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Profitability analysis mfg cost breakdown

  • February 6, 2024
  • 3 replies
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estebanperalta54
Captain II
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Hi! I'm looking for a sales margin report, itemized based off invoices. Like the Sales Profitability Analysis GI that comes out of the box. The catch is for cost I need to include the material and labor breakdown for manufactured items. Does anyone have a GI or know which table might contain this information?

Best answer by estebanperalta54

I was able to get the MFG cost breakdown on my sales margin inquiry using sales profitability analysis GI (ScreenId=AR601000) by joining tables: ARTran to SOLine, SOLine to AMProdItem, AMProdItem to AMProdTotal. Attached is the GI.

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    3 replies

    Samvel Petrosov
    Jr Varsity III
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    @estebanperalta54 Are your production orders linked to the sales orders? If yes, then you can Link SOLine (Sales Order Line) to the ARTran (Invoice Line). After that you have the Production order references on the SOLine so you can find the correspond components from AMMTran (Transaction associated with the Production Order) table.

     

    If they are not linked, then you may try to use lot/serial numbers for finding the Production order, of course if your finished goods are lot/serial tracked.

    Samvel Petrosov | Acumatica MVP since 2019 | ERP Consulting and Custom Development https://www.certusforge.com | samvel@certusforge.com | https://www.linkedin.com/in/samvel-petrosov
      estebanperalta54
      Captain II
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      • estebanperalta54
      • Author
      • Captain II
      • Answer
      • February 15, 2024

      I was able to get the MFG cost breakdown on my sales margin inquiry using sales profitability analysis GI (ScreenId=AR601000) by joining tables: ARTran to SOLine, SOLine to AMProdItem, AMProdItem to AMProdTotal. Attached is the GI.

      If you found the post helpful please like the post or if it answered your question mark it as best answer. Thanks!
        Chris Hackett
        Community Manager
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        • Chris Hackett
        • Acumatica Community Manager
        • February 15, 2024

        Thank you for sharing your solution with the community @estebanperalta54!

        Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
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