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Sales Quote Margin by Purchase Price

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Posted on by SU-22040800-0

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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)

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AW-27041110-0 32 on at

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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.

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SU-22040800-0 2,487 on at

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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.

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