Customized Inventory Profitability Report > Show the Cost and Sales Price Per Transaction and Where It's Created From – JCurve Solutions

Scenario

User wants a profit analysis report to show the specific costs and profit for each SO while taking into consideration the changes of the standard cost per item that is done more than once per quarter.

Solution

1. Navigate to Reports > Inventory/Items > Inventory Profitability > Customize

2. Click Edit Columns

3. In the Add Fields section, click on Sales and add the following fields:

Quantity
Est. Unit Cost
Unit Price
Document Number
Created From
Location : Name

4. Click Add Formula Field

Column Label: Add Column Label (Cost)

Formula Type: Select Multiply x*y
x: Select Quantity
y: Select Est. Unit Cost

Column Label: Add Column Label (Price)

Formula Type: Select Multiply x*y
x: Select Quantity
y: Select Unit Price

5. Click Save.