SM Work Order Profitability Detail
You can use the SM Work Order Profitability Detail report by selecting .
This report is used to review the profitability of work orders for the purpose of understanding the detail around the actual work performed. This report is usually used when preparing for billing. Cost values will look to Actual Cost first and if no value is found (or value is = 0) then it will use Projected Cost regardless of value (returns 0 if blank). Formula is:
If Actual = 0 then Projected else Actual
The report will note which Cost values are based (fully or partially) off of Projected via a '*' after each value. Lines that are flagged as No Charge in the Work Completed form will show as '**" and have a billed amount as 0.
|
Report Parameters |
Description |
|---|---|
|
Company |
Accept the default, or press F4 to select a company. |
|
Customer |
Press F4 to select the Customer |
|
Beginning Work Order Number |
Enter or select the applicable beginning work order. |
|
Ending Work Order Number |
Enter or select the applicable ending work order. |
|
Site |
Click the Field Lookup button or press F4 to select the site. |
|
Service Center |
Select the Field Lookup button or press F4 to select the service center. |
|
Work Order Status |
Click the Field Lookup button or press F4 to select the work order status. |
|
Work Scope |
Click the Field Lookup button or press F4 to select the work scope.. |
|
Call Type |
Click the Field Lookup button or press F4 to select the call type.. |
|
Technician |
Select the Field Lookup button or press F4 to select the technician. |
|
Agreement |
Click the Field Lookup button or press F4 to select the agreement. |
|
From Date |
Enter from date. |
|
To Date |
Enter to Date. |
|
Date Range Field |
Click the Field Lookup button or press F4 to select the scope date field. |
|
Group by (1) |
Click the Field Lookup button or press F4 to select option 1 for grouping data. |
|
Group by (2) |
Click the Field Lookup button or press F4 to select option 2 for grouping data. |
|
Group by (L)ine or (C)ost Type |
Enter L or C. |
|
(M)arkup or Gross (P)rofit % |
Enter M or P. |
|
Profit Based on (P)rice or (B)illed Amount |
Enter P or B. |
