Customer Profitability

The Customer Profitability report (CZ: Customer Profitability) has been added to the OC – bude slúžiť na rýchle zstenie zístenie zákazníka (na komplexnejší reporting bude slúžiť zrejme Power BI alenebo iný reportovací nástroj).

It is mainly used for contracts with services, but it can be used for contracts without services.

Report bude môcť user spustiť manuálne:

A new option Customer Profitability has been added to the OneCore-Financing Role Center (all products), to the Reports menu, as the last option in the sequence.

When the option is pressed, the system opens the Customer Profitability dialogbox:

• No. (No.)

  •  Empty by default

  •  Lookup to API Financing Contract Header (4026397), API Financing Contract Header (4026397) will open

  •  If the user nechte prázdne, do filtra vchádzajú všechny smlouvy

  •  If the user adds, do filtra bude vchádzať iba tá smlouva, which tu je zadaná

• Customer No.

  • Empty by default

  • Lookup to Customer (18), opens Customer Lookup (33, List)

  • If user nechte prázdne, do filtra vchádzajú všechny zákazníci

  • If user doplní, do filtra bude vchádzať iba ten zákazník, ktorý je tu zadaný

• Detailed Contract Status

  • Empty by default

  • Lookup do API Detail Contract Status (4026439), opens Detail Contract Statuses (4026439, List)

  • If the user nechte prázdne, do filtra vchádzajú všechny smlouvy

  • If user doplní, do filtra bude vchádzať iba smlouvy s daným detail.stavom 

Zo zostavy budú vylúčené smlouvy s:

• Change Copy=Y

• Calculation Variant=Y

 Obsah zostavy (Report Content)

Po stlačení button systém vytvorí zostavu (word, pdf, xls), ktorá bude obsahovať nasledovné polia:

• Title:

  • Customer Profitability (CZ: Profitabilita Zákazníka)

  • Customer No.: Customer No.

  • Customer Name (CZ: Customer Name): Customer Name

  • Creation DateTime: The date and time of creation

  • Created By: ID of the user who ran the report

  • Created By Name (CZ: Tvoro jmeno): the name of the user who created the report (from User Setup)

Zostava bude obsahovať nasledovné polia (stlpce):

• Contract No. (CZ: Contract No.)

• Handover Date

• Expected Handover Date

• Licence Plate No. (CZ: Registration Number)

• Object Name

• Interest Margin

  • Displays the value of the equalized field from the financing contract

• Maintenance Margin

  • The system finds in the API Contract Service (4026681):

    • Services with Service Kind=Maintenance

    • In Status=Preparation|Active|Terminated

  •  Maintenance Margin = súčet worthnôt Margin Total (85)

• Tyres Margin

  • The system finds in the API Contract Service (4026681):

    • Services with Service Kind=Tire Service

    • In Status=Preparation|Active|Terminated

  •  Tyres Margin = súčet hodnotnôt Margin Total (85)

  •  Note: The set of services thus obtained will include all tire services contracts (tires, rims, tire changes, storage, accessories)

• Other Services Margin

  • The system finds in the API Contract Service (4026681):

    • Services with Service Kind=Fee/Service|Replacement Car|Highway Ticket|Fuel Card (i.e. services with the exception of Maintenance, Tire Service and Road Tax)

    • In Status=Preparation|Active|Terminated

  •  Other Services Margin = súčet hodnôt Margin Total (85)

• Property Ins.Margin

  •  The system finds insurance contracts:

    • Product Base Type=Property

    • Status=Preparation|Active|Closed, i.e. it will not take into account insurers in the Unrealised, Canceled state

  • Property Ins.Margin = account of Insurance Margin fields from insurance contracts found in this way

• Liability Ins.Margin

  • The system finds insurance contracts:

    • Product Base Type=Liability

    • Status=Preparation|Active|Closed, i.e. it will not take into account insurers in the Unrealised, Canceled state

  • Liability Ins.Margin = account of Insurance Margin fields from insurance contracts found in this way

• Other Ins.Margin

  • The system finds insurance contracts:

    • Product Base Type=Supplementary

    • Status=Preparation|Active|Closed, i.e. it will not take into account insurers in the Unrealised, Canceled state

  • Other Ins.Margin = account of Insurance Margin fields from insurance contracts found in this way

• Contract Margin

  •  Interest Margin+Maintenance Margin+Tires Margin+Other Services Margin+Property Ins.Margin+Liability Ins.Margin+Other Ins.Margin

The output is a report in pdf or xls.