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,
Best answer by Kandy Beatty
HI
I would suggest writing a GI. You can use the report that
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.
+19Hello, did you already try the report Sales Profitability by Item and Order?
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.
+17HI
I would suggest writing a GI. You can use the report that
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.
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