Categories Report

The Categories report provides a reference for selecting categories when setting up new contracts, for verifying current figures when revising standard (unit) costs and billing rates, or for determining when categories can be added or deleted.

The report shows, for each category:

• The category code, cost type, A/R item number, unit of measure, unit cost, overhead type and overhead percentage, labor type and labor percentage (for labor cost types), and billing rate for each category.

• The segments and the segment codes used to override any G/L account segments.

• The date you last saved changes for, or added, the record. If a category is inactive, the report shows the date you set the record Inactive.

Print this list when you need a printed reference for any or all categories.

To print the Categories report:

1. Choose the Categories icon from the PJC Setup Reports folder.

2. Specify a range of categories for which to print the report, or skip the From and To Category fields to include all categories on the report.

3. Specify a range of cost types to restrict the report to certain cost types, or skip the From and To Cost Type fields to include all cost types for the range of categories on the report.

4. If you use optional fields, and want to include optional field information on the report, select the option Include Optional Fields.

5. Click Print.

Related Topics