Submitting a Margin Analysis Load Run
Prior to running the Margin Analysis Report, submit the Margin Analysis Load Run to populate temporary tables with margin analysis data for an order number across periods, or for a date range.
To submit a margin analysis load run:
1. Navigate to the Request Analysis Reports window.
2. Select Margin Analysis Load Run.
3. Select an operating unit.
4. Select a build option: order number or date range.
5. Enter a build name and description.
This is used to identify a set of data from which the Margin Analysis report is derived.
6. If you selected order number for the build option, enter a sales order number.
If you selected a date range for the build option, enter a date range.
7. Optionally, select a cost type.
Enter a cost type if you want to analyze margins using costs other than the historical transaction cost. When you choose a cost type, the cost of goods sold is calculated by multiplying the quantity shipped times the item's cost in the chosen cost type. If the item does not exist in the chosen cost type, the cost from the chosen cost type's default cost type is used. For kits, the report multiplies the individual items in the kit times the item's cost.
If you do not enter a cost type, the report uses the historical transaction costs. The Margin Analysis report always uses the transaction sales revenue.
See Also
Margin Analysis Report
Purging a Margin Analysis Load Run
Submitting a Request
