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Displaying a field from the profitability tab on the service order list screen

  • 5 June 2023
  • 3 replies
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I would like to display the Profit Magin % on the page that list all the service orders. I tried adding the FS.FSProfitability table and pulling the field to appear on the results grid in the Service Order GI. Since these fields are listed as “not in the database”, I get an error. Can anyone provide some guidance?

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Best answer by johnw51 8 January 2024, 18:50

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Hi I have the same challenge in wanting to access the FS.FSProfitability date in a GI. Have you been able to resolve this in how to access the data?

 

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The answer is not going to be in the FSProfitability data.  You need to link to the FSAppointment table and calculate the Profit Margin %.

= ( [FSServiceOrder.CuryDocTotal] - Sum( [FSAppointment.CostTotal] ) * 100 / [FSServiceOrder.CuryDocTotal]

 

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Thank you for the response, i was hoping to use the FSProfitability data  for a report. As you mentioned, the FSProfitability DAC is nonexistent in the database

 

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