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- For contract information to appear on the report, the Call Types MC and/or MCC must be selected.
- The data shown for the contract is based on the date range specified.
- Because no invoice is tied to profitability, the Invoice information will show the contract number to sort the remaining information appropriately.
- The Cost displays all the cost transactions posted during the date range specified. The roll-up will be the total of those transactions. Transactions which are billable only will not be included, for example, calculated trip charges based on extended pricing, as the report is based on recognized revenue. Purchase orders are displayed.
- The Sales/Revenue will display all the revenue recognition journals posted during the date range. The Revenue total should be the total recognized for the contract during that date range.
To print the report:
- Access the Profit by Customer report from the Report Manager.
- Enter the following parameters for the report, as needed:
- Start/End Dates: Specify the date range for the invoices to be included. The general ledger post date for the cost transactions may fall outside the specified date range but are shown to display the amounts that comprise the invoice amounts.
- Sort by: Choose to sort by customer name or ID.
- Customer From/To: Choose the range of customer by ID or name, depending on Sort by selection.
Call Type: Choose the call type(s) to include in the report.
Note If the call type was changed at some point during the service call, only the current call type information will display. Historical information from previous call types will not display.
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