Progress Report

A Progress Report is a periodic document used to record the actual quantities of work executed during a specific time period (Actual SOW — State of Work).
It allows contractors and clients to review, validate, and agree on the delivered quantities before any invoicing occurs, ensuring transparency and avoiding disputes.
Once validated and confirmed, a Progress Report generates the delivered quantities on the related Sale Order Lines (via stock.picking), forming the basis for accurate and compliant progress billing.

Workflow & Lifecycle

Every Progress Report follows the same lifecycle and can move through these states:

State	Meaning
New	Draft state. Quantities can be entered, edited, distributed, or adjusted
Sent	The Progress Report has been sent to the client (PDF via chatter). The client may comment or request adjustments
Confirmed	Final approval. Quantities are locked, and corresponding delivery entries (stock moves) are generated
Canceled	Progress Report is canceled and no longer impacts deliveries or invoicing

Once Confirmed, Bimbal displays a safety alert:
“You are about to confirm this record. This action will result in many entries on different models. Are you sure you want to proceed?”

Multi–Sale Order Capability

Bimbal Progress Reports can cover one or multiple Sale Orders simultaneously.

When multiple Sale Orders are included, the Progress Report is structured with two types of lines:

Primary Lines:

Grouping lines used to encode global Actual SOW (quantities or percentages).

They represent high-level work packages.

Secondary Lines:

Detailed lines corresponding to actual Sale Order Lines.

These are the lines that ultimately generate deliveries.

You may enter Actual SOW:

directly on Secondary Lines,
or globally on Primary Lines, then use distribution actions.

Actual SOW (State of Work)

The Actual SOW is the quantity of work executed during the period.

Users can encode Actual SOW in:

quantities, or
percentages (e.g., 20% to deliver 20% of the ordered quantity).

This value determines how much will be delivered and invoiced.

Distribution Tools

When Actual SOW is entered on a Primary Line, Bimbal can automatically distribute it across the related Secondary Lines using two actions:

Distribute by Lock Date
Distributes quantities chronologically based on the confirmation order of the Sale Orders.
Distribute by Max Profit
Distributes quantities to maximize revenue, sending quantities to the most profitable lines first.

Additional Tools

Set Remaining SOW
Automatically fills the Actual SOW to deliver all remaining ordered quantities.
Clear Actual SOW
Resets all Actual SOW values back to zero.

Key SOW Fields

Each Progress Report line displays essential information to help the user understand the delivery status:

Field	Meaning
Plan SOW	The ordered quantity from the Sale Order.
Previous SOW	Quantity already delivered before the current Progress Report.
Actual SOW	Quantity delivered in the current period.
Cumulative SOW	Total delivered = Previous SOW + Actual SOW.
Remaining SOW	Quantity still to be delivered.

All these values are also displayed as percentages.

Communication with the Client

Progress Reports can be:

printed as PDF,
sent to the client via the chatter,
discussed and corrected before confirmation.

This makes the Progress Report a central tool for transparent progress tracking, communication, and invoicing validation.

Bimbal® | ERP Software for construction companies
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