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


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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?

Best answer by johnw51

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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3 replies

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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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  • Varsity I
  • 26 replies
  • Answer
  • January 8, 2024

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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