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Sales Revenue, Qty and Associated costs

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Posted on by BW-09081820-0

I am looking for a place in BC to find the costs that were assigned to an item when it was posted through the invoicing process. Basically I want the gross margin per item.

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Valentin Castravet 31,637 Super User 2025 Season 2 on at

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You can look at the Item Ledger Entries Page and find the entry that contains your item being sold. You can filter the page for Entry Type "Sale" and Document Type "Sales Shipment." The entries will contain both the sales price, and the cost. For example:

You can also get this information for each posted sales invoice individually, in the invoice open the statistics page.

You can then look at the following three fields

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Rishabh Kanaskar 6,207 on at

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Hi,

You can see the assigned cost per item in the Value Entries page. Each Value Entry shows the cost amounts posted during invoicing. To get gross margin, compare the Sales Amount (Actual) from Value Entries with the Cost Amount (Actual) for the same item. The Item Ledger Entries link you to the corresponding Value Entries.

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Rishabh

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Jeffrey Bulanadi 8,879 on at

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Hi,

Tracking gross margin per item is essential for profitability analysis, and BC offers several clean ways to surface this data.

Here’s how to approach it:

Use the Customer/Item Sales report: This built-in report shows invoiced quantity, sales amount, discounts, and profit per item grouped by customer. It includes applied costs and item charges, making it ideal for margin analysis.

Review Value Entries: Every posted sales transaction creates a value entry that links the revenue with the applied cost. You can filter by item and document type to see the exact cost applied during invoicing.

Combine Item Ledger Entries and Value Entries: For deeper analysis, build a query or use Power BI to join these tables. This lets you calculate gross margin per item based on actual cost application, not just standard cost.

Include Landed Costs via Item Charges: If you use freight, duty, or insurance charges, make sure they’re applied through Item Charges. These are included in the cost basis and reflected in the margin calculation.

Use Analysis Views or Inventory Valuation Reports: These can be configured to show cost and sales data by item, period, or dimension. They’re useful for trend analysis and strategic sourcing.

Helpful Reference
Customer/Item Sales report – Microsoft Learn
Landed Cost and Item Charges – PrenticeWorx

If you find this helpful, feel free to mark this as the suggested or verified answer.

Cheers
Jeffrey

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Suresh Kulla 50,251 Super User 2025 Season 2 on at

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You can use the standard reports, Sales Statistics, or Customer/Item Sales to view that information.

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Sumit Singh 10,865 on at

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Hi All,

This question appears to date back to August 2024, and it is likely that the issue has already been resolved or the original poster has found a workaround. It is unclear why older questions are resurfacing in the latest posts. I kindly request that everyone check the posting date of query raised before responding, as the primary objective is to assist the original poster. If more than 13 months have passed, it is reasonable to assume that the user is no longer following the thread. Therefore, we should avoid commenting on such posts, as they appear in the latest feed and may lead others to engage unnecessarily. Thank you for your understanding and cooperation.

@Rishabh Kanaskar, It seems that you may have started responding to older community posts. Could I kindly request you to avoid doing so?

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Nimsara Jayathilaka. 4,840 on at

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Hi

Cost assigned to an item on invoicing = Cost Amount (Actual) in Posted Sales Invoice Lines or in Item Ledger Entries.

Gross Margin per item = Revenue – Cost.

For bulk or historical analysis, use Item Ledger Entries or Analysis Reports / Views.

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Nimsara

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