Track Lost Revenue for Cancelled Service Orders

When an event cancels, you can use summary fields to track the lost revenue for the service orders on the event. You must have the Report Builder upgrade to use summary fields.

1. Click the Custom Fields link from the Main Menu. The Custom Fields screen opens.
2. Click the Add button. The Add Custom Field, Column, Or Action screen opens.
3. Select the Summary Field radio button.
4. Click Continue. The Add Summary Custom Field screen opens.
5. Enter the following information:
   • Label - Name of the field (Lost Service Order Revenue).
   • Subject - Select Events.
   • Summary Subject - Select Service Order Items.
   • Summary Operation - Select Sum.
   • Summary Field - Select Extended Charge.
6. Click the Select hyperlink in the Summary Filter field. The Service Order Items Summary Field Filter Search screen opens.
7. Select Cancelled from the Order Status - Order drop-down.
8. Click OK. You return to the Add Summary Custom Field screen.
9. Click OK. You return to the Custom Fields screen.
10. Click the Cancelled and Archived Events link from the Main Menu. The Cancelled and Archived Events screen opens.
11. If necessary, filter the screen for a cancellation reason to calculate lost revenue for a particular cancellation reason.
12. Show the Lost Service Order Revenue column you created.
13. Click OK. Save the view to reference it later.