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

1. Select Inquiry > Equipment > Profitability By Code.
2. 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.
3. Select Redisplay.

Viewing profitability by GL account:

1. Select Inquiry > Equipment > Profitability By Account.
2. 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.
3. Select Redisplay.