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Required Job Level Information for Benjamin Moore Reporting
The Benjamin Moore Report is driven by the Jobs Assigned to the invoices related to the sale of Benjamin Moore products.
For example, run the Benjamin Moore Report for the desired date range and apply the appropriate filters to limit the report to the products that are eligible for the program. In this example, the Fine: of CCP identified the eligible items for the program. Select Generate and then Preview to examine the report in detail.
The following diagram shows the interrelationship between the invoice, the customer and the assigned job number assigned to the invoice.
Confirm that eligible transactions have an assigned Job within the customer's account.
If a job has not been assigned and this is an eligible transaction, assign a Job to the existing invoice using the POS > Manager Screen > Edit Header option that allows a user to assign a Job to an existing invoice.