See Profit % By Line On Sales Order

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Posted on by PioneerMike

I would like to see the Profit % as a column on sales lines that compare cost to actual price on that specific order to calculate the profit %.

Can this be done with Base BC or will it need to me a modification?

Thanks

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Dynamics 365 Business Central

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NAV_with_Narang 2,294 Moderator on at

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Hi Mike - To the best of my understanding if you want such a column on sales lines, you'll have to go for a customization. However, if you open Sales Order there is a page called Statistics which has a field Profit %, see if it helps

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KasparsSemjonovs 4,774 Super User 2025 Season 2 on at

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The actual price will only be know to the system once the Sales Shipment is posted, and Outbound Item Ledger Entry is applied to Inbound entry, and the process "Adjust Cost - Item Entries" has been finished (either run manually or if Automatic Cost adjustment is turned on in Inventory setup then at time of posting the shipment).

So until shipment is posted, system could try to calculate approximate profit based on last purchase cost.

As Rahul mentioned - in the FactBox there is a field that shows this Profit field from the Item Card - but it works if You have fixed price for item in the Item card.

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PioneerMike 36 on at

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Appreciate the input, i am aware of the Statistics function which is only total order profit %. This won't resolve my challange.

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PioneerMike 36 on at

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KasparsSemjonovs Thanks for this helpful insight. understanding the system always helps. is there a way to see the approximate profit based on last purchase cost on a line level?

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KasparsSemjonovs 4,774 Super User 2025 Season 2 on at

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statistics shows total order profit, but if You look at the right side (Fact Boxes) - if hidden, press on the round "i" button to display.

Anyway this field does not update if You change the Unit Price in Sales line - so You have to add a custom field, but You can look how it is done in the fact box and adjust it, to take the Unit price from the Sales line in the calculation and the Standard or Unit cost from the Item card - just like in the FactBox.

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PioneerMike 36 on at

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KasparsSemjonovs Thank you! I will continue with a small mod to add this function in our environment.

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JR-02051919-0 4 on at

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Hi, Im trying to implement 365 business central and have some questions related to you previous conversation couple of years ago. Can you help me?

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Gerardo Rentería Ga... 25,236 Most Valuable Professional on at

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hi JR-02051919-0

Please register a new question, stating exactly what you want so that specialists can help you in the best way possible. Thank you,

Best

GR

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