Viewing Profitability Inquiries
The profitability information in Equipment Management can be analyzed either by profitability cost codes or by general ledger accounts. The Total Financial tab, Sales Financial tab, and Rental Financial tab in the Equipment Manager window also show cost category information for a piece of equipment.
Viewing profitability
- Select Inquiry > Equipment > Profitability By Code.
- Complete the following fields:
- MDA Group ID
The available choices depend on the modules you are using and the setup options. You should have a group for equipment, rental, and scheduled maintenance if you are using the Advanced Rental and Scheduled Maintenance modules. - MDA Code ID
The available choices depend on the MDA group. - Date From
Enter the starting date. - Date To
Enter the ending date. - Account From
Enter the beginning account range. Entering ?-?-4110 will list all accounts with the final segment 4110. See About Account Masking. - Account To
Enter the ending account range. - Committed POs
Mark the checkbox to show committed purchase orders. - Unposted
Mark the checkbox to show unposted transactions. - Open
Mark the checkbox to show open transactions. - History
Mark the checkbox to show history transactions.
- MDA Group ID
- Select Redisplay.
Viewing profitability by GL account:
- Select Inquiry > Equipment > Profitability By Account.
- Complete the following fields:
- Account Number
Select the account to be analyzed. This should be an account with MDA set up. Entering ????-4110 will list all accounts with the final segment number 4110. - MDA Group ID
The available choices will depend on your profitability setup. - Date From
Enter the starting date. - Date To
Enter the ending date. - MDA Code ID From
Enter the starting MDA code ID. - MDA Code ID To
Enter the ending MDA code ID. - Committed POs
Mark the checkbox to show committed purchase orders. - Unposted
Mark the checkbox to show unposted transactions. - Open
Mark the checkbox to show open transactions. - History
Mark the checkbox to show history transactions.
- Account Number
- Select Redisplay.