The Commercial Indirect Journal Report lists by location the account information, effective date along with the cost for labor, parts, miscellaneous charges and tax to give you the markup cost.
In the Report Prompts area select the Group and the Sort By options if desired. Choose to Hide Detail, Include Markup and show Correct Transactions Only. In the filters area enable any fields you would like to use for filtering the data to be included on the report. Note that selecting a field for a filter does not cause that field to appear on the report. It becomes a search filter only to qualify which records are included. The fields that appear on the report are shown below. To save your parameters for repeated use enter a Parameter File Name under the report title and click on Save Parameters.
Click on Schedule to run your report. Select your Run Interval and any associated Dates and Times. Next define your Output Destination options, save them if desired and click on Schedule. A Report Schedule Confirmation screen will appear with the Job Number Id and other output information. Proceed to the Report Bin to retrieve and view the report when it's completed.
Database Tables |
Data Fields/Columns |
Grouping/Sorting |
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| Acc_Comm_Chg | Effective Date | Group 1 |
| Company_Main | Account No. | User Selection |
| Ind_Acct | Account Description | Group 2 |
| Loc_Gen | Location | User Selection |
| Vendor | Vendor No. | Sort By |
| Invoice | User Selection | |
| Labor | ||
| Parts | ||
| Misc | ||
| Tax | ||
| Total Comm w/Markup | ||
For more information see Anatomy of an M5 Report and the FleetFocus M5 Commercial Reports Guide.
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.