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ID555 - Contract & Transactional Analysis eView Overview & Sample

eAutomate's Analytic Tables are a very popular tool for analyzing contract profit. Unfortunately the tables are very unstable and Juice made a call last year to move away from them, the majority of our reports no longer use Analytics.

Many people used the eViews that came with Analytics, in particular the Service Contracts (Analytics) and Customer Transaction Details (Analytics). However without Juice ensuring Digital Analytics was updating correctly these became impossible to rely on.

ID555 is our eView replacement for the Customer Transaction Details eViews.

This eView is available under System, named CEO Juice Contract and Transnational Analysis will install automatically for our auto deploy clients. 

(The eView can't be edited/customized, sorry it comes packaged as is.)

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Types of transactions in eAuto labeled as RevCostType:

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CustomerRevCostType Definitions:

AP Voucher Eqp/Item
AP Voucher Contract - AP invoice linked to Contract Record
AP Voucher Customer - AP invoice linked to

Billed Overage Rev/Clicks - per invoice posting of revenue and clicks on the invoiced period

Contract Base Adj - manual adjustment to contract base billing to increase/decrease amount billed
Contract Base Adj Eqp - equipment level manual adjustment to contract base billing to increase/decrease amount billed

Contract Base Eqp - equipment level base rate revenue distribution amount

Contract Overage Adj - manual adjustment to contract overage billing to increase/decrease amount billed
Contract Overage Adj Dist - equipment level manual adjustment to contract overage billing to increase/decrease amount billed
Contract Misc Charge - Misc Charges set at Contract Level
Contract Misc Charge Eqp - Misc Charges set at Equipment Level on Contract Record 

Contract Overage - prorated overages across the periods 
Contract Base Contract - reflects base rate (by Date Period) per equipment, separated by BLK & CLR
Contract Base Meter - Base Rates set at Meter Group Level


Call Materials - Service Call Items/Materials Used
Call Materials Reversed - Voided Service Call Items/Materials Used

Call Misc Charge Reversed - Voided Misc Charge assessed on Service Call
Call Labor - Service Call Labor Record Entries
Call Labor Reversed - Voided Service Call Labor Record Entries
Call Mileage - Service Call Mileage Entries
Call Mileage Reversed - Voided Service Call Mileage Entries
Call Travel - Service Call Travel Time Entries
Call Travel Reversed - Voided Service Call Travel Time Entries
Call Misc Charge - Misc Charge assessed on Service Call


GL Entry - GL entries entered

Lease - per lease info on Contract Record (this is NOT pulling from Service Lease record in eAuto)
Lease Eqp -per lease info on Contract Record (this is NOT pulling from Service Lease record in eAuto)


Misc Invoice Credit Debit - any misc invoice (credit or debit) created

Sales Fulfill - any type of Sales Order generated

Column Explanations:

There are three different period columns (in YYYYMM format) represented in this eView to allow for varying clients needs and uses:

[Fiscal Period] - The YYYYMM of the Fiscal Period this transaction is recorded in, based on your Fiscal Year set in eAuto. (i.e. if calendar date on invoice is Oct 2018 and your fiscal year is Oct 1 - Sept 30, then [Fiscal Period] is 201801, the first month of your fiscal year)

[Applied Period] - Applied Period is the YYYYMM period relevant to the transaction recorded. For example, $100.00 in overages assessed from Oct 15th - Nov 15th, will record $50 in [Applied Period] for October and $50 in [Applied Period] for November.

Date Period - The YYYYMM Actual Calendar Date of transaction in eAuto

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RevCostType / Revenue / Revenue Distributed / Clicks:

Billed Overage Rev/Clicks: Reflects billed revenue (by Date Period) per equipment for overage clicks, separated by BLK & CLR

Contract Base Contract: Reflects base rate (by Date Period) per equipment, separated by BLK & CLR

Contract Overage: Reflects overages assessed based on true period clicks produced in, separated by BLK & CLR

Example Below:

This contract bills quarterly for base and overages:

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Because the overages are over 3-month period, the eView breaks down via RevCostType of Contract Overage by [Applied Period] and by BLK & CLR.

(Screen shot below highlights there is allowance and highlights sample equipment's usage to compare against eView details.)

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Cost Application for Parts and Supplies is determined by Service Code Category:

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This eView can be used to validate reports such as ID768/Worst Performing Contracts, ID773/Worst Profitable Customers, ID758/Biggest Toner Problems.

eView is also a great tool to audit monthly for potential data entry errors.

A few examples/ideas are:

(1) Review labor hours entered on service calls

**Also consider alert to ID219/Closed Call Data Entry Issues to help catch these errors at time of call closure

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(2) Review labor entries at $0.00 cost, is tech missing burden rate in eAuto Employee Record

**Also consider alert ID63/Technicians Burden Rate is below target rate or Tech missing email 

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(3) Audit cost of items/materials used on service calls. Was the right item used? Is there an issue with costs?

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(4) Audit Sales Orders entries for quantity. Did someone enter 11 instead of 1, or 33 instead of 3?

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eView shows Item Record details (item #, description, etc.)

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(5) Are Item Records populated with needed Meter Type Category and Yield in order to ensure they are considered for your ID315/Excessive Toner Alert?

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