• Customer > Customer Service > Service Views and Reports > Service Manager Reports > Report Profitability by Payment Responsibility

Select a region(s) to include in the report. Use the drop down to select a single region. Click the extra Action button to select one or multiple regions via the Multiple Region Selection Window.

This field is inactive when a Service Location is selected.

Select a service location(s) to include in the report. Use the drop down to select a single service location. Click the extra Action button to select one or multiple service locations via the Multiple Location Selection Window.

This field is inactive when a Region is selected.

Select a responsibility type on which to base the report. You have the following options:

• Customer - service orders where the customer was responsible. This option cannot be used in conjunction with other responsibility types; when this option is checked, the other responsibility options are inactive. Additionally, the Customer field is active; the Vendor field is inactive.

• Factory Warranty - service orders where the factory warranty covered the service. This option can be used in conjunction with Extended Warranty and Other Third Party. When this option is checked, the Vendor field is active.

• Extended Warranty - service orders where the extended warranty covered the service. This option can be used in conjunction with Factory Warranty and Other Third Party. When this option is checked, the Vendor field is active.

• Other Third Party - orders where a third party vendor was responsible for the service. This option can be used in conjunction with Factory Warranty and Extended Warranty. When this option is checked, the Vendor field is active.

• House - orders where the house vendor was responsible for the service. This option cannot be used in conjunction with other responsibility types; when this option is checked, the other responsibility options are inactive. Additionally, the Customer field and Vendor field are inactive.

Use this field to indicate the customer(s) to be included in this report. Enter the customer directly into the field or click the Search button to select a customer via the Search for a Customer routine. To select one or more customers, click the extra Action button to select from the Multiple Customer Selection Window. To report on all customers, leave the field blank.

This field is active only when Responsibility is set to Customer.

Use this field to indicate the vendor(s) to be included in this report. Enter the vendor directly into the field or click the Search button to select a customer via the Multiple Selection Lookup Window. To select one or more customers, click the extra Action button to select from the Multiple Vendor Selection Window. To report on all vendors, leave the field blank.

This field is inactive when Responsibility is set to Customer or House.