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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 |

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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. Please note that if the contract has no cost activity against the contract, no details will show for the contract on the report. The purpose of the report is to show the customer how much it would have cost them for service and supplies if they were not on contract and so there does need to be cost activity on the contract for it to report.

 

Type of Output: On Demand Custom Report

 

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Sample

Sample

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Variables

Variables

This alert has no variables

 

 

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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:

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OnDemand Report Filters

OnDemand Report Filters

Custom Report named CEOJuice Contract History:

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

**Please note Sales Rep filter is considering Sales Rep assigned on Customer Record, not Contract Record.**

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

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For example, all these varying contract filter options:

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Use And / OR for multiple filters:

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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.

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

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Can filter out specified Bill Code(s):

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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.

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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.

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

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Best Practices & Tips

Best Practices & Tips

None at this time

 

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Related Alerts

Related Alerts

None at this time

 

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