Program Description
This program can be found on the Billing Reports Sales Reports II menu (BI-4-8-1). The purpose of this report is to show total revenue, cost, and gross profit for the categories of Hardware, Rentals, Service, Supply, and Miscellaneous. Categories is defined in the Product Class (PFD) data file. The report calculates revenue and cost from the Sales History (SHHIST.DT) data file. The Service History file (DISP.DT) is also accessed. All invoices, credits, voids, chargeable and no charge service tickets with parts are included. All service calls within the designated time period have the mechanical time (labor cost) and travel time multiplied by the defined burden rate. The travel miles are also multiplied by the defined mileage rate. The results are added into the service cost category as a cost. The report can print for one date range or two different date ranges (i.e., the last quarter or the last quarter and the corresponding quarter from the previous year). Categories can be sorted six different ways:
Sales History Sales Rep
Customer File Sales Rep
Ship-to Customer Number
Bill-to Customer Number
Buying Group Number
Branch Number
Within each sort, the population of sales history records can be selected by a range of sales reps from the Sales History file (SHHIST.DT), Sales Reps from the ship-to Customer file (CUSTD), Ship-to Customer Numbers, Bill-to Customer Numbers, Customer File Buying Group Number, and Branch Number. When calculating the mechanical time from service history, non-product time performed during the time frame of the service call can be excluded.
The fastest way to run the report is to select a range of ship-to customer numbers. This isolates the search through the Sales History (SHHIST.DT) and Service History (SAHIST.DT) files to one customer. Any other method requires the program to search through the entire Sales History file and Service History file.
The report can be printed in detail or summary:
The detail version provides every service call and sales history record.
The summary version prints one page per main sort (i.e., if sorting by ship-to customer number, one page per customer prints). A report total is printed if there is more than one main sort printed (i.e., if sorting by ship-to customer number and printing multiple customers, a report total prints). If there is only one customer included, no report total is included.
The program checks the Product Class types to determine the category in which to assign the revenue and cost. Records assigned to these product classes are then pulled from the Sales History File and included as revenue and costs on the report. Remember that Sales History is not updated until the End Of Day Processing is completed.
A new field has been added to the Product Class File called Product Class Type. Product Class File Maintenance is found on the Billing File Maintenance Set Up menu, 3-1-7. The new field is field 3 in Product Class File Maintenance. The product class types must be set up in Product Class File Maintenance for the report to be operational. The Product Class Types consists of 1 = Hardware, 2 = Rental, 3 = Service, 4 = Supply, and 5 = Miscellaneous. If a product class should not be included in the report, set the Product Class Type to 0. After set up, the Product Class Listing can be printed to check the input.
Input Screen 1:
Input screen 2:
Rev 13 Changes
An additional prompt has been added to the second input screen:
R'ental, M'aintenance, L'ease Or A'll Contracts
When the report searches the Sales History (SHHIST.DT) data file, it will validate that the contract number in which the transaction was linked is the correct contract type. The Contract Header file (CNHDR.DT) is also searched to check the contract type. If A for all is entered, all sales history records will be included, even if they are not linked to a contract.
Results
