Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

Sales Quote Margin by Purchase Price

Posted on by 2,401
Hi
 
Using D365 FO, is it possible to calculate a Sales margin based off the Purchase Price (Trade Agreement)?
 
I have a Released Product + Configuration in a Purchase Trade Agreement, but no Cost Price logged for the Released Product + Configuration combination. I would like to allow the sales team to measure the margin on a Sales Quote against the Purchase Price (it is currently reading from the cost price, but is obviously 100% margin as cost price=0.00)
 
 
  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,401 on at
    Sales Quote Margin by Purchase Price
    Thanks for the response.
     
    I checked into the settings of Price Management, and unfortunately it did not allow me to measure margin by Purchase Price.
     
     
     
  • Suggested answer
    Community member Profile Picture
    Community member 32 on at
    Sales Quote Margin by Purchase Price
    Hi.
    When using the new Pricing management module, you can set the Purchase price as the base price and use margin adjustments (and discounts) to calculate the sales price. 

    May be worth looking into to see if this meets your requirements. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,219 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,056 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans