upsell report

[stevet]

Does anyone know of a report on R&R that will show add ons or upsells on RO's. I can do it manually but would like to pull a summary and detail for each advisor and tech. Do I have to build it in Report Generator and if so, what perameters to use?

[petepuma01]

This may help, though you need to understand how an upsell is defined.

In the WIPLABOR file (6910), there is a field called UP-SELL FLAG. This field will contain a '+' in it whenever a job was added to an RO in 3350 (if you have scheduling) or 3651. (You may also have noticed that this + appears on the customer's invoice).

UP-SELL FLAG EQUAL [+]

So if the user upsells at the time of write up in 3030, it won't be considered a write up by the system.

If that is a problem, you may want to consider having your advisors entering a special character in the COMPLAINT statement. For example, if the job is an upsell, enter '<>'. Then in your 6910 selection criteria, have a line like this:

COMPLAINT EQUAL [<>]

The square brackets [] are wildcards.

This will then find all jobs with <> in the complaint statement.


[This message has been edited by petepuma01 (edited 08-09-2005).]

[This message has been edited by petepuma01 (edited 08-09-2005).]

[DNASH99]

does anyone have a report for adp

[jazdale]

Very similar to what Pete mentioned for RR. The ADP file is LABOR and the field ADD-ON-SVCS will have a ** (2 asterisks) in the field.

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If you have web2005, the left panel will have a statistical display of add-on services broken down by type of labor (C,W,I)