Sales Analysis Subtask
Use this subtask to view the costs and sales numbers, for items that have been invoiced, for the entire sales order.
Contents
| Field | Description |
|---|---|
| Sales Order | This field displays the sales order ID for the selected line. |
| Status | This field displays the status of the sales order. |
| Trans Currency | This field displays the transaction currency of the sales order line item. |
| Customer | These fields display the customer from the Manage Sales Orders screen. |
Revenue/Cost
The fields in this group box display the costs and sales information after you create an invoice.
| Field | Description |
|---|---|
| Material | This field displays the amount of all material costs for items invoiced. |
| Labor | This field displays the labor cost. Costpoint calculates this value by using all timesheet entries for the entire sales order. |
| Subcontracts | This field displays the subcontract cost. Costpoint calculates this value by adding all type C entries from the sales order line subcontract cost for all line items. |
| Other | This field displays all other costs. Costpoint calculates this value by adding all type O entries from the sales order line subcontract cost for all line items. |
| Total Costs | This field displays the total of material, labor, subcontract, and other costs. |
| Total Sales | This field displays the total of all invoices against the sales order for all lines. This excludes any MSC (Miscellaneous) line items. |
| Gross Profit/Loss | Costpoint calculates the gross profit/loss by subtracting total cost from total sales. |
| Gross Profit Margin | Costpoint calculates the gross profit margin by dividing the gross profit/loss amount 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 miscellaneous line and 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 total costs from total sales/line charges. |
| Gross Profit/Margin | This field displays on the 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. |