Exporting WIP from the Orders Module
Before exporting WIP, it’s important to understand what Mothernode considers Work in Progress (WIP).
In Mothernode, WIP includes any order using native system statuses that are not marked as Completed or Canceled. This means the WIP export is designed to help you review active orders that are still open, in production, pending completion, or otherwise not finalized.
You can use the Advanced Search options in the Orders Module to filter the data you want to see on screen before exporting. For more information on creating advanced searches, see this related article: Click here
Exporting WIP
To export WIP from the Orders Module:
- Go to the Orders Module.
- Use Advanced Search to apply the filters for the orders you want to include.
- Review the filtered results on screen.
- Click the Export WIP command at the top right of the report.
Once submitted, Mothernode will generate your WIP XLS file and email it to you when the export is complete.
What is Included in the WIP XLS File
The WIP XLS file contains the following data:
| Field | Description |
|---|---|
| Order Number | The unique Mothernode order number assigned to the order. |
| Order Date | The date the order was created. |
| Order Status | The current native Mothernode status of the order. WIP includes orders that are not Completed or Canceled. |
| Customer Name | The customer associated with the order. |
| Reference | The order reference entered on the order, when applicable. |
| Order SubTotal | The order subtotal before taxes, fees, or other total adjustments. |
| Order Total | The full order total, including applicable taxes, fees, or adjustments. |
| Quote Ref. | The quote number associated with the order, when applicable. |
| Quote SubTotal | The subtotal from the original quote associated with the order. |
| Quote Total | The full total from the original quote associated with the order. |
| Order Type | The order type assigned to the order, when applicable. |
| Market Segment | The market segment assigned to the customer, quote, or order. |
| Made Here | The portion of the order total associated with products or services produced internally. |
| Made Out | The portion of the order total associated with outsourced products or services. |
| Materials | Material costs recorded against the order. |
| Production Labor | Production labor costs recorded against the order. |
| PO Total | Total purchase order costs associated with the order. |
| Install Labor | Installation labor costs recorded against the order. |
| Expenses | Additional expenses recorded against the order. |
| Cost Total | The total recorded cost for the order, including materials, labor, purchase orders, installation labor, and expenses. |
