Understanding Order Profit Display

You use the Order Profit Display Sales Advisor feature to:

• Leverage existing profit margin information from the customer's previous sales orders and display the data in charts during order capture.

• View the total order amount, total order cost, and the order profit margin in real-time while capturing the sales order.

• Retrieve data and display the Profit History chart, which shows how the current order compares to the customer's previous orders.

• Evaluate the existing profit margin for each product on the sales order and dynamically create the Current Order chart.

The Order Profit Display Sales Advisor feature appears on the Order Profit tab at the sales order header level of the Sales Order Entry program (P42101). The P42101 program uses the Sales Order Profit Display Reusable Subform program (P421008) to display the Order Profit tab (S421008A).

You must define the document types to include in the order profit display before the system can process your data selection. If no document types are defined for the Order Profit Sales Advisor feature, the system issues a warning message when you access the Order Profit tab in Sales Order Entry (P42101). You use the Sales Advisor Included Document Types program (P42X001) to define the document types to include.

See Setting Up Sales Advisor Constants.

See Setting Up Sales Advisor Included Document Types.

Note: You must set the Display or Hide Cost Fields and Display or Hide Price Fields processing options on the Display tab of the Sales Order Entry program (P42101) to blank or 1 for the Order Profit tab to appear in sales order entry. If you set the Display or Hide Cost Fields or Display or Hide Price Fields processing options to 2, then the system does not display the Order Profit tab.

When you select the Order Profit tab, the system loads data in the tab by reading the header and detail cache for the order. The system searches the previous sales data stored in the Sales Order Header File (F4201) and Sales Order Header History File (F42019) tables. The Profit History chart uses the Total Order and Total Cost information, even if the result is a negative profit.

The Current Order chart uses only lines with a positive quantity. Orders with a negative quantity are considered a credit order and are not considered as profit.

The Current Order group box contains the Order Total, Total Cost, and Profit Margin fields on the Order Profit tab. The system calculates the value in the Profit Margin field using the following calculations:

Profit = (Total Order Price - Total Order Cost)

Profit Margin = Profit / Total Order Price

Percent Profit = (Profit / Total Order Price) x 100 OR (Total Order Price - Total Order Cost) /(Total Order Price) x 100

If the currency is set to foreign in the header of the order, then the Order Profit tab displays the Foreign Order Total, Foreign Total Cost, and Profit Margin fields. The Foreign Order Total and Foreign Total Cost fields are display only. The Foreign Order Total and Foreign Total Cost fields are not used in the calculation of the profit.

The Profit History group box contains the From Date, Orders Displayed, and Profit Margin Average fields on the Order Profit tab.

The system displays the Profit History and Current Order charts on the Order Profit tab. The system updates the charts when you click the Refresh button.

You can use the Refresh button to update the information on the Order Profit tab so that data reflects what you add or change in the Sales Order Detail grid.