Viewing Service Statistics
Dynamics NAV can provide some statistics that you can use to analyse service documents and determine how well you are managing your service processes. You can analyse service contracts, items, quotes, orders, invoices, and CR/Adj notes by choosing the Statistics action. For service items and contracts, you can also use the Service Item Trendscape or Contract Trendscape to view a summary of service ledger entries for a specific service item.
Viewing Statistics for Service Orders
The service order statistics feature gives you a quick overview of the contents of the entire service order, the details on the specific service lines, and information related to invoicing, shipping and consuming, and the customer's balance.
The statistical data is displayed for a service order in the Service Order Statistics window for the relevant order. You can open the relevant statistics window from a service order. In the Service Orders window, choose Statistics. The FastTabs in this window show information such as quantity, amount, GST, cost, profit, and customer credit limit. The amounts in the window are in the currency of the service order, unless otherwise indicated.
View totals for a service order
You can view the total amount on the service lines, including and excluding GST, GST part, cost, and profit on the service lines. The window also displays item-specific information, such as weight, volume, and the quantity of parcels.
View shipping information
You can see information about the items, resources, or costs to be shipped. To provide the information, the values specified in the Qty. to Ship field are used on each service line in the order.
View order details
You can view information about the items, resource hours, and costs to be invoiced and consumed. The following table describes this information.
| Column | Description |
|---|---|
| Invoicing | Displays amounts that are to be posted as invoiced from the service order. |
| Consuming | Displays the quantity and cost of items, or resources that will be posted as consumed. |
| Total | Displays the total amounts on the service order that result from adding the invoicing amounts to the consuming amounts. |
Analyse service order lines
You can analyse the information by the types of service lines included in the service order. The amounts are shown separately for:
- Items
- Resources
- Costs and general ledger accounts
View customer information
See the balance on the customer's account, in addition to the maximum credit that can be endued to the customer who you created the service document for.
Viewing Service Item Statistics
In the Service Item Statistics window, you can see up-to-date information about a service item based the following service ledger entry types:
- Resources
- Items
- Service cost
- Service contracts
- Total
For each entry type, you can see the invoiced amount, usage (amount), cost amount, quantity, quantity invoiced and quantity consumed, profit amount and profit percentage. The profit percentage is calculated according to the following formula:
- (Invoiced Amount - Usage (Cost)) x 100 / Invoiced Amount
Using Trendscapes
For service items and service contracts, the Service Item Trendscape or Service Contract Trendscape windows provides a scrollable summary of service ledger entries in a period of time for a specific service item or contract. To view the trendscape, open the service item or service contract, choose the Statistics action, and then choose Trendscape.
When you scroll the list, the amounts are calculated in the local currency according to the specified time interval. All amounts are calculated from service ledger entries, which are entries that are created when you post service orders or service invoices.
You can filter the list by specifing the service items to include.
Tip
If you have set the time interval to Day and you want to scroll over a long period, you can do it faster by shifting to a larger interval such as Quarter. When you have found the desired period, you can shift back to the original interval to see the data in more detail.
Viewing Gains and Losses on Contracts
A contract gain or loss entry is generated when a contract quote is converted to a service contract, when contract lines are added or removed from a service contract, or when a contract is cancelled. You can view contract gains or losses on the following pages.
| Page | Description |
|---|---|
| Contract Gain/Loss (Contracts) | To view the contract gain/loss by service contract. |
| Contract Gain/Loss (Groups) | To view the contract gain/loss by service contract group. |
| Contract Gain/Loss (Customers) | To view the contract gain/loss by customer. |
| Contract Gain/Loss (Reasons) | To view the contract gain/loss by reason code. |
| Contract Gain/Loss (Resp.Ctr) | To view the contract gain/loss by responsibility centre. |
- Choose the
icon, enter the name of the page to display, and then choose the related link. - Fill in the filter criteria you want to apply. For example, in the Contract Gain/Loss (Reasons) window, choose a value for Reason Code Filter.
- Choose the Show Matrix action.
Viewing Statistics for Posted Service Documents
The service statistics feature lets you gain a statistical overview of the contents of posted service documents, such as a posted shipment, posted invoice, and posted CR/Adj Note.
The statistical information is displayed in the statistics window for the corresponding posted service document. You can open the relevant statistics window from posted service shipment, posted service invoice, or posted service CR/Adj Note documents. For each of these document types, on the Home tab, in the Process group, choose Statistics. For example, from the Posted Service Invoices window, on the Home tab, in the Process group, choose Statistics.
Posted Service Shipment Statistics
The Service Shipment Statistics window provides an overview of a posted service shipment. This includes information about the physical contents of the shipment, such as quantity of the shipped items, resource hours or costs, and weight and volume of the shipped items.
Posted Service Invoice Statistics
You can see a statistical summary on a posted service invoice in the Service Invoice Statistics window. You can view the totals of the posted service invoice. The data includes total amount on the service lines (including and excluding GST) that has been posted as invoiced, GST part, cost, and profit on the posted invoice. The window also displays information about the following:
- The items on the service invoice lines, such as weight, volume, and the quantity of parcels.
- The balance on the customer's account, and the maximum credit that you can extend the customer.
Posted Service CR/Adj Note Statistics
You can use the Service CR/Adj Note Statistics window to get a statistical overview of the lines in a posted service CR/Adj Note. The overview can include:
- The total amounts on the posted CR/Adj note, displayed as quantity, amount, GST, cost and profit. There is also information about the items on the service lines of the posted CR/Adj note, such as quantity, weight, and volume.
- General information about the customer, such as the customer's credit limit and balance on the account.
See Also
How to: Create Service Orders
How to: Create Service Items
Planning Service