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Sales Order Invoice profit margin

  • 11 October 2022
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A
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Is there a way to view profit margin on a per sales order invoice?  It seems Acumatica generate 2 distinct transactions upon release.  1) record the AR/sales side of the transaction 2) the Inventory/COGS side of the transaction.  Any way to put these two together on 1 report?

Thanks,

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Best answer by Kandy Beatty 11 October 2022, 15:04

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Laura02
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Hello, did you already try the report Sales Profitability by Item and Order?

 

 

   
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
A
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Userlevel 1

I did consider all the sale order reports.  The root of my problem is in my GL.  My margins are not where I expect them to be.  I am trying to trace back from the GL and match what hit my sales account and cost of good sold account back to individual sales invoice transactions.  

Kandy Beatty
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Userlevel 7
Badge +16

HI @aaronthomas82 

I would suggest writing a GI. You can use the report that @laura01  suggested and write a GI for this. 

Here are the tables and relations on that report you can use. 

 

 

Have you looked at the Sales Profitability Analysis? You could also create a GI off this for Invoices. 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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