How to: View Gains and Losses on Contracts

  • Article

A contract gain or loss entry is generated whenever a contract quote is converted to a service contract, when contract lines are added or removed from a service contract, or when a contract is canceled.

To view contract gains or losses, open one of the following windows.

Window Description

Contract Gain/Loss (Contract)

To view the contract gain/loss by service contract.

Contract Gain/Loss (Groups)

To view the contract gain/loss by service contract group.

Contract Gain/Loss (Customers)

To view the contract gain/loss by customer.

Contract Gain/Loss (Reasons)

To view the contract gain/loss by reason code.

Contract Gain/Loss (Resp.Ctr)

To view the contract gain/loss by responsibility center.

To view contract gain/loss

  1. In the Search box, enter Contract Gain/Loss, and then choose the related link.

  2. Fill in the filter criteria you want to apply. For example, in the Contract Gain/Loss (Reasons) window, select a value for Reason Code Filter.

  3. In the Matrix Options FastTab, select the viewing options.

  4. On the Actions tab, in the General group, choose Show Matrix.

  5. Choose the OK button to close the window.

See Also

Concepts

Contract Gain/Loss (Customers) Overview
Contract Gain/Loss (Reason Codes) Overview
Contract Gain/Loss (Responsibility Centers) Overview
Contract Gain/Loss (Groups) Overview
Contract Gain/Loss (Service Contracts) Overview