Report Profitability by Payment Responsibility
(Service Profitability by Responsibility Report)
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This report shows profitability for service orders sorted by the responsible party for the service.
The run-time options for this report are:
Service LocationThis field is used to indicate the service location or locations to be included in this report. One, multiple, or all service locations may be selected. To report on a single service location, select a specific location code from the drop-down list of valid warehouse locations. To create a specific list of service locations for this report, use the Multiple Location Selection screen, which is available via the Action button. To report on All service locations, leave this field blank.
Start DateThis date field indicates the starting date for this report. If left blank, the system will use the earliest date.
End DateThis date field indicates the ending date for this report. If left blank, the system will use the latest date.
ResponsibilitySelect Customer to base the report on service orders where the customer was responsible. Select Factory Warranty to base the report on service orders where the factory warranty covered the service. Select Extended Warranty to base the report on service orders where the extended warranty covered the service. Select Other Third Party to base the report on orders where a third party vendor was responsible for the service. Select House to base the report on orders where the house vendor was responsible for the service.
Include Line TypesIndicate the type of service line to be included on the report. Select Parts to include parts lines on the report. Select Labor to include labor lines on the report. Select Charges to include charges lines on the report.
CustomerThis field is used to indicate the customer or customers to be included in this report. One, multiple, or all customers may be selected. To report on a single customer, click on the Search button and access the Search for a Customer (Customer Code Lookup) screen, from which you can select a customer code. To create a specific list of customers for this report, use the Multiple Customer Selection screen available from the Action button. To report on all customers, leave the field blank.
VendorThis field is used to indicate the vendor or vendors to be included in this report. One, multiple, or all vendors may be selected. To report on a single vendor, enter the vendor code or click the Search button and use the Vendor Cross Reference to locate a vendor code. To create a specific list of vendors for this report, use the Multiple Vendor Selection screen available from the Action button. To report on all vendors, leave the field blank.
Primary SortThis field indicates the item by which the report data will be sorted first. Select the primary sort criteria from the drop-down list at this field.
Secondary Sort, Tertiary SortThese fields indicate the items by which the report data will be sorted second/third. Select the secondary/tertiary sort criteria from the drop-down list at this field. If no secondary/tertiary sort is desired, leave the field blank or choose None Selected.
Send Output toThe output destination of the report displays. To change the output destination, click on the Actions button and select Output Settings.
Export PathIf you select either the Personal Report Viewer (PRV), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.
Once the run-time options have been selected, choose Run to produce the report.