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. |