Microsoft Dynamics AX (Archived)

How to calculate Sales Quotation total cost price and gross profit?

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Posted on by Rana Anees

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Hii,

I have a requirement to develop a Form to show following information about Sales Quotations and its header level.

SQ ID, SQ Status, SQ Creation Date, Customer Id, Customer Name, Sales Order Id if exist, Sales Invoice Id if exist, SQ Selling Price, SQ Cost Price, SQ Gross Profit.

I got all information except Sales Quotation Cost Price and Gross Profit.

SQ Sales Price I am getting from SalesQuotationTable -> invoiceAmount() display method.

Please help how to calculate

- Sales Quotation total cost price for all line items?

- Sales Quotation gross profit?

Gross Profit Formula = (Sales Price - Cost Price) / Cost Price

Thanks,

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Hi Rana,

I guess you can take the total cost price from SalesQuotationTable -> totalInvoiceAmount() display method. And regarding Gross profit, you can create a new display method in Salesquotationtable with required formula and display it

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Rana Anees 1,813 on at

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Hii Tamil Selvan,

Thanks for reply. SalesQuotationTable -> totalInvoiceAmount() returns the total invoice amount same as invoiceAmount() methods returns.

What I am looking for us the SalesQuotationLine CostPrice. Where to get it from?

I noticed in SalesQuotationLine table there CostPrice field. I am not sure what is this for. For some SQ it has price values while mostly are zero.

Where to get the Sales Quotation Line Cost Price??

Thanks,

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Hi Rana,

If you cant find costprice, please create a new display method for cost price as follow:

display Amount costPrice()

{

Amount costPrice;

SalesQuotationLine salesQuotationLine;

select sum(CostPrice) from salesQuotationLine where salesQuotationLine.QuotationId == this.quotationId;

costPrice = salesQuotationLine .CostPrice;

return costPrice;

}

Above method will return sum of costprice in quotation lines with respect of quotation id

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Rana Anees 1,813 on at

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Hii Tamil Selvan,

This display method is ok. But salesQuotationLine .CostPrice is this field the correct place to get item cost price?

Because in our environment, we have two companies in two different partitions. One company have more thank 70k quotation lines and all have zero in CostPrice field.

2nd company is new and have almost 200 lines where only 50 lines have cost price and all others are zero?

In this case where to get cost price and why not costprice for all lines?

Thanks

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Rana Anees 1,813 on at

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How this Sales Quotation totals form works on SalesQuotationLines form?

I need the login to calculate Cost Value and Margin.

How I can call SalesQuotationTotals -> costValue class method on SalesQuotationTable display method?

Thanks

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Rana Anees 1,813 on at

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help please...

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Rana Anees 1,813 on at

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help please...

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Hi Rana,

You can try the below display method for fetching the value for CostValue:

//BP Deviation Documented

display AmountCur costPrice()

{

SalesQuotationTable salesQuotationTable;

SalesQuotationTotals salesQuotationTotals;

container cont;

str cost;

real costValue;

salesQuotationTotals = SalesQuotationTotals::construct(this);

//or try salesQuotationTotals = SalesQuotationTotals::construct(this.QuotationId);

salesQuotationTotals.calc();

cont = salesQuotationTotals.displayFieldsCurrency(salesQuotationTotals.currencyCode());

cost = conpeek(cont, TradeTotals::posCostValue());

return cost;

}

//try and let me know please..

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Rana Anees 1,813 on at

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Hii Tamil Selvan,

Your code is working fine.

One more thing, I need SQ total invoice amount without VAT.

Right now I am using SalesQuotationTable -> invoiceAmount() display method to get SQ total amount, but it is coming with TAX.

On SalesQuotationTotals form contribution ratio is calculated exclusive VAT amount.

Is there any method that give amount without tax? Can I get and show VATamount separately?

Thanks,

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The above code fetches the value what you need from the sales Quotation total form.

Create a new display method like created before for contribution ratio value and tax too.

If you find this helpful, mark the answer as Verified.

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