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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Modifying Item Value L...
Microsoft Dynamics RMS (Archived)

Modifying Item Value List Report to include Profit Margin

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Posted on by Wigley DIY 175

I would like a report to be able to see what profit margins items in my database will potentially make without them having to be sold first.

With help i found online I have modified the Item Value Report to include Profit Margin, however this does not take into account VAT / Sales Tax. Is there anyway of doing this?

Another problem i have with my new custom report is that when i try to filter the results, e.g Profit Margin less than/equal to 25, it does not work.

Any help will be much appreciated,

Thank you.

*This post is locked for comments

  • Glenn Rimington Profile Picture
    Glenn Rimington 55 on at
    RE: Modifying Item Value List Report to include Profit Margin

    Works perfectly. Thanks So much!!

  • Community Member Profile Picture
    Community Member on at
    RE: Modifying Item Value List Report to include Profit Margin

    Make a copy of the current report, then on the "custom" report add these two columns; see if this works for you.

    Begin Column

      FieldName = "ItemProfit"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Profit"

      VBDataType = vbCurrency

      Formula = "Item.Price - Item.Cost"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 855

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ItemMargin"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Margin"

      VBDataType = vbDouble

      Formula = "CASE  WHEN Item.Cost > 0 and (Item.Price > Item.Cost) THEN ((Item.Price - Item.Cost)/Item.Price) ELSE 0 END"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 855

      GroupMethod = groupmethodNone

      ColFormat = "#.##%"

    End Column

  • Glenn Rimington Profile Picture
    Glenn Rimington 55 on at
    RE: Modifying Item Value List Report to include Profit Margin

    I'm looking for the same. Any luck?

  • Community Member Profile Picture
    Community Member on at
    Re: Modifying Item Value List Report to include Profit Margin

    Was there any headway with this report? was it successful?  need something similar to this , thanks

  • Trent Bourgois Profile Picture
    Trent Bourgois on at
    Re: Modifying Item Value List Report to include Profit Margin

    Hello Wigley,

    Thank you for your questions.

    It may be possible to modify the Item Value List report to include profit margin adjusted for tax. We do not have an existing custom report that can do this. However, due to the complexity of this request, it would most likely be handled by our Advanced Product Support Services team. A quote will be provided before any work is done.

    If you would like us to customize this report for you, please open a service request online or by calling 1-888-477-7877.

    Let us know if you have any other questions.

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