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  4. How to Report on Average Purchase Price vs Average Selling Price

How to Report on Average Purchase Price vs Average Selling Price

 

47.1

 

You can achieve above result by following the below steps:

Step 1: Create custom lookup field on Inventory Assignment object

 

47.2

 

Step 2: Create automation to populate Transaction Item lookup field

 

Get the first set of Id from a field name Inventory Assignment Id & populate into Transaction Item lookup field.

 

You can create this automation either using workflow / Process Builder / Trigger.

 

47.3

 

 

Step 3: Create Report Type

 

47.5

 

Edit report type layout to display more fields via lookup

 

47.6

 

Select Transaction Item.Unit Price & Inventory Location.Average Unit Cost field. Save the layout.

 

47.83
47.9

 

You are now ready to create your report.

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