I post them as Purchase Invoices with a Charge (Item) assigned to the Sales Shipment.
However, this does not change the "Adjusted Profit (LCY)" for the Sales Invoice.
This is very misleading and the profit for the Sales Invoice is therefore incorrect.
The "Profit" in the "Customer/Item Sales" report is updated correct, but it should also be updated in the Sales Invoice Statistics.
Comments
Service/non-inventory items are somewhat not able to be used in terms of evaluating adjusted profit analysis in "Statistics" window on eg. sales invoice card or in standard report 115 "Salesperson Commission".
Was about to create idea, when I found this idea. Now 2 years passed and only 12 votes so far, but anyone using service items would probably want this. So +1 from me.
https://experience.dynamics.com/ideas/idea/?ideaid=bf2abac3-ad6b-eb11-8fed-0003ff45c942
My use case for why this is important
I have a client who is asking me how one can adjust the "Unit Cost" of value entries relating to service items on sales invoices. Eg. Client posted a sales invoice, with the knowledge they had about the expected unit cost (LCY) put into the sales line, and now after the sales invoice was posted, they realize that unit cost was completely wrong.
This is a problem when they are opening up "Statistics" on Sales Invoice card or running the standard salesperson provision report - as that report only calculates adjustments as those that are "regulation" type on value entries and will not include "not-inventory costs" anyways. You can actually adjust the sales-shipment unit cost (non-inventory) using eg. a "Item Charge" - which i just tested, so item ledger entry gets fixed on the sales part. This does however not get used in the adjusted profit column in this report, nor in the "statistics" window.
I think it's a bug almost.
Category: Sales
This should be obvious, who would not understand this issue is to be solved?
Awaiting information about the time perspective.
Category: Sales
When assigning non-inventory charges to sales shipment lines, value entries with "Cost Amount (Non-Invtbl.)" are created with doc.type "Purchase Invoice" and linked by "Item Ledger Entry No." of the Shipment Entry.
I guess, the correct solution is to create 2 additional Value Entries during posting of the assigned purchase invoice. (positive on the purchase and negative on the sales), but I don't like touching the value entries.
Alternatively the assigned cost could be included when calculating the adjusted costs in the statistic-pages but
events are not present in codeunit 5836 "Cost Calculation Management" or in the statistic-pages.
--
As Is BC20
procedure CalcSalesInvLineNonInvtblCostAmt(SalesInvoiceLine: Record "Sales Invoice Line"): Decimal
var
ValueEntry: Record "Value Entry";
begin
with ValueEntry do begin
SetRange("Document No.", SalesInvoiceLine."Document No.");
SetRange("Document Type", "Document Type"::"Sales Invoice");
SetRange("Document Line No.", SalesInvoiceLine."Line No.");
CalcSums("Cost Amount (Non-Invtbl.)");
exit(-"Cost Amount (Non-Invtbl.)");
end;
end;
---
Category: Sales
Fully Agree - The proces is 90 % finalized. But we really lack that extra 10 %
Category: Sales
Business Central Team (administrator)
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team