Margin Analysis Report
Use the Margin Analysis Report to report sales revenue, cost of goods sold, and gross margin information for each item shipped/invoiced within the specified date range. This report can print both summary and detail information. The detail report provides the information by customer, order, and line number.
The Margin Analysis Report displays sales revenue, cost of goods sold, and gross margin information for all inventory organizations.
Prerequisites
The Margin Analysis Report requires Oracle Order Entry, Oracle Inventory, and Oracle Receivables. If you are missing one of these applications, the report does not run.
Before running this report, submit the Margin Analysis Load Run program to populate temporary tables from which the Margin Analysis report is derived. See: Submitting a Margin Analysis Load Run.
In addition, for accurate margin reporting, in Receivables, use the derived date option to set invoice dates. Doing so ensures the invoice date automatically defaults to the shipment date and you recognize revenue and cost in the same accounting period.
Report Submission
In the Submit Requests window, select the report name.
Report Parameters
Build Name
Select a build name from previous submissions of the Margin Analysis Load Run. This is the data from which the Margin Analysis report is derived.
Report Option
Choose one of the following options:
| Summary
| Include only summary information.
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| Detail
| Include customer detail, such as sold to customer, order type, order number, line type, RMA/invoice number, and line number.
|
Sort Option
Select one of the following options:
| Item
| Sort by item (default). Line type, RMA/invoice number, and line number are included when using a detail report option.
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| Category, Item
| Sort by category and then by item within the category. The displayed categories are from the organization you use to submit the report. Line type, RMA/invoice number, and line number are included when using a detail report option.
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| Order, Item
| Sort the report by order and then by item within the order. This sort option is only available with the Summary report option.
|
Order Number
Select the sales order number.
Item From/To
To restrict the report to a range of items, select a beginning and an ending item.
Category Set
Select a category set. Oracle Cost Management reports items associated with this category set. The category set defined for the costing functional area is the default. The displayed category sets are from the organization you use to submit the report.
Category From/To
To restrict the report to a range of categories, select a beginning and an ending category.
Margin Percentage From/To
To restrict the report to a range of margin percentages, select a beginning margin and an ending margin. You can enter a negative value.
Currency
Select a currency. You can run this report for any defined currency. When you enter a currency other than the functional currency, the reported revenue and costs are converted to the selected currency using the End of period rate or Average period rate you choose in the Exchange Rate field. Your functional currency is the default.
Exchange Rate
Select an exchange rate. If you choose a currency other than the functional currency, the most recent End of period rate or Average period rate is the default, depending on how the CST:Exchange Rate Type profile option is set. However, you can choose any prior rate from the list.
Customer Type
Select the customer types to report.
Customer Name
Select the customer to report.
Sales Representative
Select the sales representative to report.
Sales Channel
Select the sales channel to report.
Industry
Select the industry to report.
Sales Territory
Select the sales territory to report.
See Also
Submitting a Request
Defining Invoice Batch Sources
Entering Period Rates
Purging a Margin Analysis Load Run
