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Object documentationExpress Configuration: Step 6 - Defining Document Numbering, Gross Profit, and Other Settings Locate this document in the navigation structure

 

Use this window to make settings that affect the creation of sales and purchasing documents.

Document Numbering

This field appears only if you have not selected the Permit More Than One Document Type per Series option in the previous window.

Define the document numbering. For more information, see the Document Numbering - Setup window in the online help.
Relate Series to Document

This field appears only if you have selected the Permit More Than One Document Type per Series option in the previous window.

To associate a numbering series to a document type, choose the Browse (Browse) button.
Numbering Series

This field appears only if you have selected the Permit More Than One Document Type per Series option in the previous window.
Calculate Gross Profit

Select the Calculate Gross Profit checkbox to activate gross profit calculation in sales documents of both item and service types.
Base Price Origin

Appears only when the Calculate Gross Profit checkbox is selected.

Select from the list menu the origin for the base price to be used by SAP Business One for calculating gross profit in sales documents of item type:

  • Price Lists — select one of the price lists defined in SAP Business One. The item prices defined in the selected price list are considered as base prices when the gross profit is calculated.

  • Last Purchase Price — select this option to have the gross profit calculated based on the item price the last time the item was purchased. If the purchasing price of an item changes from time to time, the gross profit calculation considers it.

  • Last Evaluated Price — select this option to calculate the gross profit based on the price calculated the last time the Inventory Valuation Simulation Report was generated.

    Note Note

    In companies that do not manage a perpetual inventory system, the gross profit is based on the price calculated the last time the Inventory Valuation Report was generated.

    End of the note.

  • Item Cost — select this option to calculate the gross profit based on the item cost calculated in   Item Master Data   Inventory Data   tab. The item cost may vary from time to time, depending on the valuation method defined for the item.
Default Gross Profit % for Service Documents

This field appears only when the Calculate Gross Price checkbox is selected.

Enter the gross profit percentage rate to be used by default for calculating gross profit in sales documents of service type.
Calculate % Gross Profit as:

This field appears only when the Calculate Gross Profit checkbox is selected.

Define whether to calculate the gross profit percentage as the base price or the sales price.

Example Example

You have an item with a base price of $30 and a sales price of $40.

  • Calculated according to the base price, the gross profit would be:

    gross profit/base price x 100 = (40-30)/30 x 100 = 33%

  • Calculated according to the sales price, the gross profit would be:

    gross profit/sales price x 100 = (40-30)/40 x 100 = 25%

End of the example.
Landed Costs

To define landed costs that you can attribute to imported goods, choose the Browse (Browse) button. For more information, see the Landed Costs - Setup topic in the online help.
Sales Stages

For more information, see the Defining Sales Stages topic in the online help.

More Information

Express Configuration

Express Configuration: Step 7 - Users

Landed Costs – Setup

Defining Sales Stages