Billing Analysis

Data Source: MNBDW

To open the Billing Analysis screen, hover over the Product Support link from anywhere within IntelliDealer and select Service> Analysis Reports from the drop down list.

The Billing Analysis screen allows you to view billing analysis.

The following search fields appear on the Billing Analysis screen:

Field Description
Select by Search for billing analysis by selecting a means to search by (e.g. technician, type or reason).
Subtotal by Select the means to subtotal the billing analysis search results by (e.g. technician, type, or reason).
Include Type If selected, includes specific billing types within the billing analysis search results (e.g. all, internal, warranty, or customer).
Include Totals If selected, includes totals within the billing analysis search.
Select Technician Search for billing analysis by entering a technician.
Select Location Search for billing analysis by entering a location.
Select Date Range Narrow down the billing analysis search results by selecting a billing run date range.

The following fields appear on the Billing Analysis screen:

Field Description
Technician The name of the technician.
Work Orders The number of work orders the technician has worked on.
Segments The number of segments associated with the selected technician.
Parts The total amount (in dollars) of parts sold on the work orders the selected technician worked on.
Labor The total amount of labor hours charged to the work orders the selected technician worked on.
Other Any other miscellaneous charges associated with the work orders worked on by the selected technician.
Total The total amount of charges for work orders worked on by the selected technician.

Click on a Technician to see a breakdown of the technician's assigned work orders.

The following button allows you to complete your work on the Billing Analysis screen:

Button Function
Total Opens the Totals screen which displays totals of the fields that appear on the Billing Analysis screen.