Working with the Profit History Chart
To work with the Profit History chart:
-
Access the Enter New Order form or Manage Existing Order form.
Form Name
Form ID
Navigation
Enter New Order
W42101D
Sales Order Processing (G4211).
-
Select Create Sales Order - Header First (P42101).
Click Save and Close on the Order Header Revisions form.
-
Select Create Sales Order - Detail First (P42101).
Manage Existing Order
W42101C
Sales Order Processing (G4211).
-
Select Update Sales Order - Header First (P42101).
-
Select Update Sales Order - Detail First (P42101).
-
-
On the Enter New Order form or Manage Existing Order form, enter order header and detail information, as applicable.
-
Select the Order Profit tab.
-
Review the Profit History chart.
The line chart plots profit margin on the y-axis versus sales orders on the x-axis.
-
Enter a date in the From Date field in the Profit History group box.
- From Date (previous sales from date)
-
Enter a date that indicates the beginning of a date range for which the system displays previous sales orders.
-
Click the Refresh button if you change the value in the From Date field.
The Refresh button initiates the process to retrieve new data based on the new date.
-
Review the Profit History chart.
-
Review the value in the Orders Displayed field in the Profit History group box.
- Orders Displayed
-
Represents the number of sales orders displayed on the Profit History chart.
This value is defined in the Sales Advisor Constants program.
-
Review the value in the Profit Margin Average field in the Profit History group box.
- Profit Margin Average
-
Displays a value that represents the average profit margin for the selected previous sales orders.
-
Complete the sales order, as applicable.