Sherpa tip: Ascend Online Reports (AOR) is a legacy platform
which will soon be replaced by Ascend
HQ. If you're not already using this platform, see the Access
Ascend HQ article for more details.
Serial numbers are the most reliable way for you and your customers to keep a detailed history of their expensive gear.
And with the Work Order History by Serial Number report in AOR, you can easily see the entire Work Order history for an item.
Find the report
1. Select the Reports icon from the Ascend desktop.
2. Scroll to the Work Orders section and select the Work Order History by Serial Number report to go directly to the report on AOR. Or select the AOR icon to open the Ascend Online Reports homepage, scroll to Sales and Works Order and select the report there.
3. Check the locations you want to include in the report under the Parameters on the left.
4. Then type or paste the serial number in the serial number search box and select Search.
This report searches for an exact match and will not find partial serial numbers. So make sure to enter the full serial number when running this search.
Read the report
The results display below the search bar. You should see all Work Orders associated with the serialized items. Any open Work Orders appear at the top of the list. The report also displays closed Work Orders from most recent to the oldest.
Each Work Order is identified by the transaction barcode. Under that, you’ll notice Work Order Detail information, such as the mechanic who worked on the item, when the Work Order was completed, the work that was done, and the sale total.
You can easily save the report as a PDF or Word document, using the Export icon.
To view the Work Order History by Serial Number report you need the user permission Reports - Online Reports - All.