|
Report: Block Economics:
Block Profitability, Summary (#135)
|
|
Why:
You want to see a "one-block per row" summary of your volumes, revenues,
costs, and profits for the blocks you select. This report only shows
load-based costs and miscellaneous costs (not time sheet costs), so it is a very
nice report for wood dealers whose revenues and costs are almost entirely based
on the load slips.
Focus:
This report is nice for comparing your performance from one block to the
next, and for obtaining a quick snapshot of your performance from one pay period
to the next, by block. It allows for an easy comparison across blocks in
terms of volumes delivered, and both total and average revenues, costs and
profits. Because it only contains costs based on load slips and
miscellaneous entries, it is best suited for users whose primary focus is on
revenues and costs associated strictly with the load tickets (and, of course,
miscellaneous expenditures assigned to the block). See the "Key Notes" section below for the types
of costs that are omitted from this report.
Selection Window:
The selection window allows you to filter the report by:
- Date/Time. You can directly ender a date/time range for the start
and end dates for your report. If you leave the end time blank, the
program will assume you want the entire day for the end date. In the
example below, the start date/time is 8/1/2004 00:00:00 (a blank is assumed
to be time 00:00:00) and the end date/time is 8/15/2004 00:00:00.
Because the end date time is blank (or 00:00:00), the program assumes you
want the whole day of the 15th and makes the end date/time 8/16/2004
00:00:00. In the selection query, the program returns records
whose start date/time is greater than OR equal to the start/date time and strictly
less than the end date/time. You do not need to select a period
-- this selection is merely used to facilitate the entry of the state and
end dates. If you select a period, you can always edit the state and
end dates to be any date you choose. For example, you can pick a
period defined as 8/1/2004 to 8/12/2004, and then extend the end date by
three days to 8/15/2004.
- Block. You can select any or all of your Blocks. The second
column shows the block description (long name).
- The "Use Invoice Revenue" checkmark should be checked if you
want to run the report before you have manually recorded the revenues earned
from the mill. When checked, the report will show system-calculated
revenues. When unchecked, the report will use the revenues you have
recorded manually on a ticket-by-ticket basis when you performed your mill
reconciliation process. (Note: if the "Load Revenue Entry"
setting in Basic Setup is set NOT to enter actual revenue from the
settlements (as it is for most Canadian users), this checkmark is
irrelevant.)
Detailed Description:
The selection criteria determine the date range and blocks that appear in
the report. If you run the report for multiple blocks, you will get one
panel per block.
The report shows one row per block. It has the following columns:
- Block: Name of the block represented in the row.
- Date Started: Start Date indicated on the Block Setup Wizard
(Field name in database table is Effective_Date)
- Date Ended: End Date indicated in the Block Setup Wizard (Field
name in database is End_Date)
- Loads: Sum of the load ticket records entered on the block for the date
range you selected. (This count will be misleading for users who enter
multiple ticket records for a single load ticket to handle different species
on a single load, for example.)
- Volume: Sum of the "volume" field on the load slips (not the
"Scale Volume" field) for the given block and selected date range.
Note that the total volume across all blocks shown at the bottom of the
report will only be meaningful if the unit of measure (shown in the next
column) is the same across all blocks shown in the report.
- Measure: Volume measure selected during block setup to be used to
track production.
- Revenue: Total revenues associated with the loads on that block in
the relevant date range. If the "Use Invoice Revenue" checkmark is
checked, the report will show revenues calculated by the system. If
the box is unchecked, the report will show revenues that you have manually
entered for each ticket.
- Avg Rate: Revenue / Volume.
- Cut/Haul: Sum of all load-based payments EXCEPT those whose pay
activity code is "STUMPAGE" or "DEPLETION." Note
that if you use your own trucks for the hauling, you will see your driver
costs in this column (assuming they are paid by the load slip), but NOT your
implicit costs related to your own trucks.
- Avg Rate: Cut/Haul Costs / Volume.
- Stump/Depl: Sum of all load-based payments whose pay activity code is
"STUMPAGE" or "DEPLETION." (Note that the codes must match these
identically (not abbreviated to STMP or DEPL, for example.)
- Avg Rate: Stumpage and Depletion Costs / Volume.
- Misc Expense: Entries made under Setup | Contractor Miscellaneous or
Employee Miscellaneous whose date falls within the date range selected for
the report. If the relevant
pay period is not set up when you first make the miscellaneous entry, the
expense will not appear on the report, even if the actual date of the
expense falls within the date range used to run the report.
- Gross Profit: Total Revenue less Cut/Haul Costs Less Stump/Depl
costs less Misc Expense.
- Avg Rate: Gross Profit / Volume
- Gross Margin %: Gross Profit / Revenue
Key Notes:
- The load count on this report treats each load ticket record as a separate
load. (It does not make use of the load count field on the load slip.)
Thus, this counter will not be correct for users who have multiple load ticket
entries for a single physical load.
- You must run the calculators before you run this report.
- Costs for Activities (other than "Trucking") whose "Is Pay Like Trucking"
flag is set to True will appear in the top portion of the report, on a separate
row next to the Trucking costs.
- This report makes NO distinction between Header and Detail records
(C_Part_13) for piece-based systems.
- Keep in mind that this report EXCLUDES: 1) costs associated with time
slips; and 2) costs associated with production slips; and 3) implicit costs associated with
company-owned trucks.
- The load count displayed in the
report is based on the load count field from the load slip.
Report:
Example 1:
|
Example Report 1 |
|
|
 |
|
|
|
|
