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2 results found

  1. Add creditor to maintenance summary report

    When viewing a maintenance summary report it would be good to add the creditor into the summary to make it easier to see what jobs are outstanding for that creditor and a filtered report can be sent to them to follow up.
    Regards
    Deb

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    0 comments  ·  Search, Filters and Reports  ·  Admin →
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    Out of Scope  ·  AdminAngela Sutton (Admin, MRI Software) responded

    Unfortunately this cannot be added as the Creditor is linked to the Job, and there can be multiple jobs/creditors under the one maintenance summary. The Maintenance Job Search allows you to see open work orders etc by creditor and export the results.

  2. Enter contractor to maintenance summary report

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    Out of Scope  ·  AdminAngela Sutton (Admin, MRI Software) responded

    Unfortunately there is no link to the creditor from the maintenance summary as the creditor is linked to the maintenance job - and you can have multiple jobs/creditors under that maintenance summary. The maintenance job report has the creditor and creditor contact too.

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