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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.727  Help ID: 6174

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.
 
Required Job Level Information for Benjamin Moore Reporting
 
The following diagram shows the interrelationship between the invoice, the customer and the assigned job number assigned to the invoice. 
Required Job Level Information for Benjamin Moore Reporting
1

Confirm that eligible transactions have an assigned Job within the customer's account.

1. 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.
2

Complete the required BM Job #,
Rep Name and Rep Number fields

2. Complete the required BM Job #, Rep Name and Rep Number fields
This information is provided by Benjamin Moore.
3

For each Job within the Customer's Job listing,
provide the address information for each applicable job

3. For each Job within the Customer's Job listing, provide the address information for each applicable job
The address of the job is requirement of Benjamin Moore.  This is not the customer's business address but that of the actual job site.