To view Gross Margin while entering orders:

1. Navigate to the Sales Orders window.

2. Enter order header information.

3. Enter line information. As each line is priced, the cost is obtained and the margin is calculated. The cost and/or margin information will be displayed.

4. While entering the order, you can go back to the Order Information tab, Other sub-tab, to check the order margin.
Note: You can see gross margin for the following types of outbound lines -service lines, standard lines (both process or discrete), and ATO items - for which costing is enabled.

5. When you finish entering the order, you can also view the order level margin by going back to the Order Information tab, Others sub-tab.

6. Book the order. If there is a minimum margin set up for this Order Type and the order has an overall margin percentage below the minimum, the order will be placed on hold. You will get a message saying a Gross Margin hold is being applied.
Note: When the order margin is displayed on the order header, if one or more non-return lines have been excluded from the calculation because its cost is null, then a message displays: 'Order margin has been calculated excluding one or more lines.'
Note: The entire order is held if the order margin is less than the minimum margin for the order type. This will be determined at booking time. The calculation of order margin will exclude return lines and also any lines with null cost. If order changes occur that result in the order margin meeting or exceeding the minimum margin for the order type, then the hold is automatically released.

The margin hold may be released manually by authorized users. If it has been manually released, then it is not applied again automatically. This order level hold, holds up return lines if the outbound lines cause the order to go on margin hold. Processing of ATO and PTO models, which are not used in the margin calculation, will also be affected if the order goes on margin hold.

Also, it is possible that an order with some shipped lines may go on margin hold, if for example a line is added to the order later. In this case, the hold may hold the invoicing of lines that have been shipped.