Work In Progress

For managers and production staff · ~3 min read

Work In Progress answers “what have we got on?” — every live job, its production and install status, and the money attached to it.

Leave the accepted dates blank and it’s a snapshot of everything open right now.

Figure 1 — Work In Progress: every accepted order that isn’t finished, one row per line item. An old Accepted Date against an early Prod. Status is the classic warning sign; an empty Scheduled or Installer means it isn’t booked in yet.

Parameters

Parameter	Notes
Accepted Date From / To	Leave blank for every open order
Sales Reps	Leave empty for all reps
Order Status	Leave empty for all statuses
Customer Search	Part of a customer name
Production Lines	Only lines made on these production lines
Job Tracking Statuses / Job Tracking Processes / Dispatch Statuses	Only orders with lines at these production statuses, production processes or install statuses, e.g. Unstarted and Not Booked In. Each can be used on its own. A line with no status set yet still shows under the status filters; the process filter shows only lines at that process. Leave empty for all
Group By	Sales Rep (the default) or Production Line, which puts each order’s lines under their product line
Sort By	Customer (the default), Accepted Date, or Work Status: orders furthest behind come first, by production status then install status, in the order your statuses are set up in BUZ. Customers are listed in the same order, each with its orders under it

The lists in each filter are in the order they’re set up in BUZ, and only show ones in use. Sales reps who’ve been deactivated are at the end, marked (Inactive).

Columns

Column	What it tells you
Customer	The heading over that customer’s orders, with how many there are and what they’re worth
Order	The order reference reads like 28460.A, so you can paste it straight into BUZ search
Product / Location / Qty	Each order’s lines, shown under it. Hide lines at the top of the report folds them away; click an order to open or close just that one
Amt Ex Tax	Value excluding tax
Quote Date	When it was quoted
Accepted By / Accepted Date	Who accepted it and when
Status	Order status, in the colour set for it in BUZ. An order on a Processing, To Be Invoiced, Production Commenced or Made type of status shows where its job is instead: Job Tracking (production) and Dispatch (install), as classic BUZ does
Job Tracking / Process	Where each line is in production
Scheduled / Install Type / Installer	The job’s booking, shown on the order line itself. An order with more than one booking lists each one, earliest first, in the same order in all three columns
Dispatch	Where each line is for install

The Summary at the end gives each sales rep’s (or production line’s) orders, quantity and amount, with the total.

How to read it

The three questions it answers

• What’s stuck? Sort by Accepted Date — the oldest rows at the top have been open longest.
• What’s unscheduled? Look for rows with an empty Scheduled or Installer.
• What’s it worth? Total Amt Ex Tax for the value of your open book.

• An old accepted date with an early production status is the classic warning sign.
• Filter by Order Status to see one stage at a time.

See also

• Jobs schedule reports — for the dated production view
• Capacity — for whether you can take more on