SM Monthly Profitability Report
You can use the SM Monthly Profitability Report to review cost, revenue, and margin information for Service Management transactions by selecting .
This report aggregates Service Management transactions to show cost, revenue, and margin information. Each line item on the report corresponds with a specific work order, agreement billing, agreement amortization, or AR invoice adjustment. Double-clicking on any line displays a drill-down of the transactions that make up that particular line.
You can define the grouping levels for the report using the Group 1 through Group 5 parameter fields. Grouping options are: Mth, Customer/Job, Agreement, Service Site, Service Center, Division, Call Type, and Department. The Beginning Month / Ending Month parameters filter on the accounting month to which the cost or revenue item belongs.
| Report Parameters | Description |
|---|---|
| SM Company | Accept the default, or press F4 to select a company. |
| Beginning Month | Enter or select the applicable beginning month. |
| Ending Month | Enter or select the applicable ending month. |
| Customer | Press F4 to select the Customer |
| Service Site | Select the Field Lookup button or press F4 to select the service site. |
| Service Center | Select the Field Lookup button or press F4 to select the service center. |
| Division | Click the Field Lookup button or press F4 to select the division. |
| Agreement | Click the Field Lookup button or press F4 to select the agreement. |
| Cost Type Category: (L)abor, (M)aterial, (E)quipment, (S)ub, (O)ther, (A)ll | Enter the cost type category to include on the report (Labor, Material, Equipment, Subcontract, or Other). Select All to include all cost type categories. |
| Call Type | Click the Field Lookup button or press F4 to select the call type. |
| Department | Click the Field Lookup button or press F4 to select the SM department. |
| Work Order Status | Press F4 to select one or more statuses, using the Shift key for consecutive selection or the Ctrl key for random selection. |
| Show Spot WOs? | Select this checkbox to show spot work orders (work orders not related to an agreement). |
| Show Extra WOs? | Select this checkbox to show extra work orders (billable work orders that are not generated from an agreement, but are associated with an agreement and not using agreement rates) |
| Show PM/Periodic WOs? | Select this checkbox to show PM/Periodic work orders (non-billable work orders generated from an agreement). |
| Show PM/TOS WOs? | Select this checkbox to show PM/TOS work orders (billable work orders generated from an agreement). |
| Show Covered WOs? | Select this checkbox to show covered work orders (work orders that are not generated from an agreement, but are associated with an agreement and are either non-billable or using agreement rates). |
| Group 1 - 5 | Click the Field Lookup button or press F4 to select up to five groups for grouping work orders. For example, if you want to group work orders by customer and service site, you would select Customer/Job for Group 1 and Service Site for Group 2. |
