Current Fiscal YTD - Total/Customer Profitability
Topics on this page are:
Current Fiscal YTD - Total screen
The Current Fiscal YTD - Total screen allows you to view the selected customer's current fiscal year to date total.
To open the Current Fiscal YTD - Total screen, navigate to theSales Support Portal screen, locate either the click the Top 10 Profitable Fiscal YTD or 10 Least Profitable Fiscal YTD fields and click the View Detail icon.
The fields on the Customer Fiscal YTD - Total screen are:
| Field | Description |
|---|---|
| Customer Name | The name of the customer whose current fiscal year to date total you are viewing. |
| Sales | The amount of sales for the customer. |
| Cost | The net cost of the customer's profit. |
| Margin $ | The current margin value of the customer's profitability or current fiscal YTD total. |
| Margin % | The margin percentage value of the customer's profitability or current fiscal YTD total. |
Click on a Customer Name to open the Customer Profile screen revealing further information on the selected customer.
To complete your work on the Current Fiscal YTD - Total screen, click Back.
Customer Profitability screen
The Customer Profitability screens allows you to view customers profitability.
To open the Customer Profitability screen, navigate to Management Central > CRM > Profitability.
Topics in this section are:
Margin Calculations
Margins for Customer Profitability are calculated as:
| Field | Description | Database Calculation |
|---|---|---|
| Sales Account | relevant accounts | Select equipment billing details where billing code (BDBC) is "I" or "T", the application type (BDCGT) is "S" and the description (BDDES) is not "COST OF SALES". |
| Sales |
If price (BDPRC) is less than zero then "Sales" is the price plus the over allowance amount (CBOVA), otherwise it is the price minus the over allowance amount (CBOVA). |
|
| Automatic Costing | check if automatic costing was done on the invoice by reading invoice billing details |
If item number (BDIN) matches the stock number, and the description (BDDES) is "COST OF SALES" or position 18-20 of description is "COS", then automatic costing was done. The automatic costing amount is decreased by the price (BDPRC * -1). |
| If automatic costing was done |
"Cost" is the automatic costing amount. |
|
| If automatic costing was not done |
"Cost" is the original cost plus the adjusted cost: CBOCS + CBACS If price (BDPRC) is less than zero then "Cost" is negated. |
|
| After Sales | If the customer invoice date (CBDCI) equals the billing date (BDBDT), check for after sales |
Select equipment history where the application type (CHCGT) is "H", the customer name (CHNME) is not "COST OF SALES" and position 18-20 of customer name is not "COS". Check if the G/L account (CHACC + CHCC) is in the "MARGIN" table for the company, division and status is not "D". If the account is found, "Cost" is increased by the invoice amount (CHAMT). |
| Margin $ | Sales - Cost | |
| Margin % | (Margin $ / Sales) * 100 |
Screen Description
The sorting options on the Customer Profitability screen are:
| Sort by | |
|---|---|
| Field | Description |
| Margin $ | Sort the search results by margin $. |
| Margin % | Sort the search results by margin %. |
The sort order options on the Customer Profitability screen are:
| Sort Order | |
|---|---|
| Field | Description |
| Descending | Sort the customer profitability data in descending order. |
| Ascending | Sort the customer profitability data in ascending order. |
These fields appear only on the Customer Profitability screen:
| Field | Description |
|---|---|
| Analysis by | Select an analysis type to analyze the customer profitability (e.g. current fiscal YTD). |
| Select Customer Number | Search for customer profitability by entering a customer number. |
| Area | Search for customer profitability by selecting an area from the drop down list (e.g. parts). |
| Summarize By | Select a summary option in order to summarize the customer profitability search results. |
The available Analysis By options are:
| Analysis By | |
|---|---|
| Field | Description |
| Current Fiscal YTD | Analyze the customer's current fiscal year to date profitability. |
| Rolling 12 (L12) | Analyze the customer's profitability for a period of 12 consecutive months determine on a rolling basis with a new 12-month period beginning on the first day of each calendar month. |
| Last Fiscal Year End | Analysis the customer's last fiscal year end profitability. |
| Last Fiscal YTD | Analysis the customer's last fiscal year to date profitability. |
| Current Month | Analysis the customer's profitability for the current month. |
The available Summarize By options are:
| Summarize By | |
|---|---|
| Field | Description |
| Customer | Displays the customer's profitability sorted by customer. |
| Province/State | Displays the customer's profitability sorted by province/state. |
| Country | Displays the customer's profitability sorted by country. |
| Territory | Displays the customer's profitability sorted by territory. |
| Salesperson | Displays the customer's profitability sorted by the salesperson associated with the customer. |
| County | Displays the customer's profitability sorted by county. |
| Township | Displays the customer's profitability sorted by township. |
| Lot | Displays the customer's profitability sorted by lot. |
| Concession | Displays the customer's profitability sorted by concession. |
| Location | Displays the customer's profitability sorted by location. |
| Business Class | Displays the customer's profitability sorted by business class. |
| Type | Displays the customer's profitability sorted by type. |
| Owner | Displays the customer's profitability sorted by owner. |
| Equipment | Displays the customer's profitability sorted by equipment. |
| Dun & Bradstreet | Displays the customer's profitability sorted by Dun & Bradstreet. |
These fields appear on both the Current Fiscal YTD - Total/Customer Profitability screens:
| Field | Description |
|---|---|
| Customer | The name of the customer whose current fiscal year to date total you are viewing. |
| Total Customers | The total number of customers in the corresponding summary option (e.g. Country). |
| Sales | The amount of sales for the customer. |
| Cost | The net cost of the customer's profit. |
| Margin $ | The current margin value of the customer's profitability or current fiscal YTD total. |
| Margin % | The margin percentage value of the customer's profitability or current fiscal YTD total. |
Click on a Customer name to open the Customer Profile screen.
Data Source: CMASPRO, CMASSALC
Security: 808 - Product Support - Sales Support Portal or 500 - Management Central - CRM
Revision: 2025.10