Dynamics Community Forum Thread Details

Cost accounting for Flooring Installation Company

We are working with an implementation partner for dynamics 365 CE/FS and F&O/SCM and they are having issues with how to manage measuring Profit Margin by using both actual cost and a loaded cost by Sales Order, Salesorder grouping, Customer Purchase order grouping. We need to identify in FS when workorders are generated that they need to be “Grouped” for billing. We are also trying to resolve automation of invoice generation 2 days after it ships, and if margin is not within parameter it does not invoice, but puts it in a status to be resolved. From what i have been reading Cost Accounting would be best for this. We supply the materials to our installers that are subcontractors, that we pay based on Square Foot installation rates. We quote our builders one price based on plan/package, the sales people get our “Loaded cost” as the minimum with which to quote. They are saying it is not a good fit and that is the only explanation i got. I need to know if this would fit. I have attached my research.