SALES ANALYSIS

Use this subtask to view the costs and sales numbers, for items that have been invoiced, for the entire sales order.

SO

This field displays the sales order ID.

Release

This field displays the sales order release number.

Type

This field displays the only available header type code, "S" (Sales order). Other codes will display when options such as change orders, blanket orders, and release orders are added in a future version of Costpoint.

Revenue/Cost

The fields in this group box display the costs and sales information after the invoice has been created.

Material

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

Labor

This field displays the labor cost automatically calculated by the system using all timesheet entries for the entire sales order.

Subcontracts

The system calculates the subcontract cost by adding all type "C" entries from the sales order line subcontract cost for all line items.

Other

The system calculates the other cost 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

The system calculates the gross profit/loss by subtracting Total Costs from Total Sales.

Gross Profit Margin

The system calculates the gross profit margin 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

The system calculates the total sales/line charges 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

The system calculates the gross profit/loss by subtracting Total Costs from Total Sales/Line Charges.

Gross Profit/Margin

The system calculates the gross profit/margin by dividing the Gross Profit/Loss by Total Sales/Line Charges.