FSM Profitability Report Data and Calculations
Field Service Management (FSM) profitability shortcuts open an entity report for customers and projects or a separate asset report. The supplied reports differ in scope, financial data, and calculations.
For shortcut behavior, prerequisites, configuration, and limitations, see FSM Profitability Reporting.
Customer and Project Report
The supplied entity report shows transaction detail grouped by Customer:Job, with Cost, Revenue, and Total Profit columns. Customer:Job identifies the customer or project represented in the report. Customer Profitability Detail Report provides these financial values. The FSM button does not calculate these values from task durations, time-entry cost fields, or billable boxes.
The supplied report includes a criterion that requires a value in Field Service Project Type (custentity_nx_project_type). A project without this value is outside the supplied report's scope. The customer shortcut uses the Customer hierarchy criterion, whereas the project shortcut selects the named project. The customer report can therefore cover qualifying projects under the customer. The project shortcut does not request the customer's entire project hierarchy.
Asset Report
The supplied asset report uses an income-statement layout. The supplied FSM Asset Statement Layout(US) groups financial detail by account and shows an Amount column. Transaction details include the date, type, document number, and name.
Its asset criterion uses the transaction-line Field Service Asset (trans) reference (custcol_nx_asset). Associating an asset with a customer or project does not replace that transaction-line reference for this report.
The supplied US layout separates Income, Cost Of Sales, Expense, Other Income, and Other Expense. The following table describes the calculated rows in the supplied US layout.
|
Calculated Row |
US Layout Calculation |
|---|---|
|
Gross Profit |
Income minus Cost Of Sales. |
|
Net Ordinary Income |
Gross Profit minus Expense. |
|
Net Other Income |
Other Income minus Other Expense. |
|
Net Income |
Net Ordinary Income plus Net Other Income. |
These calculations describe the supplied US layout. A different layout or report can have different calculations and cost coverage.