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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Sales order line profi...
Microsoft Dynamics AX (Archived)

Sales order line profitability detail

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Posted on by JacksNZ

where do we find the line level profitability stored after a sales order is invoiced?

Once a SO is posted, invoice level profitability is available through "Sales analysis by Invoice" report in the Sales and Marketing module.

If the SO is made up of say 6 lines, and by item posting setup, these 6 lines belong to 3 groups and post to 3 sales and 3 COGS account, then GL is updated for the three GL accounts separately. However, how do i find the profitability per item (even though more than one item will post to a single GL account)?

Is there a report available? If not,  which tables or views are good starting points to start developing one-thanks

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  • JacksNZ Profile Picture
    JacksNZ on at
    RE: Sales order line profitability detail

    Thanks Ludwig

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Sales order line profitability detail

    Hi,

    Have you been able to get this issue resolved?

    Best regards,

    Ludwig

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Sales order line profitability detail

    Hi,

    Please open the 'gross margin by item' report that is available in the sales and marketing module (statistics/customer/gross margin by item).

    This report shows the profitability of your items and links them to the invoice.

    Best regards,

    Ludwig

  • JacksNZ Profile Picture
    JacksNZ on at
    RE: Sales order line profitability detail

    Thanks Sohaib,

    say if we have 6 inventory items in a sales order.

    Also, say first two items post to a single GL for sales revenue and another GL account for cost of goods sold and so on.

    Also, if the remaining 4 items all post to another GL account for sales revenue and yet another GL account for cost of goods sold etc.

    In this case, after the sales order is invoiced, the sales value for the first two items is posted into one GL and the sales value for remaining four lines is credited to the other account. The same treatment occurs for cost of goods sold. In other words, ledger posting is summarised by account number.

    I want to be able to identify the profit/gain by line item and believe these may be in some cube/view or tables-where both the sale price as well as the cost price of each and every item is stored. Do we know this?

    Also, when an inventory close is performed, the system will update the cost of goods sold for transactions previously sold (when we use FIFO). I would expect this value also to be stored in one of these views/cubes.

    Any more information to identify these is appreciated.

    Regards

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 46,614 User Group Leader on at
    RE: Sales order line profitability detail

    have you seen the Dynamics AX Cubes..?

    those process the data for analysis. there are many standard cubes, which can provide you this information. Sales & Marketing Cube and Sales Cube can be your interest.

    if you can explain your question little more, we can try to do job better

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