Margin items

Margin items at a glance

A margin item is a named percentage definition that you maintain for sales margin calculations. The Margin items page is the reference configuration for these definitions, and it shares its configuration screen with other lists while you work only with this tab.

Before you start

The configuration feature must be available for the grid to appear. Your access also determines whether New, row editing, and row deletion are available. The list columns come from the configuration used by your system, so work from the headers displayed in your list.

Use the checks below before you choose an action.

Find Margin items

Open the Margin items page to maintain these definitions.

Open the list or a new item

Prerequisites

• You have opened the Margin items configuration page.
• The Margin items list is visible.

Steps

1. Choose the route that matches your task.

   If you need to…	Action
   Review or change an existing definition	Select its row.
   Add a definition	Select New above the list.

The successful new-item view opens the New Marku up items dialog with Item Description, Ratio of, Default (%), and OK.

Result: The list or the new-item dialog is open for the task you chose.

Understand the list and form

The list identifies each definition with its description, ratio basis, and default percentage. The form uses the same three reader-facing labels.

List fields

The configuration also carries hidden ordering, record-identity, and company values. They do not appear as fields for you to enter.

The list has no column headers, paging, or header filtering. Its built-in grid editing, adding, and deleting modes are off; use the page actions instead. Rows can be reordered by dragging when editing is allowed.

Add, edit, and delete a margin item

Use these procedures to maintain one definition at a time. Enter a description, choose the ratio basis, and enter a percentage that follows the field rules before selecting OK.

Prerequisites

• The Margin items list is open.
• You know the description, ratio basis, and percentage to enter.

Add or edit a definition

Steps

1. Select New to add a definition, or select its row to edit it.
2. Enter the definition name in Item Description.
3. Select the basis in Ratio of.
4. Enter a percentage from 0 through 100 in Default (%).
5. Select OK to commit the new or edited definition.

Result: The definition is committed and the list is ready for review.

Close without saving

Steps

1. Select Cancel.

Result: The form closes without saving.

Delete a definition

Steps

1. Open the row delete menu.
2. Select Delete.

Result: The definition is removed from the list when deletion succeeds.

Handle access and validation branches

The page changes what you can select according to configuration access and the state of the list. The messages below are the messages associated with the fields and record actions.

The grid appears when the configuration feature is included; otherwise the upgrade surface appears. New is shown when the add action is available. Selecting a row for editing requires edit access, and the delete menu requires delete access.

After maintaining the list

After you select Cancel, the form closes and the list is the next place to review the definitions. After OK or Delete, continue working from the list and confirm the definition shown there before using it in later sales work.

The same configuration screen also contains import and export messages, but those flows belong to their owning configuration pages rather than this Margin items reference.

Result: The Margin items list is ready for the next definition you need to maintain.