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ID150 Contract Profitability – Lifetime totals

Lifetime totals are grouped by Parent Customer therefore client must set up customers in the parent/child relationships for the Lifetime totals to work. The "Parent" company is put on the contract as the customer - not the ‘bill to’, but the actual contract customer.

Customer_Parent_Child_example.png

The "Lifetime" totals on the report include all the history for that Customer and Contract that they have in e-automate thru the day the report is run. However the RQ totals on the contract level of the reports are as of the last "full" month. So they will find a discrepancy between "Lifetime" numbers and the contract totals (assuming the contract is no more that two years old) due to any billing/expenses incurred in the current month. 

 

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