Sales Order Line Estimated Margin

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Posted on by Michael Hutcheson

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Hi all,

I'm using Dynamics 365 F&O.

Within the Sales Order // Lines screen there is an Estimated Margin field with a % value - I am trying to workout and replicate this in a data warehouse.

Under normal circumstances the calculation would be: (Sales Unit Price - Cost Price / Sales Unit Price) * 100

However, we have some forward orders whereby a cost price does not yet exist but D365 is still calculating an Estimated Margin - how is it doing this? If it helps were are using the FIFO Inventory model and are using trade agreements.

Here is an example:

Item Number: ABC123

Sales Line Qty: 1

Unit Price: 75

Discount %: 14

Net Amount: 64.50

Estimated Margin %: 58.33

How is it calculating the 58.33?

If I use the formula:

(Sales Unit Price - Cost Price / Sales Unit Price) * 100

That would mean the Cost Price is 26.88 but I cannot find this value anywhere. Does anyone have any ideas?

Thanks,