Inquiry

The S/M Work Order Inquiry function no longer references any PM information (see Figure 3 and Figure 4).

Figure 3: Work Order Inquiry –Labor Detail Lines Screen (old)

10/01/01 S/M Work Order Inquiry 8.7 INTCO/DIV 13.80.10 ┌──────────────────────────────────────────────────────────────────────────┐ │ Work Order Number: 020301 Customer No./Site Cd.: 123 1 │ │ Contract Number: KDS,USA Inc. │ └──────────────────────────────────────────────────────────────────────────┘ Line Number: 10 Technician ID* Service Date: 02/03/01 Tech Billing Class* Cost Category: LA Repair Code* J/S Cost Code* Cat: Descr.: Equipment Number* More Text (Y/N): N Contract (Y/N): N P.M. Item Completed (Y/N): N Billing Method: HR P.M. Inspection Code* Div*/Ctr*/Rev Acct* 40 20 60510 Scheduled P.M. Date: Permit Manual Cost Creation (Y/N): Y Contr Repair/Contr PM (CR/CP): HRS WORKED HRS CHGD RATE BILL AMT Reg. 4.00 4.00 56.76 227.04 Gross Line Amount: 227.04 Ovt. 0.00 0.00 0.00 0.00 Disc. %: 0.00 Amt.: 0.00 Dbl. 0.00 0.00 2.01 0.00 Net Line Amount: 227.04 1st Hr. 0.00 0.00 0.00 Sales Taxable (Y/N): N

Figure 4: Work Order Inquiry –Labor Detail Lines Screen (new)

10/01/01 S/M Work Order Inquiry 8.7 INTCO/DIV 13.80.10 ┌──────────────────────────────────────────────────────────────────────────┐ │ Work Order Number: 020301 Customer No./Site Cd.: 123 1 │ │ Contract Number: KDS,USA Inc. │ └──────────────────────────────────────────────────────────────────────────┘ Line Number: 10 Technician ID* Service Date: 02/03/01 Tech Billing Class* Cost Category: LA Repair Code* J/S Cost Code* Cat: Descr.: Equipment Number* More Text (Y/N): N Contract (Y/N): N Contr Repair/Contr PM (CR/CP): Billing Method: HR Div*/Ctr*/Rev Acct* 40 20 60510 Permit Manual Cost Creation (Y/N): Y HRS WORKED HRS CHGD RATE BILL AMT Reg. 4.00 4.00 56.76 227.04 Gross Line Amount: 227.04 Ovt. 0.00 0.00 0.00 0.00 Disc. %: 0.00 Amt.: 0.00 Dbl. 0.00 0.00 2.01 0.00 Net Line Amount: 227.04 1st Hr. 0.00 0.00 0.00 Sales Taxable (Y/N): N



2.3. Equipment F/M

Equipment F/M - Screen 1

The first S/M Equipment F/M screen has been changed to exclude PM related fields (see Figure 5 and Figure 6).

Figure 5: Equipment F/M – Screen 1 (old)

09/27/01 S/M - Equipment F/M 8.7 INTCO/DIV Change 13.75.3.2 +----------------------------------------------------------------------------+ ¦Customer Number*/Site Code* ¦ ¦Equipment Number* ¦ +----------------------------------------------------------------------------+ +-----------------------------------------------------------------------------+ ¦Equipment Type* Warranty Exp.: ¦ ¦Description: Warranty Reserve: ¦ ¦Preferred Tech* Last PM Done: ¦ ¦Vendor: Last PM Slip: ¦ ¦Manufacturer: Location: ¦ ¦Model Number: Room: ¦ ¦Serial Number: Floor: ¦ ¦Year New: Call Slip Print Cd (Y/N/I): ¦ ¦Voltage/Phase: Print P.M. Checklist (Y/N): ¦ ¦HP/RPM: ¦ ¦Special Tools: ¦ ¦Comments: ¦ +-----------------------------------------------------------------------------+

Figure 6: Equipment F/M – Screen 1 (new)

09/27/01 S/M - Equipment F/M 8.7 INTCO/DIV Change 13.75.3.2 +----------------------------------------------------------------------------+ ¦Customer Number*/Site Code* ¦ ¦Equipment Number* ¦ +----------------------------------------------------------------------------+ +-----------------------------------------------------------------------------+ ¦Equipment Type* Warranty Exp.: ¦ ¦Description: Warranty Reserve: ¦ ¦Preferred Tech* Location: ¦ ¦Vendor: Room: ¦ ¦Manufacturer: Floor: ¦ ¦Model Number: Call Slip Print Cd (Y/N/I): ¦ ¦Serial Number: Print P.M. Checklist (Y/N): ¦ ¦Year New: ¦ ¦Voltage/Phase: ¦ ¦HP/RPM: ¦ ¦Special Tools: ¦ ¦Comments: ¦ +-----------------------------------------------------------------------------+



Access Repair Codes Screen

Work Order related fields have been removed from the Access Repair Codes screen in Equipment F/M (see Figure 7 and Figure 8).

Figure 7: Access Repair Codes Screen (old)

09/27/01 S/M - Equipment F/M 8.7 INTCO/DIV Change 13.75.3.2 Customer/Site Code: 123 1 KDS,USA Inc. Equipment Number: 0726-1 AIR HANDLERS, FANS, ETC Contract/Renewal: 081500 1 Equipment Type: AH Contract End Date: 08/14/2002 Contract Type: fm Inspection Code: COOL +-- Repair Codes this Equipment/Contract/Inspection for 01/01/02 -----+ ¦ Repair Estimated Applied to Call Slip Work Order Actual Date ¦ ¦ Code* Hours Call Slip Number* Number* Performed ¦ ¦ ------ --------- ---------- --------- ---------- ---------- ¦ | AC 1.00 N ¦ ¦ CHK 0.50 N ¦ ¦ CLC 0.25 N ¦ ¦ VRP 0.25 N ¦ ¦ ¦ ¦ ¦ ¦ ¦ | ¦ +---------------------------------------------------------------------+ Add Change Delete Exit

Figure 8: Access Repair Codes Screen (new)

09/27/01 S/M - Equipment F/M 8.7 INTCO/DIV Change 13.75.3.2 Customer/Site Code: 123 1 KDS,USA Inc. Equipment Number: 0726-1 AIR HANDLERS, FANS, ETC Contract/Renewal: 081500 1 Equipment Type: AH Contract End Date: 08/14/2002 Contract Type: fm Inspection Code: COOL +-- Repair Codes this Equipment/Contract/Inspection for 01/01/02 ---+ ¦ Repair Estimated Call Slip ¦ ¦ Code* Description Hours Number* ¦ ¦ ------ ------------------------------ --------- --------- ¦ | AC ADD COOLANT 1.00 ¦ ¦ CHK CHECK FILTERS 0.50 ¦ ¦ CLC CLEAN COILS 0.25 ¦ ¦ VRP VERIFY PRESSURE/TEMP-CONTROLS 0.25 ¦ ¦ ¦ ¦ ¦ ¦ ¦ | ¦ +-------------------------------------------------------------------+ Add Change Delete Exit



2.4. Call History Inquiry

Call Slip Selection Screen

The Call Slip selection screen in S/M Call History Inquiry has been changed to have more filtering capabilities (see Figure 10).

Figure 9: S/M Call History Inquiry – Call Slip Selection Screen (old)

09/27/01 S/M - Call History Inquiry 8.7 INTCO/DIV Name: 123, Inc. Customer No./Site Code: 123 2 +----------------------- Calls - by Call Date and Time -----------------------+ ¦ Stat Call Call PM ¦ ¦ Code Slip Caller's Message Date Contract Slip¦ ¦ ---- -------- ----------------------------------- -------- -------- ----¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ +--------------------------------+ ¦ ¦ ¦Starting Call Slip No: ¦ ¦ ¦ ¦Ending Call Slip No: ¦ ¦ ¦ ¦Starting Call Date: / / ¦ ¦ ¦ ¦Ending Call Date: / / ¦ ¦ ¦ ¦Include Closed Calls (Y/N): Y ¦ ¦ +----------------------¦Include PM Calls (Y/N): Y ¦----------------------+ +--------------------------------+

Figure 10: S/M Call History Inquiry – Call Slip Selection Screen (new)

09/27/01 S/M - Call History Inquiry 8.7 INTCO/DIV Name: 123, Inc. Customer No./Site Code: 123 2 +----------------------- Calls - by Call Date and Time -----------------------+ ¦ Stat Call +------------------------------------+ PM ¦ ¦ Code Slip Call¦ Starting Call Slip No: ¦ Contract Slip¦ ¦ ---- -------- ----¦ Ending Call Slip No: ¦--- -------- ----¦ ¦ ¦ Starting Call Date: / / ¦ ¦ ¦ ¦ Ending Call Date: / / ¦ ¦ ¦ ¦ Starting Contract Number* ¦ ¦ ¦ ¦ Ending Contract Number* ¦ ¦ ¦ ¦ Starting Renew Number: 0 ¦ ¦ ¦ ¦ Ending Renew Number: 9999 ¦ ¦ ¦ ¦ Include Closed Calls, ¦ ¦ ¦ ¦ Open Calls, or ¦ ¦ ¦ ¦ Both (C/O/B): B ¦ ¦ ¦ ¦ Include Non-PM Calls, ¦ ¦ ¦ ¦ PM Calls, or ¦ ¦ +--------------------¦ Both (N/P/B): B ¦-------------------+ +------------------------------------+



Starting/Ending Contract Number*

Enter the range of contract numbers you would like to see on this Call History Inquiry.

Starting/Ending Renew Number

Enter the range of renewal numbers you would like to see on this Call History Inquiry.

Include Closed Calls, Open Calls, or Both (C/O/B)

Indicate if you would like to include closed calls only (C), open calls only (O), or both closed and open calls (B). The default is B.

Include Non-PM Calls, PM Calls, or Both (N/P/B).

Indicate if you would like to include non-PM calls only (N), PM calls only (P), or both non-PM and PM calls (B). The default is B.

Call Slip Inquiry Strip Menu Options

Two new options have been added to the Call Slip Inquiry strip menu: Dispatch History and W/O Inquiry (see Figure 11).

Figure 11: S/M Call History Inquiry – Call Slip Strip Menu

09/27/01 S/M - Call History Inquiry 8.7 INTCO/DIV Name: 123, Inc. Customer No./Site Code: 123 2 +----------------------------- Selected Call Slip -----------------------------+ ¦Call Slip No.* 1627 Status: A ¦ ¦Customer/Site* 123 2 Cust. P/O#: ¦ ¦Name* KDS,USA Inc. Contr.*/Renewal* 000430 0 ¦ ¦Addr 1* 12300 Edison Way Operator: rachelle ¦ ¦Addr 2: Total Estimated Hours: 0.00 ¦ ¦City: Garden Grove State: NY Call Taken: 03/06/01 08:37 AM ¦ ¦Zip: 12110 Zone* 1 Action Req.: PM ¦ ¦Phone* 518-798-1111 Call Group* c1 Scheduled: PM ¦ ¦Contact: Robert Smith Pref. Tech.* KLY ¦ ¦Caller: Last Disp.: PM ¦ ¦Person to See: Robert Smith Last Stop: PM ¦ ¦Problem Code* Last Work Order Number* 1627 ¦ ¦Msg.: Comments (Y/N): N Priority: 6 ¦ ¦ Previous Related Slip* 0 ¦ ¦More Text (Y/N): N Source of Lead: ¦ ¦Required Skill* Co*/Div*/Ctr* 1 3 40 ¦ + Caller's Message Dispatcher's Comments Dispatch Hist W/O Inquiry Exit+



Dispatch History

When you select Dispatch Hist from the Call Slip strip menu, dispatch information regarding this particular call slip appears (Figure 12).

Figure 12: Dispatch History Screen

09/27/01 S/M - Call History Inquiry 8.7 INTCO/DIV Name: 123, Inc. Customer No./Site Code: 123 EQ +----------------------------- Selected Call Slip -----------------------------+ ¦Call Slip No.* 815 Status: Q ¦ ¦Customer/Site* 123 EQ Cust. P/O#: ¦ ¦Name* 123, Inc. Contr.*/Renewal* D5 0 ¦ ¦Addr 1* Operator: SHAKER ¦ ¦Addr 2: Total Estimated Hours: 8.00 ¦ ¦City: State: Call Taken: 04/05/00 02:31 PM ¦ ¦Zip: Zone* Action Req.: PM ¦ ¦Phone* Call Group* A Scheduled: 06/30/00 PM ¦ ¦Contact: Pref. Tech.* ¦ ¦Caller: Last Disp.: PM ¦ ¦Person to See: Last Stop: PM ¦ ¦P+--------------------------- DISPATCH HISTORY ----------------------------+ ¦ ¦M¦ DATE TIME TECHNICIAN No. of Times Dispatched: 0 ¦4 ¦ ¦ ¦ Previous Related Call Slip: 0 ¦0 ¦ ¦M¦ ¦ ¦ ¦R¦ ¦ ¦ +-+-------------------------------------------------------------------------+--+

Date Time Technician

The date, time, and name of technician are displayed on this screen.

No. of Times Dispatched

This field indicates how many times technician(s) have been dispatched for this call slip.

Previous Related Call Slip

If there is a previous call slip related to this call slip, it is displayed here.



W/O Inquiry

When you select W/O Inquiry from the Call Slip strip menu, work order information related to this call slip is displayed (Figure 13).

Figure 13: W/O Inquiry Screen

10/01/01 S/M - Call History Inquiry 8.7 INTCO/DIV 13.80.1 ┌────────────────────────────────────────────────────┐ │W.O. No* 571 Posted: N Fiscal Date: 12/31/99 │ └────────────────────────────────────────────────────┘ ┌──────────────────────────────────────────────────────────────────────────────┐ │ Call Slip Number* 571 123, Inc. │ │ Customer No.*/Site Code* 123 060 Active (A/I): A Date: │ │ Contract No.*/Renewal No.* Complete (Y/N): N Date: │ │ Allowable Work (C/N/B): N Co*/Div*/Ctr* 1 50 10 │ │ Ready to Print/Post (Y/N): Y Primary Technician* MATS │ │ Bill Cust,Job,WO,Prepaid(C/J/W/P): C WO Type*/Cert PR (Y/N): CT N │ │ Customer's P.O.: Credit Terms: │ │ Equipment Number* Invoice-begin Message Code* │ │ Quoted Rate (Y/N)/Price: N 0.00 Invoice-end Message Code* │ │ Not-to-Exceed: 0.00 Put on Separate Invoice (Y/N): N │ │ Noncontract Tax Stat (S/C/E/N): S Bill to Customer or Site(C/S): C │ │ Noncontract Direct Pay Tax: N Job*/Phase* │ │ Noncontract Tax Jurisdiction* NYS-SAR Cost Code*/Cost Cat: │ │ Sales Rep*/Comm. %: 0.00 Chrg to WO*/Cost Cat: │ Costs Detail Lines Descr Budget Accts Payment Security Totals Exit ┘



2.5. Technician History Inquiry

Selection Screen

The Technician History Inquiry selection screen now has two new fields: Starting Completion Date and Ending Completion Date (Figure 14).

Figure 14: Technician History Inquiry Subset Screen

09/27/01 S/M - Technician History Inquiry 8.7 INTCO/DIV Technician: APK ALEX P. KEATON Status: VA +----------------------------- Call Assignments ------------------------------+ ¦ Stat Call Assignment Start Assignment End ¦ ¦ Code Slip Site Name Date Time Date Time ¦ ¦ ---- -------- ---------------------- ----------------- ----------------- ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ ¦ +-----------------------------------------------+ ¦ ¦ ¦ Include Completed Assignments (Y/N): Y ¦ ¦ ¦ ¦ Include Future Assignments (Y/N): Y ¦ ¦ ¦ ¦ Starting Call Slip No: 0 ¦ ¦ ¦ ¦ Ending Call Slip No: 0 ¦ ¦ ¦ ¦ Starting Completion Date: ¦ ¦ +--------------¦ Ending Completion Date: ¦--------------+ +-----------------------------------------------+

Starting Completion Date Ending Completion Date

Enter the range of completion dates for the calls you wish to see. These dates apply to completed calls only.

Call History Inquiry Strip Menu Options

The Dispatch Hist and W/O Inquiry options found on the Call Slip strip menu shown in Figure 11 from the Call History Inquiry can also be found on the Technician History Inquiry (see Figure 15). These options operate in the same way as they do in Call History Inquiry.



Figure 15: Technician History Inquiry Strip Menu

09/27/01 S/M - Technician History Inquiry 8.7 INTCO/DIV Technician: APK ALEX P. KEATON Status: VA +----------------------------- Selected Call Slip -----------------------------+ ¦Call Slip No.* 302 Status: A ¦ ¦Customer/Site* GE 876 Cust. P/O#: ¦ ¦Name* GENERAL ELECTRIC Contr.*/Renewal* 0 ¦ ¦Addr 1* RIVER ROAD Operator: shaker ¦ ¦Addr 2: Total Estimated Hours: 0.00 ¦ ¦City: SCHENECTADY State: NY Call Taken: 02/05/98 09:24 AM ¦ ¦Zip: 12345 Zone* Action Req.: PM ¦ ¦Phone* 518 370 0001 Call Group* A1 Scheduled: PM ¦ ¦Contact: JOE WIRED Pref. Tech.* ¦ ¦Caller: Last Disp.: PM ¦ ¦Person to See: Last Stop: PM ¦ ¦Problem Code* Last Work Order Number* 302 ¦ ¦Msg.: Comments (Y/N): N Priority: 6 ¦ ¦ Previous Related Slip* 0 ¦ ¦More Text (Y/N): N Source of Lead: ¦ ¦Required Skill* Co*/Div*/Ctr* 0 0 0 ¦ + Caller's Message Dispatcher's Comments Dispatch Hist W/O Inquiry Exit+



3. Procedure and Sample Screens

3.1. Contract Variance Report

The existing Preventive Maintenance Report is now called the Contract Variance Report. This change reflects the fact that the report is no longer merely a status report; it also provides you with variance information. See Figure 19 for sample report layouts.

1. Select Contract Variance Report from the S/M Report Menu (Figure 16). Figure 16: S/M Report Menu w/New Option

09/27/01 C O I N S 8.7 INTCO/DIV 13.90 Service Management +-------------------------------- Report Menu ---------------------------------+ ¦ ¦ ¦ 1. Booking Report 15. Quoted Rate W/O Gross Margin ¦ ¦ 2. Call History Report 16. Refrigerant Management Report ¦ ¦ 3. Contract Compliance Report 17. Refrigerant Stock Report ¦ ¦ 4. Contract Renewal Report 18. Sales Rep's Commission Report ¦ ¦ 5. Contract Status Report 19. Service Cost Report ¦ ¦ 6. Contract Variance Report 20. Service Invoice History ¦ ¦ 7. Cost History 21. Summary Service Ledger ¦ ¦ 8. Invoice Summary Gross Margin 22. Technician History ¦ ¦ 9. Open Calls Report 23. Work Order Status Report ¦ ¦ 10. PM Inspection Scheduled Hours 96. User-defined Reports ¦ ¦ 11. PM Inspection Scheduled Materials 97. Report Package ¦ ¦ 12. Prepaid Work Order Payment Report 98. Monitor Requested Reports ¦ ¦ 13. Profitability by Contract Type 99. Generate Foreground Reports ¦ ¦ 14. Profitability by Customer X. Exit ¦ +------------------------------------------------------------------------------+

2. The Company/Division/Center selection screen now appears (Figure 17).



Figure 17: Co/Div/Ctr Selection Screen

10/04/01 C O I N S 8.7 INTCO/DIV +-------------------------- Contract Variance Report --------------------------+ ¦ By Contract Number, Site Manager/Customer or Tasked Labor $ Var. (C/S/V): C ¦ ¦ Starting Scheduled Date: Include Sched. Dates with ¦ ¦ Ending Scheduled Date: No Call Slip, ¦ ¦ Ending Fiscal Date: 08/31/00 Call Slip w/ No Incurred LA Costs, ¦ ¦ Starting Contract Number: 1306 or ALL (N/C/ALL): ALL ¦ ¦ Ending Contract Number: 1306 Include Only '# of Pieces' Variances: N ¦ ¦ Starting Contract Group: Include Scheduled Date Details (Y/N): N ¦ ¦ Ending Contract Group: Include Labor Cost Amounts (Y/N): Y ¦ ¦ Starting Contract Type: Include Nonlabor Cost Amounts (Y/N): N ¦ ¦ Ending Contract Type: Include Noncontract Cost Info (Y/N): N ¦ ¦ Starting Site Manager: Include Outstanding Commitments (Y/N): N ¦ ¦ Ending Site Manager: Include Equipment Tasking Detail (Y/N): N ¦ ¦ Starting Customer Number: Include Work Order Cost Detail (Y/N): N ¦ ¦ Ending Customer Number: ¦ ¦ Starting Site: ¦ ¦ Ending Site: +- Company/Division/Center Selection -+ ¦ ¦ Starting Tech Cost¦ Starting Co/Div/Ctr: 0 0 0 ¦ ¦ ¦ Ending Tech Cost C¦ Ending Co/Div/Ctr: 0 0 0 ¦ ¦ +-------------------+-------------------------------------+--------------------+

3. Enter the Starting/Ending Co/Div/Ctr ranges. These fields apply to the

Co/Div/Ctr of the contracts included on the report. When you have completed this screen, the Contract Variance Report selection screen fully appears (Figure 18).

Figure 18: Contract Variance Report Selection Screen

09/27/01 C O I N S 8.7 INTCO/DIV +-------------------------- Contract Variance Report --------------------------+ ¦ By Contract Number, Site Manager/Customer or Tasked Labor $ Var. (C/S/V): C ¦ ¦ Starting Scheduled Date: / / Include Sched. Dates with ¦ ¦ Ending Scheduled Date: / / No Call Slip, ¦ ¦ Ending Fiscal Date: 03/31/01 Call Slip w/ No Incurred LA Costs, ¦ ¦ Starting Contract Number: or ALL (N/C/ALL): ALL ¦ ¦ Ending Contract Number: Include Only '# of Pieces' Variances: N ¦ ¦ Starting Contract Group: Include Scheduled Date Details (Y/N): N ¦ ¦ Ending Contract Group: Include Labor Cost Amounts (Y/N): Y ¦ ¦ Starting Contract Type: Include Nonlabor Cost Amounts (Y/N): N ¦ ¦ Ending Contract Type: Include Noncontract Cost Info (Y/N): N ¦ ¦ Starting Site Manager: Include Outstanding Commitments (Y/N): N ¦ ¦ Ending Site Manager: Include Equipment Tasking Detail (Y/N): N ¦ ¦ Starting Customer Number: Include Work Order Cost Detail (Y/N): N ¦ ¦ Ending Customer Number: ¦ ¦ Starting Site: ¦ ¦ Ending Site: ¦ ¦ Starting Tech Cost Class: ¦ ¦ Ending Tech Cost Class: ¦ +------------------------------------------------------------------------------+



By Contract Number, Site Manager/Customer or Tasked Labor $ Var. (C/S/V)

Indicate if you wish to sort this report by:

• Contract number/scheduled date/Tech Cost Class (C) (the default), • Site manager/customer/site/contract/scheduled date/Tech Cost Class (S), or • Tasked labor budget variance (descending)/contract/scheduled date/Tech Cost

Class (V).

Starting/Ending Scheduled Date

You may enter a range of scheduled dates to include on this report. The default is blank to get the active renewal only.

Ending Fiscal Date

You must enter an ending fiscal date for this report. The default is the current period.

Starting/Ending Contract Number Starting/Ending Contract Group Starting/Ending Contract Type Starting/Ending Site Manager Starting/Ending Customer Number Starting/Ending Site Starting/Ending Tech Cost Class

Enter the ranges of contract numbers, contract groups, contract types, site managers, customer numbers, sites, and technician cost classes. If you want to print all information, leave these fields blank.

Include Sched. Dates with No Call Slip, Call Slip w/No Incurred LA Costs, or ALL (N/C/ALL)

The default for this field is ALL.

Include Only ‘# of Pieces’ Variances

When any scheduled date of the contract references a variance, all scheduled dates that match the other selection criteria are printed to provide a complete view of the contract. Select Y to obtain a subset of contracts with variances. Select N (the default) to review all contracts that match other selection criteria.

Include Scheduled Date Details (Y/N)

Enter Y to include all scheduled date details. If N (the default), only the Contract Totals will print.

Include Labor Cost Amounts (Y/N) Include Nonlabor Cost Amounts (Y/N)

Indicate whether or not you wish to include labor costs and nonlabor costs. This report requires condensed printing unless Labor Cost Amounts and Nonlabor Cost Amounts are not included.



Include Noncontract Cost Info (Y/N)

You may indicate whether or not to include noncontract cost information on the report. The default is N.

Include Outstanding Commitments (Y/N)

The default for including outstanding commitments is N, but you may change it.

Include Equipment Tasking Detail (Y/N)

N is the default for including equipment tasking detail, but you may change it.

Include Work Order Cost Detail (Y/N)

You may choose to include work order cost detail on the report. The default is N.

After filling out this selection screen and generating the report, you are presented with the Contract Variance Report. Three different possible layouts are shown on the following pages. Please note these facts about the report:

• The technician listed on the report is the actual tech associated with the call slip. • Contract Budget refers to the information entered in S/M Contract F/M. • Tasked Budget refers to the information entered in S/M Equipment F/M. • There are several reasons this report may be used, as illustrated in the table

below.

Starting/Ending Schedule Date (Default = blank)

Ending Fiscal Date (Default = Current Period)

Include Scheduled Dates w/ No Call Slip, etc (Default = ALL)

Include Only Contracts w/ # of Pieces Variance (Default = N)

Missing Generated Calls Report

Enter prior Scheduled Date range

Current Period N N

Incomplete P.M. Report

Enter prior Scheduled Date range

Current Period C N

Scheduled Labor Error Report or CSR Backup

Leave blank Current Period ALL Y (to obtain a subset of contracts with var.) N (to review all contracts that match other selection criteria)

Monthly PM Status Enter Scheduled Date range

Current Period ALL N



Figure 19: PM Status Report Layouts

Layout 1 – Labor and Nonlabor Cost Amounts Included RUN DATE 11/01/00 16:30:52 COINS SERVICE MANAGEMENT MODULE PAGE 1 Mult CO/Mult Div/Mult Ctr/Interc/Interd P.M. STATUS REPORT BY CONTRACT/SCHEDULED DATE STARTING SCHEDULED DATE 12/01/00 ENDING SCHEDULED DATE 12/31/00 THROUGH FISCAL PERIOD XX/XX/XX CONTRACT # / RENEWAL #: XXXXXXXX / >>>9 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX CONTRACT TYPE: XXX START DATE: XX/XX/XXXX DURATION (MONTHS): XX CO/DIV/CTR: >>9 >>9 >>9 CUSTOMER / SITE: XXXXXXXX / XXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX CONTRACT AMT: ->>>>>>9.99 END DATE: XX/XX/XXXX SITE MANAGER: XXXXXXXX SCHEDULE COST [---- CALL SLIP -----] # OF [------------------------------------------------ COSTS -----------------------------------------------] [-- VARIANCE FROM CONTR BUDGET --] DATE CLASS NO. TECH STAT PIECES P.M. HRS REPAIR HRS P.M. LABOR REPAIR LABOR MATERIAL EQUIPMENT SUBCONTRACT OTHER TOTAL # OF PIECES P.M. HRS P.M. LABOR 99/99/99 X >>>>>>>9 XXXXXXXX X CONTR BUDGET: >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>>>>9 XXXXXXXX X TASKED BUDGET: >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>>>>9 XXXXXXXX X CONTR COSTS: ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->>,>>9.99 ->,>>>,>>9 CONTR O/C: ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 NONCONTR COSTS: ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 NONCONTR O/C: ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 [---------------------- EQUIPMENT TASKING DETAIL -----------------------] [-CONTRACT BUDGET BY EQUIP TYPE-] INSPECTION TYPE NUMBER P.M. HRS P.M. LABOR # OF PIECES P.M. HRS P.M. LABOR XXXXXXXX XXXXXXXX XXXXXXXXXXXXXXX ->>,>>9.99 ->,>>>,>>9 XXXXXXXXXXXXXXX** ->>,>>9.99 ->,>>>,>>9 ========== ========== # OF PIECES: >>>>> ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 XXXXXXXX XXXXXXXXXXXXXXX ->>,>>9.99 ->,>>>,>>9 XXXXXXXXXXXXXXX ->>,>>9.99 ->,>>>,>>9 ========== ========= # OF PIECES: >>>>> ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 XXXXXXXX XXXXXXXX >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 [-------------------------------------------------------------------- WORK ORDER COST DETAIL ----------------------------------------------------------------] SRC DESCRIPTION VENDOR TRANS DT P.M. HRS REPAIR HRS P.M. LABOR REPAIR LABOR MATERIAL EQUIPMENT SUBCONTRACT OTHER AMOUNT W.O. NUMBER: XXXXXXXX POSTED: XX/XX/XX ACTIVE: X CONTR COSTS: A/P INV XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 CONTR O/C: P/O NO. XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 NONCONTR COSTS: A/P INV XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 NONCONTR O/C: P/O. NO. XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9



[REPAIR] >>>>>>>9 XXXXXXXX X CONTR BUDGET: ->>,>>9.99 ->,>>>,>>9 >>>>>>>9 XXXXXXXX X CONTR COSTS: ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 CONTR O/C: ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 NONCONTR COSTS: ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 NONCONTR O/C: ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 CONTRACT TOTALS # P.M. CALLS: >>>>9 CONTR BUDGET: >>>>9 ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 # REPAIR CALLS: >>>>9 TASKED BUDGET: >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 CONTR COSTS: ->>,>>9.99 ->>,>>9.99* ->,>>>,>>9 ->,>>>,>>9*->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->>,>>9.99 ->,>>>,>>9 CONTR O/C: ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 NONCONTR COSTS: ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 NONCONTR O/C: ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 REPORT TOTALS # P.M. CALLS: >>>>9 CONTR BUDGET: >>>>9 ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 # REPAIR CALLS: >>>>9 TASKED BUDGET: >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 CONTR COSTS: ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->>,>>9.99 ->,>>>,>>9 CONTR O/C: ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 NONCONTR COSTS: ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 NONCONTR O/C: ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 ->,>>>,>>9 * VARIANCE FROM REPAIR BUDGET CONTR BUDGET: P.M. - REFERS TO THE SCHEDULED DETAILS IN CONTRACT F/M O/C: OUTSTANDING COMMITMENTS (P/O LINES NOT INVOICED ** NO CALL SLIP REFERENCED REPAIR – INCLUDES COMPLETE BUDGET REGARDLESS OF SCHEDULED DATES SELECTED



Layout 2 – Labor Cost Amounts Included, Nonlabor Cost Amounts NOT Included RUN DATE 11/01/00 16:30:52 COINS SERVICE MANAGEMENT MODULE PAGE 1 Mult CO/Mult Div/Mult Ctr/Interc/Interd P.M. STATUS REPORT BY CONTRACT/SCHEDULED DATE STARTING SCHEDULED DATE 12/01/00 ENDING SCHEDULED DATE 12/31/00 THROUGH FISCAL PERIOD XX/XX/XX CONTRACT # / RENEWAL #: XXXXXXXX / >>>9 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX CONTRACT TYPE: XXX START DATE: XX/XX/XXXX DURATION (MONTHS): XX CO/DIV/CTR: >>9 >>9 >>9 CUSTOMER / SITE: XXXXXXXX / XXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX CONTRACT AMT: ->>>>>>9.99 END DATE: XX/XX/XXXX SITE MANAGER: XXXXXXXX SCHEDULE COST [---- CALL SLIP -----] # OF [------------------ COSTS ---------------------] [-- VARIANCE FROM CONTR BUDGET --] DATE CLASS NO. TECH STAT PIECES P.M. HRS REPAIR HRS P.M. LABOR REPAIR LABOR # OF PIECES P.M. HRS P.M. LABOR 99/99/99 X >>>>>>>9 XXXXXXXX X CONTR BUDGET: >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>>>>9 XXXXXXXX X TASKED BUDGET: >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>>>>9 XXXXXXXX X CONTR COSTS: ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->>,>>9.99 ->,>>>,>>9 CONTR O/C: ->,>>>,>>9 NONCONTR COSTS: ->>,>>9.99 ->,>>>,>>9 NONCONTR O/C: ->,>>>,>>9 [---------------------- EQUIPMENT TASKING DETAIL -----------------------] [-CONTRACT BUDGET BY EQUIP TYPE-] INSPECTION TYPE NUMBER P.M. HRS P.M. LABOR # OF PIECES P.M. HRS P.M. LABOR XXXXXXXX XXXXXXXX XXXXXXXXXXXXXXX ->>,>>9.99 ->,>>>,>>9 XXXXXXXXXXXXXXX** ->>,>>9.99 ->,>>>,>>9 ========== ========== # OF PIECES: >>>>> ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 XXXXXXXX XXXXXXXXXXXXXXX ->>,>>9.99 ->,>>>,>>9 XXXXXXXXXXXXXXX ->>,>>9.99 ->,>>>,>>9 ========== ========= # OF PIECES: >>>>> ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 XXXXXXXX XXXXXXXX >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 [---------------------------------- WORK ORDER COST DETAIL ------------------------------------------] SRC DESCRIPTION VENDOR TRANS DT P.M. HRS REPAIR HRS P.M. LABOR REPAIR LABOR W.O. NUMBER: XXXXXXXX POSTED: XX/XX/XX ACTIVE: X CONTR COSTS: A/P INV XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 CONTR O/C: P/O NO. XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 NONCONTR COSTS: A/P INV XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 NONCONTR O/C: P/O. NO. XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9



[REPAIR] >>>>>>>9 XXXXXXXX X CONTR BUDGET: ->>,>>9.99 ->,>>>,>>9 >>>>>>>9 XXXXXXXX X CONTR COSTS: ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 CONTR O/C: ->,>>>,>>9 NONCONTR COSTS: ->>,>>9.99 ->,>>>,>>9 NONCONTR O/C: ->,>>>,>>9 CONTRACT TOTALS # P.M. CALLS: >>>>9 CONTR BUDGET: >>>>9 ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 # REPAIR CALLS: >>>>9 TASKED BUDGET: >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 CONTR COSTS: ->>,>>9.99 ->>,>>9.99* ->,>>>,>>9 ->,>>>,>>9* ->>,>>9.99 ->,>>>,>>9 CONTR O/C: ->,>>>,>>9 NONCONTR COSTS: ->>,>>9.99 ->,>>>,>>9 NONCONTR O/C: ->,>>>,>>9 REPORT TOTALS # P.M. CALLS: >>>>9 CONTR BUDGET: >>>>9 ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 # REPAIR CALLS: >>>>9 TASKED BUDGET: >>>>9 ->>,>>9.99 ->,>>>,>>9 >>>>9 ->>,>>9.99 ->,>>>,>>9 CONTR COSTS: ->>,>>9.99 ->>,>>9.99 ->,>>>,>>9 ->,>>>,>>9 ->>,>>9.99 ->,>>>,>>9 CONTR O/C: ->,>>>,>>9 NONCONTR COSTS: ->>,>>9.99 ->,>>>,>>9 NONCONTR O/C: ->,>>>,>>9 * VARIANCE FROM REPAIR BUDGET CONTR BUDGET: P.M. - REFERS TO THE SCHEDULED DETAILS IN CONTRACT F/M O/C: OUTSTANDING COMMITMENTS (P/O LINES NOT INVOICED ** NO CALL SLIP REFERENCED REPAIR - INCLUDES COMPLETE BUDGET REGARDLESS OF SCHEDULED DATES SELECTED



Layout 3 – No Cost Amounts Included

RUN DATE 11/01/00 16:30:52 COINS SERVICE MANAGEMENT MODULE PAGE 1 Mult CO/Mult Div/Mult Ctr/Interc/Interd P.M. STATUS REPORT BY CONTRACT/SCHEDULED DATE STARTING SCHEDULED DATE 12/01/00 ENDING SCHEDULED DATE 12/31/00 THROUGH FISCAL PERIOD XX/XX/XX CONTRACT # / RENEWAL #: XXXXXXXX / >>>9 XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX CONTRACT TYPE: XXX START DATE: XX/XX/XXXX CUSTOMER / SITE: XXXXXXXX / XXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX CONTRACT AMT: ->>>>>>9.99 END DATE: XX/XX/XXXX SITE MANG: XXXXXXXX CO/DIV/CTR: >>9 >>9 >>9 DURATION (MONTHS): XX SCHEDULE COST [---- CALL SLIP -----] # OF [------ COSTS -------] [VARIANCE FROM CONTR BUDGET] DATE CLASS NO. TECH STAT PIECES P.M. HRS REPAIR HRS # OF PIECES P.M. HRS 99/99/99 X >>>>>>>9 XXXXXXXX X CONTR BUDGET: >>>>9 ->>,>>9.99 >>>>>>>9 XXXXXXXX X TASKED BUDGET: >>>>9 ->>,>>9.99 >>>>9 ->>,>>9.99 >>>>>>>9 XXXXXXXX X CONTR COSTS: ->>,>>9.99 ->>,>>9.99 ->>,>>9.99 NONCONTR COSTS: ->>,>>9.99 [--------- EQUIPMENT TASKING DETAIL ------------] [CONTR BUDGET BY EQ TYPE] INSPECTION TYPE NUMBER P.M. HRS # OF PIECES P.M. HRS XXXXXXXX XXXXXXXX XXXXXXXXXXXXXXX ->>,>>9.99 XXXXXXXXXXXXXXX** ->>,>>9.99 ========== # OF PIECES: >>>>> ->>,>>9.99 >>>>9 ->>,>>9.99 >>>>9 ->>,>>9.99 XXXXXXXX XXXXXXXXXXXXXXX ->>,>>9.99 XXXXXXXXXXXXXXX ->>,>>9.99 ========== # OF PIECES: >>>>> ->>,>>9.99 >>>>9 ->>,>>9.99 >>>>9 ->>,>>9.99 XXXXXXXX XXXXXXXX >>>>9 ->>,>>9.99 >>>>9 ->>,>>9.99 [-------------------------- WORK ORDER COST DETAIL ------------------------] SRC DESCRIPTION VENDOR TRANS DT P.M. HRS REPAIR HRS W.O. NUMBER: XXXXXXXX POSTED: XX/XX/XX ACTIVE: X CONTR COSTS: A/P INV XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 NONCONTR COSTS: A/P INV XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99 XX XXXXXXXXXXXXXXXXXXXX XXXXXXXX XXXXXXXXXX XX/XX/XX ->>,>>9.99 ->>,>>9.99



[REPAIR] >>>>>>>9 XXXXXXXX X CONTR BUDGET: ->>,>>9.99 >>>>>>>9 XXXXXXXX X CONTR COSTS: ->>,>>9.99 ->>,>>9.99 NONCONTR COSTS: ->>,>>9.99 CONTRACT TOTALS # P.M. CALLS: >>>>9 CONTR BUDGET: >>>>9 ->>,>>9.99 ->>,>>9.99 # REPAIR CALLS: >>>>9 TASKED BUDGET: >>>>9 ->>,>>9.99 >>>>9 ->>,>>9.99 CONTR COSTS: ->>,>>9.99 ->>,>>9.99* ->>,>>9.99 NONCONTR COSTS: ->>,>>9.99 REPORT TOTALS # P.M. CALLS: >>>>9 CONTR BUDGET: >>>>9 ->>,>>9.99 ->>,>>9.99 # REPAIR CALLS: >>>>9 TASKED BUDGET: >>>>9 ->>,>>9.99 >>>>9 ->>,>>9.99 CONTR COSTS: ->>,>>9.99 ->>,>>9.99 ->>,>>9.99 NONCONTR COSTS: ->>,>>9.99 * VARIANCE FROM REPAIR BUDGET CONTR BUDGET: P.M. - REFERS TO THE SCHEDULED DETAILS IN CONTRACT F/M ** NO CALL SLIP REFERENCED REPAIR – INCLUDES COMPLETE BUDGET REGARDLESS OF SCHEDULED DATES SELECTED

Contract Variance Report - COINS Global Contract Variance Report November 2001 1 ©Shaker Computer &...

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Transcript of Contract Variance Report - COINS Global Contract Variance Report November 2001 1 ©Shaker Computer &...