SALES HISTORY

Use this subtask to view costs and sales numbers for each line on the sales order.

Sales Order

This field displays the sales order ID for the selected line.

Status

This field displays the status of the sales order.

Customer

These fields display the customer from the Manage Sales Orders screen.

Trans Currency

This field displays the transaction currency of the sales order line item.

SO Line

This field displays the sales order line number for the selected line.

Item

This field displays the identification number of the item selected on the sales order line.

Item Rev

This field displays the latest revision number of the item selected on the sales order line.

Description

This field displays the description of the item selected on the sales order line.

Misc Type

This field displays a miscellaneous charge type code for MSC (miscellaneous) sales order lines types. Create and define these codes on the Manage Line Charge Types screen.

Revenue/Costs

Use this group box to view costs and sales information after the invoice has been created.

Material

Unit Cost

This field displays the amount of all material unit costs for items invoiced.

Extended Cost

This field displays the amount of all material extended costs for items invoiced for that line.

Labor

Unit Cost

This field displays the labor unit cost. Costpoint calculates the labor unit cost by adding all timesheet entries for that sales order line and dividing the total labor cost per line by the quantity invoiced.

Extended Cost

This field displays the labor extended cost. Costpoint calculates this value by adding all timesheet entries for that sales order line.

Subcontract

Unit Cost

This field displays the subcontract unit cost. Costpoint calculates the subcontract cost by adding all type C entries from the sales order line and dividing the total subcontract cost per line by the quantity invoices.

Extended Cost

This field displays the subcontract extended cost. Costpoint calculates the this value by adding all type C entries from the sales order line.

Other

Unit Cost

This field displays the Other unit cost. Costpoint calculates the other cost by adding all type O entries from the sales order line and dividing the total other cost by the quantity invoiced.

Extended Cost

This field displays the Other extended cost. Costpoint calculates the this value by adding all type O entries from the sales order line.

Total

Unit Cost

This field displays the total of material, labor, subcontract, and other costs.

Extended Cost

This field displays the total of extended material, labor, subcontract, and other costs.

Quantity Ordered

This field displays the number of items ordered.

Quantity Invoiced

This field displays the number of items that have been invoiced.

Gross Unit Price

This field displays the gross unit price of the item selected on the sales order line.

Discount

This field displays a volume discount (if one is given), expressed as a percentage, for the item selected on the sales order line.

Net Unit Price

This field displays the net unit price (the difference between gross unit price and volume discount) of the item on the sales order line.

Total Sales

This field displays the total of all invoices against the sales order for all lines (the product of quantity invoiced and net unit price amount).

Gross Profit/Loss

This field displays the gross profit/loss. Costpoint calculates this value by subtracting total cost/extended cost from total sales.

Gross Profit Margin

This field displays the gross profit margin. Costpoint calculates this value by dividing the gross profit/loss by total sales.

Line Charges

This field displays the total of all sales order line charges for items invoiced plus any miscellaneous sales order lines that have been invoiced.

Total Sales/Line Charges

This field displays the total sales/line charges. Costpoint calculates this value by adding all total sales for items invoiced plus line charges for all invoices against the sales order for all lines.

Gross Profit/Loss

This field displays on the same row as the Total Sales/Line Charges field. Costpoint calculates the gross profit/loss by subtracting the total cost/extended cost from total sales/line charges.

Gross Profit/Margin

This field displays on same row as the Total Sales/Line Charges field. Costpoint calculates the gross profit/margin by dividing the gross profit/loss by total sales/line charges.

Subtasks