Profit by Customer

The Profit by Customer SRS report can be printed detailing the profitability of all or specific service call types for one or all your customers. The service invoices must be posted for the call to be included in the report.

This report is designed to work with simple grouping of costs from multiple service calls for a single customer at a single location. Results will be inconsistent with your actual invoice amounts on grouped invoices that contain multiple divisions.

As service calls are completed and posted, this report displays the customer profitability based on up to five levels of detail and are displayed by choosing the expansion button:

• Level 1: The report displays the profitability for each customer.
• Level 2: The report can be expanded to show profitability for each location for each customer.
• Level 3: The report can be expanded further to show the profitability for each division assigned to the location for each customer.

• Level 4: The report can be further expanded to show each invoice for that customer location. Contracts are handled differently, see the Contract information section below for more information.

• Level 5: The report can be expanded one more time to show the cost transaction information for each invoice for that customer location. Contracts are handled differently, see the Contract information section below for more information.

Contract Information

Profitability is based on recognized revenue, therefore for contracts, the supported recognition method is #2 – Revenue Schedule.

• For contract information to appear on the report, the Call Types MC and/or MCC must be selected.
• The data shown for the contract is based on the date range specified.
• Because no invoice is tied to profitability, the Invoice information will show the contract number to sort the remaining information appropriately.
• The Cost displays all the cost transactions posted during the date range specified. The roll-up will be the total of those transactions. Transactions that are billable only will not be included, for example, calculated trip charges based on extended pricing, as the report is based on recognized revenue. Purchase orders are displayed.
• The Sales/Revenue will display all the revenue recognition journals posted during the date range. The Revenue total should be the total recognized for the contract during that date range.

To print the report:

1. Access the Profit by Customer report from the Report Manager.
2. Enter the following parameters for the report, as needed:
   • Start/End Dates: Specify the date range for the invoices to be included. The general ledger post date for the cost transactions may fall outside the specified date range but are shown to display the amounts that comprise the invoice amounts.
   • Sort by: Select to sort by customer name or ID.
   • Customer From/To: Select the range of customer by ID or name, depending on Sort by selection.

   • Call Type: Select the call type(s) to include in the report. If the call type was changed at some point during the service call, only the current call type information will display. Historical information from previous call types will not display.