Follow

ID298 - Contract Detailed Review Report Overview & Sample

Analyze Contract Performance based on service and sales orders included in contract.

Jump to Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips |  Related Alerts |

Click to Subscribe 

Overview

Overview

Custom report to help you analyze in a quick snapshot summary of your contracts performance (costs, revenue, retail). It is also a good tool to show your customer what their costs would have been if not under contract.

 

Type of Output: On Demand Custom Report

 

*  *  *

Sample

Sample

2.png

Screen_Shot_2018-06-05_at_9.41.12_AM.png

3.png

 

*  *  *

Variables

Variables

This alert has no variables

 

 

*  *  *

 

Alert Functionality

Alert Functionality

-If meters are not populating on the report, please check that the equipment is linked to a Meter Group on the Contract Record

-For Retail % mark-up, please note report is starting with what cost was at the time the service call and/or sales order was invoiced based on your cost method set in eAuto (LIFO, FIFO and WAVG). This can be found via Tools / Options / Inventory / Cost method:

Cost_method.PNG

 

 

*  *  *

 

OnDemand Report Filters

OnDemand Report Filters

Custom Report named CEOJuice Contract History:

1.png

Use advanced filter option for Customer / Contract / Equipment / Sales Rep filters:

This allows you to select multiple rather than a range or ALL

ID298AdvFilter.PNG

 

For example, all these varying contract filter options:

ID298AdvFilter2.PNG

 

Use And / OR for multiple filters:

ID298AdvFilter3.PNG

 

Report options allow to only show details for Service, Service & Supply, Service and Supply with cost, or Service and Supply with retail:

In order for any of these transactions to show on report, the service call(s) and/or supply order(s) must have been linked to the contract.

a.PNG

 

Can sort by Contract Number OR Customer Number OR Customer Name OR Sales Person:

b.PNG

 

Can filter out specified Bill Code(s):

c.PNG

 

Set markup% for parts:

For Retail % mark-up, please note report is starting with what cost was at the time the service call and/or sales order was invoiced based on your cost method set in eAuto (LIFO, FIFO and WAVG), then adding % markup.

d.PNG

 

Set markup% for supplies:

For Retail % mark-up, please note report is starting with what cost was at the time the service call and/or sales order was invoiced based on your cost method set in eAuto (LIFO, FIFO and WAVG), then adding % markup.

e.PNG

 

Both Retail Parts and Supply Markup% have option to 'Include All'. This essentially ignors markup% all together.

f.PNG

 

*  *  *

 

Best Practices & Tips

Best Practices & Tips

None at this time

 

*  *  *

Related Alerts

Related Alerts

None at this time

 

*  *  * 

 

 

 

 

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