The Customer Margin Price Report displays current cost and sell price information, as well as the future cost and sell price of each product, based on the Future Margin Price Date that you select.
Run this report prior to performing a Customer Margin Price Update. Once the update is run, future prices will be used and the current prices will be lost.
- Go to Sales > Pricing > Customer Margin Price Report.
- From the Future Margin Price Report calendar, choose the date for which you want to see future margin prices.
On the Print Document pop-up that appears, you may choose to Print, View, Send, or Save the document, depending on your needs.
If the New cost column for the product comes from a contract cost matrix, the report will display a CC to the right of the line on the report.