Job Cost Margin The Job Cost Margin report was developed to produce “written” sales information by Salesperson and by Branch. Material does not need to be assigned in a Job in order for costs to appear— material costs come from the system catalog. For each Salesperson, the report lists each job and shows the total of all material, labor, and special charge costs on those jobs, as well as the total sale, profit and margin figures for those jobs. (Please Note: The cost, profit, and margin figures on this report do not reflect the salesperson’s commission amount.) It also gives a Job Type total for each Salesperson followed by grand total figures on cost, sale, profit and margin. At the end of each Branch section, the report calculates Job Type totals for all Salespeople and then a grand total of all sales for the Branch. The end of the report calculates Job Type totals for the company, followed by a grand total of all sales for the entire company. One of the reasons it can be considered a “written” report is because the User can customize the report to show all Jobs entered in the system for the day, for the week, for the month, etc. It will also include Jobs that have been closed, which means that Over the Counter Sales jobs will be reflected in the report without the User having to open those jobs after invoicing—as with the Open Order Report. This also means that any Jobs that have been canceled in the system will reflect values on this report unless all of the order lines on those jobs have been deleted. The data on this report can also be exported to Excel.
When you enter this report module, the system will place the cursor in the following Select/Option menu:
Through this Select Option menu, you have the ability to customize the Job Cost Margin report. If you do not wish to customize the report, you can simply arrow down to the Print option and hit enter. You can set one or more of these options at your discretion. The Branch option will allow you to print the report for only one Branch or for a range of Branches. The Job Type option will allow you to print the report for only one Job Type or for a range of Job Types. The Install Date option will allow you to see Jobs based on a single Install Date or for a longer period. The Open Date option will allow you to set the Beginning and Ending order dates of the Open Jobs you want to include on the report—this is the option to use for a “Written” report for the day. The Close Date option will allow you to set the Beginning and Ending order dates of the Closed Jobs you want to include on the report. The Invoice Date option will allow you to select a list of Jobs by the date of the Invoice, rather than the date the Job was opened or installed. The Salesperson option will allow you to print the report for only one Salesperson or for a range of Salespersons. The Customer option will allow you to print the report for only one Customer or for a range of Customers.
When you have programmed your options, arrow down to the Print option and hit enter. The system will prompt the following: Do You Want To Print Open And Closed Jobs? (Y,N) N. If you want to include closed Jobs on the report, change the default to “Y” for yes. The system will then prompt the following: Do You Want To Print (D)etail Lines, Or The (S)ummary Section Only?: D. If you only wish to see a summary of all Job Types for each Salesperson selected, type an “S” at this prompt; otherwise, hit enter to see the detail. If you select Detail, the system will prompt the following: Do You Want to Only Print Jobs below a set gross margin (Y,N): N. The default is set to “N” for no, so if you don’t wish to use this feature, simply hit enter. However, if you would like to see all Jobs (based on your previously selected sort criteria) below a certain gross profit percentage, type a “Y” for yes at this prompt. The system will then prompt the following: Set Gross Margin. At this prompt you will type in a whole number such as “30” for 30%. The report will then sort through and only print Jobs with a profit margin percentage below that number. Please Note: Credit Memos will be included in this sort as they appear as negative profit margins on the report. Also, if you have enabled Region Reporting in the Company Control 2 level screen of the System Control Maintenance module, you will have the option to sort the report by Region. In the Select Option menu, there will be an option titled Region. If you select this option, the system will prompt the following: Enter Beg. Region (F1) = All. At this prompt you can type in a beginning Region ID or hit the F1 key to include all Regions. If you type in a Region ID, the system will then prompt the following: Enter End Region. If you wish to print for only one Region, type in the same ID as in the above field; if you wish to print for a range of Regions, type in the ending Region ID in this field and then continue with printing the report.