SAP Business One lets you calculate the gross profit for sales documents according to the method you define during application configuration. The gross profit for each document row is calculated and then totaled for the entire document. Gross profit can be calculated for documents of Item type and for documents of Service type.
To calculate the gross profit in a sales document, from the tool bar choose the (Gross Profit) icon.
Gross profit calculation is available for the following documents:
Sales Quotation
Sales Order
Delivery
Return
A/R Invoice, A/R Reserve Invoice, A/R Invoice + Payment
A/R Correction Invoice and A/R Correction Invoice Reversal
A/R Credit Memo (only if not based on A/R Down Payment Invoice)
Note
Gross profit calculation is active only if you have selected the Calculate Gross Profit checkbox in
.The fields and information displayed in the Gross Profit for [Document Name] window vary according to the document type: Item or Service.
Fields for Document of Item Type
Note This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. End of the note. |
Displays the base price in accordance with the price list. The default value is defined in .If required, you can choose a different price list. Other additional prices are:
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The base price of the item as defined (or calculated) in the price list selected in the Base Price By field, multiplied by the Items Per Unit quantity in the sales document. If you change this value manually, the values in Total Base Price, Gross Profit, Profit %, and Base Price By fields are updated accordingly. You can update the base price in all of the sales documents even after the document has been closed. The only exceptions are A/R correction invoice where the base price is a read-only in the Was table, and A/R correction invoice reversal, in which the base price is a read-only as well. |
The total amount of the base price for gross profit calculation. If you change this value manually, the values in the Base Price, Gross Profit, Profit %, and Base Price By fields are updated accordingly. If the quantity in the document is updated, the total base price is recalculated by multiplying the base price by the updated quantity. You can update the total base price in all of the sales documents even after the document has been closed. The only exceptions are A/R correction invoice where the total base price is a read-only in the Was table, and A/R correction invoice reversal, in which the total base price is a read-only as well. Note The following rules apply when the base price is by Item Cost:
End of the note. |
SAP Business One calculates the difference between the sales price and the base price for each item in the sales document. If the result is negative, the row is highlighted in red. |
SAP Business One calculates the gross profit in percent. When you configure the application, you can choose between two different calculation methods: The gross profit can be displayed on the basis of the ratio of the gross profit to the sales price of the item. The gross profit can be displayed on the basis of the ratio of the gross profit to the cost price of the item. If you change data in this window, confirm your changes by choosing Update and OK. Note When you configure SAP Business One, you can set it up so that an internal mail is sent automatically to specific users when a particular gross profit is exceeded. End of the note. |
Indicates the way the base price in the row has been calculated. If you change the value in the Base Price field or the Total Base Price field, the value in the Base Price By column is set automatically to Manual. When selecting any of the options available in the dropdown list, the values in the Base Price, Total Base Price, Gross Profit, and Profit % fields in the row, are updated accordingly. Note By default this column does not appear in the Gross Profit window. To display it, select this column in from the Form Settings — Gross Profit for [document name] Window. End of the note. |
Fields for Document of Service Type
The default gross profit percentage for documents of service type, as defined in: .If you change this percentage manually, the Profit % field in the table is updated accordingly, and gross profit of all of the rows appear in this window is recalculated. When drawing the document into target document, the percentage defined in this field is drawn to the target document. When drawing multiple service documents with different Default Gross Profit % values, the percentage appears in the Default Gross Profit % field in the target document, is taken from . |
The description of the services as appears in the sales document. |
The base price of the service. This value is calculated based on the total amount of the service as entered in the sales document, and according to the default gross profit percentage defined in .You can change the total base price manually. The values in the Gross Profit, Profit %, and Base Price By fields in the row are updated accordingly. When drawing the document to a target document, the total base price is drawn to the target document. If you have changed manually the total base price in the base document, the updated value is drawn to the target document. If you draw only part of the row from the base document, the relative portion of the total base price is drawn to the target document. The total base price in the target document is calculated as follows: Target Document Total Base Price = Target Sales Price * Base Document Total Base Price / Base Document Sales Price Example Base Document: Sales Price = 1000 Total Base Price = 336 Target Document: Drawn Sales Price = 628 Total Base Price = 211.008 (= 336*628/1000) End of the example. |
The sales price of the service as appears in the sales document, before tax and after discount. |
The gross profit amount calculated by subtracting the Total Base Price from the Sales Price. If you change the Total Base Price the Gross Profit amount is updated accordingly. |
The percentage of the gross profit, calculated by dividing the Gross Profit by either the Sales Price or the Base Price, depends on the calculation method selected in . |
Indicates the way the gross profit in the row has been calculated:
Note By default this column does not appear in the Gross Profit window. To display it, select this column in from the Form Settings — Gross Profit for [document name] Window. End of the note. |