Follow

Using Analytics eViews to review contract profit (ID150 ID768)

When you install DGI's Analytic tables (the free ones) you get some additional eViews that make contract analysis a breeze.

Go to eViews and then search ALL views for Description contains Analytics

ScreenClip.png

Select the eView called Customer Transaction Detail Distributed (note the distributed eView will not match your financials).

Search for the Contract you want to review then scroll to the right and sort the column by Cost.

ScreenClip.png

Scroll to see all Costs (or revenue) associated with this contract.

Sort by cost to see extraordinarily high costs incurred against contract. This can help show you activity against the contract that should or shouldn’t be there. Is there no labor cost? Then is tech missing burden rate in eAuto employee record? Is there repeatedly no overage costs? Are meters missing?

Other useful eViews:

  1. Service Calls (Invoiced) – filter by customer
    1. Sort by contract number and look for $0.00 billed when no contract# referenced. Also look for amount billed when contract number used. Was client correctly invoiced? Should contract have been referenced in service call so costs can go against contract?
  2. Sales Order Details – filter by customer
    1. Sort by contract number to see if $0.00 billed when no contract# referenced. Also look for amount billed when contract number used. Was client correctly invoiced? Should contract have been referenced in supply order so costs can go against contract?
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk