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?
Best answer by Laura03
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:
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.
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.
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.
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:
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.
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.
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.