icon, enter the name of the page to display, and then choose the related link. Dynamics NAV can provide some statistics that you can use to analyze service documents and determine how well you are managing your service processes. You can analyze service contracts, items, quotes, orders, invoices, and credit memos 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.
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, VAT, cost, profit, and customer credit limit. The amounts in the window are in the currency of the service order, unless otherwise indicated.
You can view the total amount on the service lines, including and excluding VAT, VAT part, cost, and profit on the service lines. The window also displays item-specific information, such as weight, volume, and the quantity of parcels.
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.
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. |
You can analyze the information by the types of service lines included in the service order. The amounts are shown separately for:
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.
In the Service Item Statistics window, you can see up-to-date information about a service item based the following service ledger entry types:
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:
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.
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.
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 canceled. 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 center. |
icon, enter the name of the page to display, and then choose the related link. 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 credit memo.
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 credit memo 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.
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.
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 VAT) that has been posted as invoiced, VAT part, cost, and profit on the posted invoice. The window also displays information about the following:
You can use the Service Credit Memo Statistics window to get a statistical overview of the lines in a posted service credit memo. The overview can include:
How to: Create Service Orders
How to: Create Service Items
Planning Service
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