S/M Enhancement: New Service Gross Margin Report

Transcription

1 S/M Enhancement: Modules Affected: Service Management Versions Affected: COINS Ti 2.7 (software level 9.7c2.35TI) Documentation Updated: New fields and screens described within this CE document are included in the online help and/or appropriate Reference Manuals concurrent with the software release. This document may also contain information that is not incorporated into the documentation, such as procedures and sample reports, so you may want to keep a copy for future use. An archive of CE documents is available on COINS USA s Client Center web site at ti.com/support/releases/cedocs.php. The discussion of this new feature is divided into the sections shown below. Overview... 2 Functional Security... 2 Service Gross Margin Report... 2 Navigation... 2 Selection Screen... 2 Report Columns... 5 Sample Reports... 7 S/M Service Gross Margin Report Detail... 7 S/M Service Gross Margin Report Summary /04/08 1 Construction Industry Solutions (Shaker) Corporation

2 Overview This document describes the Service Gross Margin Report that has been added to COINS Ti Service Management. This report provides you with gross margin data for contract, contract extra, and non contract activity. Functional Security The Service Gross Margin Report must be added to COINS Ti functional security before individuals may use it. First, add the function to Functional Security as described in Appendix B of the COINS Ti Release Notes. Then follow the steps in the release notes to give specific users or groups the ability to use the new function. Service Gross Margin Report The Service Gross Margin Report allows you to provide gross margin data subtotaled by reporting groups for contract, contract extra, and non contract activity. Navigation To run the Service Gross Margin Report: 1. Select Service Management > Reports > Service Gross Margin Report from the COINS Ti tree menu. 2. Fill in the selection criteria. (Refer to the field descriptions below.) 3. Click Finish to print the report. Selection Screen Use the General tab on the selection screen to select the criteria that will be included on the report. You may print the report from this tab, or go to the Print Options tab to make more advanced selections, such as ing the report or creating a PDF. The COLD Options tab only applies to clients who use COLD to archive COINS Ti reports. Note: Information entered on this selection criteria screen is sticky, i.e., the next time you enter this screen, the data that you entered previously displays. 11/04/08 2

3 Figure 1: Selection Criteria for Service Gross Margin Report Field Definitions Starting Fiscal Period Ending Fiscal Period Enter the range of fiscal periods you wish to print on this report. These fields cannot remain blank. Sort by Indicate how you wish to sort this report: Customer Sorts by Customer, then by Site, Report Group, and Work Order. If this sort is selected along with the Detail option, it subtotals by Report Group. The Report Group subtotal does not apply if running the Summary option. Sales Rep Sorts by Sales Rep, then by Customer, Site, Report Group, and Work Order. If this sort is selected along with the Detail option, it subtotals by Report Group. The Report Group subtotal does not apply if running the Summary option. 11/04/08 3

4 Co/Div/Ctr Sorts by Co/Div/Ctr, then by Customer, Site, Report Group, and Work Order. If this sort is selected along with the Detail option, it subtotals by Report Group. The Report Group subtotal does not apply if running the Summary option. Detail or Summary Indicate whether you would like to print out the report in detail or as a summary. Detail (D) Prints out all details of the report. The individual work orders and contracts are displayed before each Report Group, with a subtotal shown for the Report Group. See S/M Service Gross Margin Report Detail on page 7 for a sample detail report. Summary (S) Shows one line per customer. See S/M Service Gross Margin Report Summary on page 8 for a sample summary report. The contract number, renewal number, RRM, and report group subtotal do not appear on this version of the report. Starting Customer Ending Customer Enter the range of customers you wish to print on this report. If you leave these fields blank, all customers are printed that satisfy the other selections. Starting Site Ending Site Enter the range of sites you wish to print on this report. If you leave these fields blank, all sites are printed that satisfy the other selections. Starting Sales Rep Ending Sales Rep Enter the range of sales reps you wish to print on this report. If you leave these fields blank, all sales reps are printed that satisfy the other selections. Contract Active Status: Active, Inactive, Both Indicate which contracts you wish to print. Both Active Inactive Both active and inactive contracts Active contracts only; this is the default. Inactive contracts only Contract Direct Status: Direct, Indirect, Both Indicate which contracts you wish to print. Both Both direct and indirect contracts 11/04/08 4

5 Direct Indirect Direct contracts only; this is the default. Indirect contracts only Work Order Direct Status Indicate which work orders you wish to print. Both Direct Indirect Both direct and indirect work orders Direct work orders only; this is the default. Since indirect work orders may have costs but no revenue (i.e., overhead activities such as training or meetings), including them on a report may distort the margin analysis. Indirect work orders only Work Order Posted Status Indicate which work orders you wish to print. Both Posted Both posted and unposted work orders Posted work orders only; this is the default. Unposted Unposted work orders only Starting Co/Div/Ctr Ending Co/Div/Ctr Specify the range of companies, divisions, and centers to include in the report. Printer Style Queue Report / Print Now Print Options Select the desired printer and output options on this screen, or click the Print Options tab to make more advanced selections, such as ing the report or creating a PDF. Report Columns The report columns on the Service Gross Margin Report are described in Table 1. Report Column Descriptions. This report fits on 8 ½ by 11 paper, landscape condensed. 11/04/08 5

6 Table 1. Report Column Descriptions Column Label Description A Customer/Customer Name Customer Number and Customer Name B Site/ Site Name Site Number and Site Name C Report Group Report Group Description D Work Order Work Order. Data and Column Label only displayed in Detail version of report. E W/O Posted Status Status of Work Order posted, unposted. F Contract Contract. Data and Column Label only displayed in Detail version of report. G Renewal Renewal. Data and Column Label only displayed in Detail version of report. H RRM RRM from either the W/O or Contract. Data and Column Label only displayed in Detail version of report. I Contract Amount Current Contract Amount based on the Ending Fiscal Period. J Budgeted Gross Margin % As calculated in Contract F/M (Contract Amount Total Cost Budget) / Contract Amount * 100 K Revenue Revenue To Date as calculated on the CSR or WSR L Costs Cost To Date as calculated on the CSR or WSR M Gross Margin Revenue Costs N Gross Margin % (Revenue Costs) / Revenue * 100 O Outstanding Commitments Work Order: Non-contract O/C, Contract: Contract O/C P EAC Gross Margin % ((EAC Revenue EAC Cost) / EAC Revenue) * 100. Outstanding Commitments are evaluated when calculating EAC Cost. Q Revenue YTD Revenue Year To Date as calculated on the CSR or WSR R Revenue QTD Revenue Quarter To Date as calculated on the CSR or WSR S Revenue MTD Revenue Month To Date as calculated on the CSR or WSR 11/04/08 6

7 Sample Reports S/M Service Gross Margin Report - Detail RUN DATE 10/20/08 13:45:08 COINS SERVICE MANAGEMENT MODULE PAGE 1 PRODUCTION TRACKING ON HOPE DEVELOPMENT SERVICE GROSS MARGIN REPORT DETAILS BY CO/DIV/CTR/CUSTOMER/SITE POSTED AND UNPOSTED WORK ORDERS FROM FISCAL PERIOD 01/31/02 THROUGH FISCAL PERIOD 12/31/02 W/O [ REVENUE ] POSTED CONTRACT BUDG GROSS OUTSTAND EAC CUSTOMER SITE REPORT GROUP W/O STATUS CONTRACT RENEW RRM AMOUNT GM% REVENUE COST MARGIN GM% COMMITMENT GM% YTD QTD MTD CO/DIV/CTR: 1/ 2/ 20 KURO 01 k888 1 S 4, , , , KURO ENTERPRISE KURO ENTERPRISE k888 2 S 4, , , ,000 1,000 0 REPORT GROUP TOTALS 8, , , ,000 1, SITE TOTALS 8, , , ,000 1,000 0 KURO CUSTOMER TOTALS 8, , , ,000 1, , , , ,000 1,000 0 CO/DIV/CTR: 1/ 10/ 20 CO/DIV/CTR TOTALS 8, , , ,000 1, , , , ,000 1,000 0 KURO 01 Z300 2 s 1, KURO ENTERPRISE KURO ENTERPRISES REPORT GROUP TOTALS 1, SITE TOTALS 1, KURO CUSTOMER TOTALS 1, , CO/DIV/CTR TOTALS 1, , REPORT TOTALS 9, , , ,450 1, , , , ,450 1, /04/08 7

8 S/M Service Gross Margin Report - Summary RUN DATE 10/20/08 13:41:13 COINS SERVICE MANAGEMENT MODULE PAGE 1 PRODUCTION TRACKING ON HOPE DEVELOPMENT SERVICE GROSS MARGIN REPORT SUMMARY BY CO/DIV/CTR/CUSTOMER/SITE POSTED AND UNPOSTED WORK ORDERS FROM FISCAL PERIOD 01/31/02 THROUGH FISCAL PERIOD 12/31/02 W/O [ REVENUE ] POSTED CONTRACT BUDG GROSS OUTSTAND EAC CUSTOMER SITE REPORT GROUP W/O STATUS CONTRACT RENEW RRM AMOUNT GM% REVENUE COST MARGIN GM% COMMITMENT GM% YTD QTD MTD CO/DIV/CTR: 1/ 2/ 20 KURO 01 8, , , ,000 1,000 0 KURO ENTERPRISE KURO ENTERPRISES 01 SITE TOTALS 8, , , ,000 1,000 0 KURO CUSTOMER TOTALS 8, , , ,000 1, , , , ,000 1,000 0 CO/DIV/CTR: 1/ 10/ 20 CO/DIV/CTR TOTALS 8, , , ,000 1, , , , ,000 1,000 0 KURO 01 1, KURO ENTERPRISE KURO ENTERPRISES 01 SITE TOTALS 1, KURO CUSTOMER TOTALS 1, , CO/DIV/CTR TOTALS 1, , REPORT TOTALS 9, , , ,450 1, , , , ,450 1, /04/08 8