Contract Summary Report
The Contract Summary report provides a summary for each contract and
project in a specified range, showing the current estimated revenue, total
actual costs, actual revenue, and customer receipts.
The report also shows the amount of costs compared to the amount of
revenue and the amount of receipts for each contract and project. For
projects that use a percentage complete accounting method, it shows the
completion percentage.
If you print the report in customer currency, all the projects in a
contract are grouped and subtotaled by currency.
When to print the report
You can use the report to check cost and receipt totals for individual
customers and contracts or projects, and to obtain an overview of the
cash generated and used by your contracts.
To print the contract summary report:
-
Choose the Contract Summary
icon from the PJC Analytical Reports folder.
-
Specify the report options
using the following fields:
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Print ByChoose whether to include contract and projects on the report or to
print the report by contract, only.
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Contract From/ToSpecify the range of contract numbers to include on the report.
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Project From/ToThese fields appear only if you selected Contract And Project in the
Print By field. Specify the range of projects to include on the report.
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Customer Number From/ToIf you want to limit the report to a range of customers, specify a range.
If you do not specify a range of customers, the program includes contracts
for all customers within the specified range of contract numbers.
-
Contract Start Date/ToSelect a range of contract start dates, if you want to restrict the
report to contracts that began within the specified range of dates. If
you do not specify a range, the program prints the report regardless of
the contract start dates.
-
Project Start Date/To
These fields appear only if you selected
Contract And Project in the Print By field.
Select a range of project start dates, if
you want to limit the report to projects that began within the specified
range of dates.
If you do not specify a range, the program
prints the report regardless of the project start dates.
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Contract StatusIf you want to restrict the report to contracts with a certain status,
specify the status in this field.
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Project StatusThis field appears if you selected Contract And Project in the Print
By field. If you want to restrict the report to projects with a certain
status, specify the status in this field.
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Print Amounts InThis field appears only if you have a multicurrency system. Specify
whether to print the report in your customer's currency or in your functional
currency.
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Click Print.
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