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Customer Profitability

edited Dec 3, 2019 4:08PM in Search / Reporting 5 comments

Can anyone tell me exactly which transactions affect the Customer Profitability report?   Besides invoices and item fulfillments – does it include credit memos, returns, discounts, shipping, landed costs, etc.?   Or is it basically just an inventory profitability report that’s broken out by customer? 

Please note:  I would test this out myself but it would take a week just to get the test data setup (we're in the implementation stage), so I’m hoping others can fill me in on what’s really included in the report - and what’s not included.  The online help just says “The Customer Profitability Detail report shows cost, revenue and profit dollar amounts categorized by customer.”  No help there. 

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