Dynamics Community Forum Thread Details

Ana,

Are you asking for code logic on how NAV calculates Sales Margin on Statistics or reports? In NAV, the Sales Statistics Report might provide what you are looking for. It shows amounts for sales, profit, invoice discount, and payment discount in LCY, as well as profit percentage, for each customer. The costs and profits are given as both the original and adjusted. The original costs and profits are those that were calculated at the time of posting, and the adjusted costs and profits reflect changes to the original costs of the items in the sales. The cost adjustment amount shown in the report is the difference between the original cost and the adjusted cost.

The figures are divided into three periods. You can select the length of the period, starting on a selected date. There are also columns for amounts before and after the three periods. The report can be used, for example, to analyze earnings from an individual customer and earnings trends.

Options Page - Starting Date: Enter a date to specify the beginning of the period covered by the report. And Period Length: Specify the length of each of the three periods; for example, enter "1M" for one month.

The Statistics Page fields show this: General FastTab displays sales information:

Field	Description
Amount	Shows the net amount of all the lines in the posted sales invoice, including line discounts. This amount does not include tax or any invoice discount.
Inv. Discount Amount	Shows the invoice discount amount for the entire sales invoice. If the Calc. Inv. Discount field in the Sales & Receivables Setup window is selected, the discount is automatically calculated. Otherwise, it was calculated when you chose to calculate invoice discount in the Sales Invoice window.
Total	Shows the total amount, less any invoice discount amount. This amount does not include tax for the posted sales invoice.
Tax Amount	Shows the total tax amount that has been calculated for all the lines in the sales invoice.
Total Incl. Tax	Shows the total amount, including tax, which has been posted as invoiced to the customer's account.
Sales ($)	Shows the amount from the Total field converted to USD.
Original Profit ($)	Shows the total cost, in USD, of the general ledger account entries, items, or resources in the sales invoice. The cost is the unit cost multiplied by the quantity of the relevant items or resources.
Adjusted Profit ($)	Shows the difference, in USD, between the amounts in the Total and Original Cost ($) fields.
Original Profit %	Shows profit expressed as a percentage of the amount in the Amount field in the sales invoice.
Adjusted Profit %	Shows adjusted profit expressed as a percentage in the sales invoice.
Quantity	Shows the quantity of general ledger account entries, items, or resources in the sales invoice. If the Invoice Rounding field in the Sales & Receivables Setup window is selected, this field will contain the quantity of items in the sales invoice plus one.
Parcels	Shows the number of parcels in the sales invoice.
Net Weight	Shows the net weight of the invoiced items.
Gross Weight	Shows the gross weight of the invoiced items.
Volume	Shows the volume of the invoiced items.
Original Cost ($)	Show the original cost of the items in the sales invoice. This cost is displayed as an amount.
Adjusted Cost ($)	Shows the adjusted cost of the items in the sales invoice expressed as an amount in local currency.
Adjusted Cost ($)	Shows adjusted cost expressed as an amount in the sales invoice based on the total adjusted cost, total sales, and unit cost in local currency.
Sales Tax Breakdown	Shows the breakdown of sales tax for the amounts in the posted sales invoice.

Hope this helps.

Thanks,

Steve

Sales Margin

Helpful resources

News and Announcements

Quick Links

December Spotlight Star - Muhammad Affan

Top 10 leaders for November!

Community AMA December 12th

Leaderboard

Featured topics

Product updates