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.