Return on Investment By Group

** This utility is under development and is not yet available. **

This report indicates the profitability of the rental equipment, and can be generated for a selected date range of products by Class or Group. It is based on the Owning Division of the inventory as determined in the Fixed Asset Tags.

The "QTY OWNED" on this report indicates the sum of Fixed Asset Tag quantities (RSRI) for products in the Class/Group at this location.
The "QTY RNT" is the quantity rented and is derived from the Monthly History.

The ROI % is calculated by dividing the (Last Purchase Cost times the Quantity Owned), into the total Revenue per the Monthly History.
If the quantity owned is zero, then the ROI % will be zero.

The prompts to generate the ROI report are:

DIVISION, "ALL" OR "SEL"

• Press <ENTER> or type ALL to include all divisions, in the output.

• To generate output for a single division, press spacebar and <ENTER> for the Head Office Division, or enter a specific division code. <F4> to view the valid divisions.

• Type SEL to select a range of divisions to be included.

  REGION Window

  Press <ENTER> if regions do not apply, or <F4> to select a region from the window.
  The divisions for the region, and their descriptions list by sequence number. Use <F7> to delete any divisions not required. <F3> to accept the selection.

FROM GROUP #

Press <ENTER> for all groups or press <F4> to look up a starting group in the window.

TO GROUP #

Press <ENTER> for all groups or press <F4> to look up an ending group in the window.

FROM CLASS #

Press <ENTER> for all Product Classes or press <F4> to look up a starting class in the window.

TO CLASS #

Press <ENTER> for all Product Classes or press <F4> to look up an ending class in the window.

YEAR START DATE

Accept the fiscal year start as defined in the Summarize G/L Settings in the Company Posting Parameters, or type in the correct year start to be used for the ROI report.

PERIOD FROM

Accept the current period start, as defined in the Summarize G/L Settings in the Company Posting Parameters, or type in the correct period start to be used for the ROI report.

PERIOD TO END OF

Accept the current period end, as defined in the Summarize G/L Settings in the Company Posting Parameters, or type in the correct period end to be used for the ROI report.

SKIP GROUPS WITH QTY ON HAND < 1

Press <ENTER> or N (NO) to include groups with zero or negative quantities.
Enter Y (YES) to omit all groups in the range, even those with zero or negative quantities.

INCLUDE COMPANY TOTALS

Press <ENTER> or N (NO) to exclude company totals in the report.
Enter Y (YES) to print company totals for the products, after the division details.
Enter O (ONLY) to print only the company totals and not the division details.

ACCEPT or CANCEL

A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

Click the ACCEPT button to begin printing the report, or CANCEL to abort.