Adjust calculation of Sales Analysis, Add "Margin %" column

Issue No: AR-1888
Created 10/8/2015 5:02:22 PM
Type Bug
Priority Major
Status Closed
Resolution Fixed
Fixed Version 15.3
Description See email string from Western Milling. Need to calculate based on same UOM for accurate reporting:   {color:#1f497d}Hi Chris,{color}     {color:#1f497d}Thanks for the quick response. Our calculation for margin is the price less the cost as you currently have it. However, there is a UOM issue. It is taking the price of the shipped UOM (50lb bag or super sack) less the cost per lb. Our stock unit is lbs. We would prefer to see everything and calculate everything based off the stock unit. {color}     {color:#1f497d}If you don’t mind another suggestion, it might be nice to have a margin % column too. {color}     {color:#1f497d}Thanks again for addressing this so quickly!{color}   {color:#1f497d}Kristy{color}       *From:* Chris Pelz [ [mailto:chris.pelz@irely.com] ] *Sent:* Friday, October 2, 2015 7:39 AM *To:* Kristy Miller < [kmiller@westernmilling.com|mailto:kmiller@westernmilling.com] > *Subject:* RE: Sales Analysis Report in 15.3     {color:#1f497d}Kristy, thanks. Appreciate your assistance. Anytime you see an issue like this, feel free to email me so I can address. I really appreciate the feedback. This is how we can continue to improve and make better software. {color}     {color:#1f497d}Anyway you could do me a favor? Can you provide your formula for margin and how it should calculate? I want to ensure our methodologies match. Then I can address with the developer and we will work to get this fixed.{color}     | | *{color:#777777}Chris Pelz, CPA{color}* *{color:#336666}iRely, LLC{color}*   {color:#336666}Enterprise Software Simplified{color}   {color:#777777}800.433.5724 x2120{color} +{color:#336666} [chris.pelz@irely.com|mailto:chris.pelz@irely.com] {color}+  | | |     *From:* Kristy Miller [ [mailto:kmiller@westernmilling.com] ] *Sent:* Thursday, October 01, 2015 7:52 PM *To:* Chris Pelz *Subject:* Sales Analysis Report in 15.3     Hi Chris,     We have 15.3.0929.476 on our test server and I am doing some testing in our Company T2. I was looking at the Sales Analysis Report with the added cost and margin columns. I noticed that the margin is not calculating correctly. It seems to be taking the Item Price (which is per packed UOM) less the cost (which is per lb) and applying it to the quantity shipped (which is per packed UOM).     My apologies if you are already aware of this. I just wanted to let you know just in case. This will be a very helpful report for us.