[Don Lightfoot]

Running the canned Customer Profitability Summary report gives a Total Revenue number by customer (as well as Total Cost and Profitability). When you click that very number for detail (by invoice), the sum revenue total of each invoice differs from the revenue total in the summary report because the summary includes shipping cost (actual shipping billed in the invoice) from each invoice and the detail report does not.

I would think including shipping in the Revenue total of the Summary Report provides a misleading profitbility amount if the actual “cost” of that shipping is not also included. In fact, is there a way to hold both the billable shipping and cost of shipping amounts in the same transaction?

In any event, does anyone know how to exclude shipping from the total revenue calcuation in the Summary Profitability report?

Thanks, Don
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[pbrennan]

RE: Customer Profitability Summary Report and Shipping Cost

Don,

We have customized the report and filtered it to exclude shipping and tax items.

But I’m also interested in adding the shipping “cost” from the fulfillment record as an alternative to removing the shipping income. I recently asked a question in this forum about how to access the shipping cost in a report or search and have not gotten any answers.

[Don Lightfoot]

RE: Customer Profitability Summary Report and Shipping Cost

Thanks Pat. Filtering out shipping and tax makes a lot of sense. I forget these are items somtimes.

If I get any word on actual shipping cost, I’ll lrt you know.

Regards,Don

[BradB]

RE: Customer Profitability Summary Report and Shipping Cost

Another weird decision in the summary vs detail customer profitability reports.

Apparently – if an item on a bill (which is associated with a project) is marked as “billable” (so item is billed to the customer, as well as purchased for the project), Netsuite DOES NOT INCLUDE the COST in the summary report (it shows as 100% profit).

I don’t understand (the detail report is correct). I entered a case, but it was just “closed”. Case 902581. Does this makes sense to someone other than me?

If I have to pay for it, and I charge my customer for it, I’m not making 100% profit. The COST should still be attributed to the project, and show up in the summary report.

[jkelly]

RE: Customer Profitability Summary Report and Shipping Cost

We are seeing this problem still today. A bill is created with billable items, the customer is invoiced for those items – with a markup. The bill is even linked to the invoice as a reimbursement. The Customer Profitability Detail lists the bill with a cost of $0 and the invoice with the full total as revenue!!

If it is going to list the full total of the invoice as revenue, then it needs to list the full total of the bill as cost. Otherwise it should show the different between the invoice and the bill as the only revenue.

I cannot find a workaround for this and am struggling to have support see it as a defect.

[BradB]

If I recall correctly, the only workaround is to use the “cost only” report (vs the overall report). It DOES show all of the entries.

Also – there is an issue with conencted items if they are not marked as BILLABLE. I can’t remember if this affects the cost only report (I don’t think so?), but in terms of these reports, if the item is “not billable”, it is not considered a project cost. Of course this is wrong, but it is how the “feature” was explained to me.

I also was unsuccessful getting this registered as a defect.

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