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Updating Estimated Margin on Sales Order Line

  • 27 March 2024
  • 4 replies
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K
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Hello,

We had keyed in a new item on the sales order. Since it was new, it had 0 cost and the ‘estimated margin’ column was calculated based on 0 cost and $200 price for margin $200.

Now, we have manufactured the item and the stock item is valued at say, $100. But the Estimated Margin line remains at the old cost.

Is there any way of forcing the Estimated Margin to update?

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Best answer by Laura02 27 March 2024, 11:07

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Laura02
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Hello,

I don’t think there is a method using standard Acumatica features, to update the estimated margin/cost in the same way as we can click [...] and Recalculate Prices. Here are some ideas that may help you:

  1. If the order is linked to a production order, you may consider adding a side panel to your order, showing the Production order for each line so that users may see pending costs.
  2. You may design a Generic Inquiry or ARM Acumatica Report to combine open Sales Order detail lines with their related production orders, to show order details & prices along with the most up to date Cost figures.
  3. A customization may be created to update open orders with recently added costs. If the Sales Order is linked to a production order, a developer could customize your order to show up-to-date costs from related Production Orders.

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
parveza33
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Hi @kokjietan ,

Please verify the Item Last Cost

And on the Sales Prices Worksheet, please verify which option you have selected.

 

Parvez:)
K
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Thanks @Laura02, I guessed as much too. It’s a shame that the above is not shown directly in the SO, but thank you for the proposed solutions as well.

Laura02
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I notice I typed ARM report. I want to make a correction: I should have typed Acumatica report Designer. 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~

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