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Accounting › Profitability

Profitability Segments

The intersection of the characteristics somebody wants to cut by. Derived when a document is posted, not typed — which is what makes profitability analysis complete.

Where to find it

  1. Module: Accounting
  2. Group: Projects & Margin
  3. Section: Profitability
  4. Screen: Profitability Segments

Address in the console: /accounting/pa-segments

Read-only list · 10 columns · 1 action

This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.

What the list shows

These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.

ColumnKindField name
SegmentCodesegment_key
CustomerTextaccount_name
ProductCodeitem_no
RegionTextregion
ChannelTextchannel
Product groupTextproduct_group
Customer groupTextcustomer_group
Profit centerCodeprofit_center_code
Net revenueAmountnet_revenue_to_date
LinesNumberline_count

What you can do here

Derive a segment

On the toolbar, above the list.

Reads the characteristics off the customer, the item and the order, applies the rules, and finds or creates the segment.

Asks for: Customer Item Profit center Channel

The rules that apply here

Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:

Beside it in Profitability