Determining if a Contract is Profitable

To determine if a contract is profitable, use the Contract Profit Analysis Report.

This report shows the total amount invoiced for a contract minus the amount of cost incurred by servicing the customer. You can cross-reference an SRO to a contract number on the Service Order Lines form to perform this analysis. Only service order lines with the contract number populated are included in the costs calculation of the contract.

  1. Open the Contract Profit Analysis Report.
  2. Specify the information to include in the report:
    • The range of contracts
    • The range of customers
    • The range of invoice dates
  3. To include the details of the associated SRO in the report, select Show SRO Detail.
  4. To preview the results before printing, click Preview.
  5. To print the report, click Print.
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