Product Revenue Report
Reports Menu -> Revenue ->
Product Revenue Report
Reports Menu -> Automatic
Reporting -> Function RSSH07 -> runs Product
Revenue Report
This report lists revenue generated by a product, class, group,
or report set selection. Costs, margins, with invoice and date
details can be produced.
Select All or specify a single division or selection of divisions,
and select your date range.
The report can then be printed for Rentals, Sales or both Rentals
and Sales.
A cut-off dollar amount or a cut-off number of products can be
entered, and then all products either above or below this cut-off
mark can be selected.
The Product Revenue Report can be setup to be run
automatically with the results emailed to staff, by setting up
RSSH07 with the relevant filters and email addresses in the
Automatic Reporting.
Currency Exchange Impact On Revenue In Sales History:
If the exchange posting processing has been activated in Support Application Parameters, the Revenue values
on the report have been converted to your currency by the currency
exchange percent in Currency Codes.
The prompts are:
-
- DIVISION, "ALL" OR "SEL"
-
- Type ALL to include all divisions in the report.
- To print the report for a single division, leave this field
blank for the Head Office Division, or enter a specific division
code, or select a division from the drop-down list.
- Type SEL to include multiple divisions or select divisions by
accounting region, as outlined in Division
Select By Region.
Note: Though the division selection in the drop-down list
displays only divisions according to the Divisional Restricted Views assigned to the
operator, the report is not limited by Divisional Restricted Views , and another division
can be entered.
FROM DATE
- Accept the first day of the current month or type in the
beginning date.
- TO DATE
- Accept the last day of the current month or type in the ending
date.
REPORTING SET, "ALL" OR "SEL"
- Leave this field blank to skip the Set selection field,
in order to use one of the Product, Product Class, or Group
selection options instead.
To utilize the Set selection option choose one of the
following:
- Type ALL to include all Sets as setup in Reporting Sets in the report.
- Enter a single specific Set code for the report, or select one
from the Reporting Set Search
window.
- Type SEL to select a range of Sets or to select Sets by Owner
to include in the report, as outlined in Select Reporting Sets.
If a set selection was made, the Product, Product Class, and
Group selection options are skipped.
PRODUCT NUMBER, "ALL" OR "SEL"
- Leave this field blank to skip the Product selection
field, in order to use one of the Product Class, or Group selection
options instead.
To utilize the Product selection option and to sort and total
the report by product, choose one of the following:
- Type ALL to include all products in the report.
- To generate the report for a single product, enter the product
number or select it from the Inventory
Search window.
- Type SEL to select a range of products to include in the report
as outlined in Select Products.
If a product selection was made, the Product Class, and Group
selection options are skipped.
PRODUCT CLASS, "ALL" OR "SEL"
- Leave this field blank to skip the Product Class
selection field, in order to use the Group selection option
instead.
To utilize the Product Class selection option and to sort and
total the report by class, choose one of the following:
- Type ALL to include all classes in the report.
- To generate the report for a single Product Class, enter the
class or select it from the Product Class
Search window.
- Type SEL to select a range of Product Classes to include in the
report as outlined in Select Product
Classes.
If a class selection was made, the Group selection option is
skipped.
PRODUCT GROUP, "ALL" OR "SEL"
- To utilize the Product Group selection option and to sort and
total the report by group, choose one of the following:
- Type ALL to include all groups in the report.
- To generate the report for a single Product Group, enter the
group or select it from the Group Search
window.
- Type SEL to select a range of Product Groups to include in the
report, as outlined in Select Groups.
One of Report Set, Product Number, Product Class, or Product
Group options must be selected.
The sorting of the report is based on the selection method
used.
VENDOR, "ALL" OR "SEL"
- Select one of the following vendor selection filters:
- Enter All to include all eligible Vendors in the report.
- Enter the specific Vendor number or select one from the
Vendor Search window.
- Type SEL to select multiple Vendors to include in the output as
outlined in Selected Vendors.
PRODUCTS TO INCLUDE
- This field is disabled if Reporting Sets are being
used.
Select one of the following product options:
- Select Rentals to include rentals and sales of Rental
equipment only in the report.
- Select Sales to include only Sales parts in the
report.
- Select Both to include revenue from rental equipment and
sales parts in the report.
CUT-OFF OPTIONS
- Select one of the following report cut-off options:
- Select Top to print only products above the cut-off
point defined for the report.
This Top selection generates a detail report by product for the
selection, listing products in order of the greatest revenue.
-
Select Bottom to print only products below the cut-off
point defined.
This Bottom selection generates a detail report by product for the
selection, listing products in order of the least revenue.
-
Select No Cut-Off to include revenue from all products in
the selection range.
Detail or Summary can be printed, listing products in product
number order.
The two Cut-Off fields do not apply.
- CUT-OFF NUMBER OF PRODUCTS
- This field is enabled if either Top or Bottom was selected for
the cut-off.
Enter the number of products to be included in the report as of
the cut-off point, or leave this field blank to select a Cut-Off
Dollar Value instead.
CUT-OFF DOLLAR VALUE
- If a Cut-Off Number of Products was entered in the
previous field, this field will be skipped.
If the Cut-Off Number of Products field has been left blank, enter
a Cut-Off Dollar Value to be used for the report selection.
SORT BY DIVISION
- Uncheck this box to print the division on the report, but not
to sort the products by divisions.
The product sort order is based on the Cut-Off Option.
Check this box to sort the products based on the Cut-Off
Option, within each division.
INCLUDE REPAIR TRXS
- Uncheck this box to print the detailed report excluding parts
that were used on internal repair transactions.
Check this box to print the detailed report including any parts
used in internal repairs, even though usually unless used under
warranty, there is no revenue generated. This is not available in
summary.
REPORT TYPE
- Select one of the following reporting types:
- Select Summary to print the summarized report sorted
according to the selection criteria with revenue for Rentals,
Sales, and Totals.
-
Select Detail to generate the detailed report listing
each product detail within the Set, Class, Group, or Product
selection.
If a Product selection or a Cut-Off Option was
selected the report will always print in detail.
- PRINT INVOICE DETAIL
- This field is enabled for the Detailed report.
Check this box to list the invoices for the selected product
range, with the invoice date, division, customer #, name, quantity,
revenue, cost, and margin.
The 'Owning Division' from the tag is also included in the
spreadsheet output for non-bulk and for bulk rentals allowed only a
single tag.
The 'Serial Number' is included on the spreadsheet output for
Serialized Sales Parts sold on the invoice, but "MULTIPLE" is
printed in place of the serial number if the same sales product is
on the same invoice multiple times with different serial numbers
and the amount-match cannot be determined.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- A printer can be confirmed or re-selected from the Printer
option located on the menu bar at the top of the screen.
Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Topic Keyword: RSSH07