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Slice Item Fulfillments' COGS by the Sales Order line's Price Level

edited Jan 26, 2021 12:05AM in Ask A Guru 7 comments

I need a report, saved search or SuiteAnalytics workbook that shows revenue and cost of sales grouped by the Price Level selected on the sales transaction.

I tried to customize an Income Statement and a Transactions report. When I slice any report by price level I lose all cost of sales associated with Sales Orders since those are recorded on a separate Item Fulfillment record which has no price level on it.

I also tried with a Transaction saved search, using the Applied To Transaction fields. This succeeded in bringing in the price level on the same row as the item fulfillment data. However, for some reason, this solution won't show any COGS lines. Can someone explain why that doesn't work?

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