Reports

Management views for request backlog, jobs, documents, assets, pipeline, and service contracts.

3Request backlog
2Jobs
2Open opportunities
0Expiring contracts
1Missing ERP — jobs
2Missing ERP — customers
ReferenceCustomerStatusPriorityDue date
REQ-J-1003Demo Mining Co.in progressurgent5/12/2026
REQ-S-1001Demo Mining Co.scheduledhigh5/6/2026
REQ-P-1002Atlas Foods Processingawaiting customermedium5/9/2026
JobCustomerStatusEstimateActual
JOB-2001Demo Mining Co.in progressR 2270.00R 1625.00
JOB-2002Demo Mining Co.ready for reviewR 2800.00R 0.00
DocumentTitleCustomerStatusVisibility
DOC-4002Internal costing worksheetDemo Mining Co.approved internalinternal
DOC-4003Draft parts recommendationAtlas Foods Processingshared with customercustomer shared
DOC-4001Draft service reportDemo Mining Co.approved to sharecustomer shared
DOC-515E2BDBBelt Scale Integrator — Product Overview (Placeholder)Internalapproved to shareinternal
DOC-27EC4BC1Steel Conveyor Roller — Range Overview (Placeholder)Internalapproved to shareinternal
DOC-E2E106DFCB OMNI FUSION Application Note (Placeholder — Compliance Review Required)Internalapproved to shareinternal
DOC-85866651test docInternalapproved to sharecustomer shared
AssetCustomerSiteNext service due
Conveyor Belt Scale 04Demo Mining Co.North Pit Processing Plant6/15/2026
Checkweigher Line 2Atlas Foods ProcessingBeverage Filling Line 27/1/2026
No upcoming calibration rows
OpportunityCustomerTitleStageValue
OPP-5002Atlas Foods ProcessingLine 2 spares and installation follow-onqualifiedR 42000.00
OPP-5001Demo Mining Co.Retrofit proposal for chute instrumentationproposal in progressR 185000.00
No contracts expiring within 90 days
No maintenance visits scheduled in next 30 days

Open jobs missing ERP reference

JobCustomerStatusActions
JOB-2002Demo Mining Co.ready for reviewOpen

Customers missing ERP reference

CodeCustomerAccount statusActions
ATLAS-FOODSAtlas Foods ProcessingactiveOpen
DEMO-MINEDemo Mining Co.activeOpen