SI has two default Service Plan reports, but you can create your own custom Service Plan reports using the Order Report Designer.
You can generate your reports in Service Plan Explorer or Service Plan Editor.
When you click the Reports button, the following dialog box opens. In it, you can select and run the default reports or any custom reports you have.
The default reports are Service Plan and Service Plan Hours.
Service Plan
Header
The Header section consists of your company information and the client information (name and address), as well as the service plan name, number, and date printed.
Introduction
The Introduction section contains text from the RTF file associated with the service plan.
This section will not be displayed if no RTF file is associated with the service plan.
Plan Features
The Plan Features section displays a bullet point list of the service plan features you have associated with the service plan.
This section will not be displayed if you have not added service plan features for the service plan.
Plan Details
The Plan Details section lists the plan length, auto-renew preference, and start and end dates of the service plan. This section also lists the service plan items added to the service plan.
If you have a service plan item where you have set a different start date other than the service plan start date and set several payments, an asterisk will be displayed next to the price, and the corresponding text will be displayed.
If some or all service plan items are marked as taxable, you can choose to display the prices with taxes included via a report parameter.
Plan Approval
This Plan Approval section lists the totals for all of the service plan items on the service plan grouped by frequency.
If some or all service plan items are marked as taxable, you can choose to display the prices with taxes included via a report parameter.
Report Parameters
You can choose what sections are displayed on your Service Plan report by changing the parameters for the report.
To do this, right-click the report name and select Edit Report Parameters.
This will open the following dialog.
Here, you can do the following:
Choose to turn off any section (described above) of the report you don't wish to display.
Choose whether or not you want the "Auto-renew" text to be displayed in the Plan Details section.
Choose whether or not to display the pricing with taxes included in the Plan Details and Plan Approval sections. If these parameters are unchecked, the sections will display the text "Plus Applicable Taxes," as shown below.
When these parameters are checked, the sections will display the text "Prices Include Tax," as shown below.
Service Plan Hours
This report lists all service orders associated with an approved service plan. It summarizes the actual hours on the service orders to compare against the allowable hours on the service plan.
Header
The Header section contains your company information, the client information (name and address), and the service plan name, number, and date printed.
Service Orders
This Service Orders section lists all service orders associated with an approved service plan, followed by an hours analysis.