Work Order

Description

The Work Order report provides a full-page listing of products and services to be delivered to a booth or exhibitor. You can include all revenue types or select specific categories of products.

Each work order prints on its own page and includes a signature line for the customer to acknowledge delivery. If an exhibitor has multiple orders, you can optionally print each order on a separate work order.

You can filter work orders by delivery dates, order dates, and the dates and times orders or individual items were created or modified. This is particularly helpful when work orders have already been distributed and you need to identify changes made since the previous run.

Tracking Work Order Changes

The Print Change History option allows you to generate revised work orders that identify changes made during a specified period.

When Print Change History is set to Yes, the work order is labeled Revised, and changes made within the selected modification date and time range are printed.

To review recent changes, specify the appropriate Order Modify or Item Modify date and time range, then enable Print Change History.

Report Examples

Available Filters

Use the following filters to select the orders and items included in the report, identify recent changes, and customize how work orders are organized and printed.

Filter Details

Event: Selects the event for which work orders are generated. By default, the event selection includes future events and events within the last 30 days.

Status(es): Allows you to select order statuses for the report. The documented available values are Payment Pending and Confirmed. The documented default is All order statuses.

Order #: Allows you to generate a work order for a specific order. By default, all qualifying orders within the selected event are included.

Deliver Start Date and Deliver End Date: Define the delivery date range for items included in the report. The dates default to the beginning event date and event end date.

Order Start Date and Order End Date: Define the order date range included in the report. By default, the range begins at the beginning of time and ends at the current date and time.

Create Start Date/Time and Create End Date/Time: Define the date and time range during which orders were created. The default range is from the beginning of time through now.

Order Modify Start Date/Time and Order Modify End Date/Time: Define the date and time range during which orders were modified. These filters are useful for identifying orders changed since work orders were previously generated.

Item Modify Start Date/Time and Item Modify End Date/Time: Limit results to individual items modified within the specified date and time range. Use these filters when you need to identify changes to specific products or services.

Revenue Type(s): Allows you to limit work orders to selected revenue types. All revenue types are included by default.

Sort By: Determines how work orders are sorted. Available options are Booth, Booth - Alphanumeric, and Exhibitor Name. Booth is selected by default.

Product(s): Allows you to limit the report to selected products ordered within the event. All products are included by default.

Customer Type(s): Allows you to filter by Standard Exhibitors, Show Management, and EACs. All customer types are included by default.

Print Change History: When set to Yes, the work order is labeled Revised and includes changes made during the selected modification date and time range. No is selected by default.

Delivery Status: Allows you to include all items, only items that have not been delivered, or only delivered items. All is selected by default.

Location(s) and Pavilion(s): Allow you to limit work orders to booths assigned to selected locations or pavilions within the event. All locations and pavilions are included by default.

Print Each Order on its Own Work Order: When set to Yes, each order prints on a separate work order, even when an exhibitor has multiple orders. No is selected by default.

Group Items By: Allows you to group items by Supplier Keyword or leave them ungrouped. None is selected by default.

Suppliers: Allows you to limit the report to selected suppliers within the event. All suppliers are included by default.

Tip: When work orders have already been distributed, use the Order Modify or Item Modify date and time filters to identify recent changes. Enable Print Change History to produce revised work orders showing those changes.

Sample Report