Report 127: Nullified Work Orders (Goodwill, RIE, & Special Adjustments)

Last updated 11 days ago

Overview

This report isolates and tracks exceptional jobs that were deliberately nullified, written off, or re-categorized under specific operational codes rather than being billed as standard jobs. This includes work designated as Goodwill, Sales Repair Before Delivery ("RIE"), Company Owned maintenance, or Invoiced Directly.

Best Use Case

  • Expense Control & Loss Prevention: Crucial for general managers to spot-check how much money the business is spending on "free" repairs, goodwill gestures for unhappy customers, or pre-delivery fixes on units that have just been sold.

How You Can Filter This Report

  • Parks: Filter across multiple holiday parks.

  • Date Range (From/To): Tracks when these special jobs were created.

  • Special Categories Toggles: Choose to include or exclude specific write-off types:

    • Goodwill Work

    • RIE (Repairs Invoiced Elsewhere / Pre-delivery fixes)

    • Company Owned (Maintenance on park assets)

    • Invoiced Directly

  • Sorting Options: Sort by Job Number, Date Created, Pitch, Account Number, Owner Name, or Job Description Category.

Key Information Displayed on the Report

  • Financial Loss/Value: Shows the combined total amount (total_inv_amount) of the work lines that were zeroed out or absorbed by the company.

  • Job Classification: Displays the exact descriptive category of the repair alongside the specific job type code (e.g., explicitly labeling it as "Goodwill" or "RIE").

  • Target Unit: Shows the pitch location, the caravan stock number, the pitch status, and the customer name (or flags it as a company caravan asset if unowned).