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Cost accounting for Flooring Installation Company

We are working with an implementation partner for dynamics 365 CE/FS and F&O/SCM and they are having issues with how to manage measuring Profit Margin by using both actual cost and a loaded cost by Sales Order, Salesorder grouping, Customer Purchase order grouping. We need to identify in FS when workorders are generated that they need to be “Grouped” for billing. We are also trying to resolve automation of invoice generation 2 days after it ships, and if margin is not within parameter it does not invoice, but puts it in a status to be resolved. From what i have been reading Cost Accounting would be best for this. We supply the materials to our installers that are subcontractors, that we pay based on Square Foot installation rates. We quote our builders one price based on plan/package, the sales people get our “Loaded cost” as the minimum with which to quote. They are saying it is not a good fit and that is the only explanation i got. I need to know if this would fit. I have attached my research.

COST ACCOUNTING f...

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Hello @TC-10031428-0

Cost accounting is a module where you can replicate your books of accounts to allocate indirect and overhead costs down to a granular level — cost objects, cost centers, departments, or even individual products and services — using flexible allocation rules.

Your Implementation partner might have commented that “it is not a good fit” because It's designed to pull data from GL, budgets, and statistical drivers, run allocations, and produce management-accounting views — typically run periodically (daily/weekly/monthly batch jobs), not transaction-by-transaction in real time.

Also automation of invoice generation is not possible by cost accounting module. You can try to achieve the automation of invoice generation by Posting Sales Invoice Batch job and explore if you can utilize some of the filters to fulfill your business requirement.

Regards

Aayush Tiwari

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