Margin control in Field Service and Depot Repair

To avoid confusion about what is calculated in the Service Order Online Margin Control (tssoc4500m000) session, these field labels have changed:

  • Estimated Margin has changed to Actual Margin (Before Coverage)
  • Actual Margin has changed to Actual Margin (After Coverage)

The margin percentage is calculated with this formula:

((Actual Total Sales Amount – Actual Total Cost Amount) / margin base amount) * 100.

The margin base is specified in the Service Order Parameters (tssoc0100m000) session.

If the margin base is the sales amount, the actual total sales amount is 100 EUR, and the actual total cost amount is 80 EUR, the margin percentage before coverage is ((100 – 80) / 100) * 100 = 20 percent.

If 20 EUR is given as discount on the 100 EUR sales, the margin percentage after coverage is (80 – 80) / 80 * 100 = 0 percent.

To also incorporate and calculate the estimated data, the Estimated Margin (Before Coverage) and Estimated Margin (After Coverage) fields have been added to the Service Order Online Margin Control (tssoc4500m000) session.

Note: If the Use Coverage Calculation for Estimates check box is cleared in the Service Order Parameters (tssoc0100m000) session, the estimated margin before and after coverage are always the same.