Service Statistics Window
Contains an overview of the contents of the entire service document (quote, invoice, or credit memo), details about the specific service lines, and details about the items in the service document. You can also use the Service Statistics window to see which amounts will be posted.
The window consists of two parts, the header and the lines. The header includes three FastTabs: General, Service Line, and Customer. These FastTabs show information such as quantity, amount, VAT, cost, profit and customer credit limit. The amounts in the window are in the currency of the service document unless otherwise indicated.
Most fields recur on the General and Service Line FastTabs, but the field contents vary for each FastTab:
The General FastTab displays information about the entire service document. To provide the information, the program uses the values specified in the Quantity field on each of the service lines in the document.
The Service Line FastTab displays information about all kinds of service lines in the relevant service document. Therefore, the amounts are shown separately for items, resources, costs and G/L accounts.
The fields on the General and Service Line FastTabs show the following information for the relevant quantities and amounts:
Amount Excl. VAT or Amount Incl. VAT |
This field shows the net amount of all the lines in the service document. This amount may or may not include VAT, depending on the value in the Prices Including VAT field on the header of the service document. The amount does not include any invoice discount but does include line discounts. |
Inv. Discount Amount |
This field shows the invoice discount amount for the entire service document. If there is a check mark in the Calc. Inv. Discount field in the Sales & Receivables Setup window, the discount has been calculated automatically. Otherwise, it is calculated when you click Actions, point to Functions, and then click Calculate Invoice Discount. |
Total Excl. VAT |
This field shows the total amount less any invoice discount amount for the service document. The value does not include VAT. |
% VAT or VAT Amount |
This field shows the total VAT amount that has been calculated for all the lines in the service document. |
Total Incl. VAT |
This field shows the total amount on the service document, including VAT. This is the amount that will be posted to the customer's account for all the lines in the service document. |
Sales (LCY) |
This field shows the amount in the Total field above, converted to LCY. |
Original Cost (LCY) |
This field shows the total cost (in LCY) of the G/L account entries, costs, items and/or resource hours on the service document. The cost is calculated as a product of unit cost multiplied by quantity of the relevant items, resources and/or costs. |
Adjusted Cost (LCY) |
This field shows the total cost, in LCY, of the items in the service document, adjusted for any changes in the original costs of these items. If the value in this field equals to zero, it means that there were no value entries to calculate, possibly because of data compression or because the adjustment batch job (Adjust Cost - Item Entries) has not yet been run. |
Cost Adjmt. Amount (LCY) |
This field shows the difference between the original cost and the total adjusted cost of the items in the service document. If this field contains a value of zero, it means one of the following: either the original cost and adjusted cost are the same, or there were no entries to calculate, possibly because of data compression. |
Original Profit (LCY) |
This field shows the amount of original profit for the service document (in LCY). The program calculates the amount as the difference between the values in the Amount Excl. VAT (Incl. VAT) and the Original Cost (LCY) fields. |
Adjusted Profit (LCY) |
This field shows the amount of profit for the service document, in LCY, adjusted for any changes in the original item costs. The program calculates the amount as the difference between the values in the Amount Excl. VAT (Incl. VAT) and Adjusted Cost (LCY) fields. If this field contains a value of zero, it means that there were no entries to calculate, possibly because of data compression. |
Original Profit % |
This field shows the amount of the original profit on the service document, expressed as percentage of the amount in the Amount field. |
Adjusted Profit % |
This field shows the amount of the adjusted profit on the service document, expressed as percentage of the amount in the Amount field. |
Quantity |
This field shows the quantity of all G/L account entries, costs, items and/or resource hours in the service document. If a rounded amount results because the Invoice Rounding check box in the Sales & Receivables Setup window was selected, the Quantity field will contain the quantity of items, resource hours, costs and/or G/L account entries in the service document plus one. |
Parcels |
This field shows the quantity of parcels of the items specified on the service lines in the document. |
Net Weight |
This field shows the net weight of the items specified on the service lines in the document. |
Gross Weight |
This field shows the gross weight of the items on the service lines in the document. |
Volume |
This field shows the volume of the items on the service lines in the document. |
The amount in the Total Incl. VAT field is rounded according to the contents of the Invoice Rounding Precision field in the Currency table for the relevant currency. The values in the Amount Excl. VAT (Incl. VAT), Cost (LCY) and Profit (LCY) fields are rounded according to the contents of the Amount Rounding Precision field in the Currency table.
The fields on the Customer FastTab display the following information:
Balance (LCY) |
This field shows the balance on the customer's account. |
Credit Limit (LCY) |
There are two fields that show information about the customer's credit limit. The first field shows, as an amount, the maximum credit that can be extended to the customer for which you created the service document. The second field represents a progress bar showing the percentage of the credit limit that the customer has used. |
The lines at the lower part of the Service Statistics window provide a VAT % breakdown of the amounts in the service document.
Tip
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See Also
Reference
Service Header
Service Ledger Entry