Assigning Voucher Report Types

Voucher Report Types are used during the printing of Vouchers. The SF1035 may be printed in three different formats. Each report type is hard coded with a reference ID. Using Custom Field #2 (Report Type) from the Job Master File, you can assign a report type to a Job. Report Types are used for grouping Jobs on a Voucher. The three most common used Report Types are:

This is the default report type. The Single Job Report prints one Job per SF1035.

This report prints multiple jobs grouped by job with subtotals for each Job on the same 1035. When information reaches the bottom of the SF1035, printing continues on the next page with the remaining Job Numbers. The final page includes a grand total.

The Multiple Job Summary report allows you to print multiple Jobs on a SF1035 and then summarizes the Jobs at the end of the report. There are 41 possible Report Types from which to pick in deciding which Jobs should be grouped for a given Voucher. Since the Report Type is assigned in the Job Master File, you can tell which Jobs belong to which customers via the Bill Codes By Job screen.

You may have up to 20 different sets of Multi- Job Detail groups using IDs 101-120 Multiple Job Detail. You may have up to 20 different sets of Multi- Job Summary groups using IDs 121-140 Multiple Job Summary. Assigning a Report Type to a Job is an important part of the Batch Voucher Creation process. For each Job, you will need to designate the default Report Type.

Assigning a Voucher Report Type:

  1. From the Job Costing main menu, click Job Master File.
  2. Enter the Job # in the Lookup field, or use the Find Feature to locate the Job.
  3. Once the Job File displays, click the Custom Fields tab. Click the arrow in the Voucher Type field (Custom Field 2) to display the list of existing Voucher Report Types.
  4. Select either Multiple Job Summary, Multiple Job Detail, or Single Job, or double-click in this field to create a new Voucher Report Type/Description. Sample Descriptions include Multiple Job Detail Group A, Multiple Job Detail Group B, etc. While Descriptions are for your information, IDs are used for the actual grouping.
  5. Save and close the Job Master File.

Note:  When creating Vouchers, it is important to remember that you cannot have multiple Report Types on the same Voucher. When you are selecting the Billing Records (Jobs) to print on a Voucher, the system allows you to select only Jobs that have the same Report Type. In the case of a Single Job Report Type (ID 100), only one Billing Record is included in the Voucher to be printed.