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How to calculate and sum service order profit percentage.

  • 9 June 2023
  • 1 reply
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W
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Userlevel 2

I have a GI with the results grid shown below. 

Everything works, except the GP% calculation. I started with trying to sum the cost and price on the service order details by service order number. I relate back to the service order to use the “OrderDate” as a filter against “fromdate” and “todate” parameters.

I get the below result from the query.

The difference calculation works. How can I calculate the “Difference/Ext.Price”  as the %Profit in the last column?

 

Regards

Wayne

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Best answer by aaghaei 10 June 2023, 02:55

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aaghaei
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Userlevel 7
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It is ONE of the known limitations of GI. It doesn’t take calculated result to perform math on it. It performs the math on each record before aggregation. What you need is achievable by customization only and creating a projection DAC. 

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

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