Margin Items

Applications › Configurations › General Settings

Overview

Margin Items are maintained in Applications > Configurations > General Settings > Margin Items. Use this area to review and maintain the margin-related items and supporting lists used by Sales, Account Management, Purchasing, PM, and Finance teams when assessing commercial risk, costs, and profitability.

The page also groups related configuration records into tabs, including account types, delivery terms, guarantee types, inquiry and order statuses, payment methods, and units. Select the appropriate tab before creating or reviewing a record.

Settings

Open Margin Items from Configurations > General Settings > Margin Items. Before creating a new item, determine which tab contains the type of record that you need to maintain.

The available tabs organize configuration records as follows:

Note: The tabs are separate configuration areas. Review the selected tab carefully before using New so that you create the record in the intended category.

Use Search to locate an existing record before creating another one. This helps prevent duplicate descriptions, ratios, or default entries.

Workflow

1. Open Margin Items from Configurations > General Settings > Margin Items and review the current records. Use Search to find an existing item by the information displayed in the list, such as its item description, ratio, or default percentage.

   

   Margin Items — Configurations › General Settings › Margin Items

2. Decide whether to update an existing record or create a new one.

   • To create a new record in the selected category, select New.
   • To revise the displayed information, select Update (icn-update).
   • To change available page-level options, select Settings (icn icn-settings) only when you are authorized to maintain those settings.

   If you do not want to continue with the current action, select Cancel.

3. When creating or revising a record, enter or adjust the information available in the opened form. Use the record description and applicable ratio or default percentage consistently so that users can recognize the item when reviewing sales costs, purchase costs, and Job Profitability.

4. Decide whether supporting documentation is required.

   • Select Attach to add a file.
   • Use files[] to review attached files where available.
   • Select Tickets only when a related ticket is required for the record.

   Tip: Attach supporting evidence when the item is based on a commercial risk, supplier condition, or approved financial assumption. This makes later review easier for Sales, Purchasing, and Finance.

5. Complete the action by selecting Ok. If you need to narrow the displayed list after saving or reviewing records, use Apply filter. To download the current displayed data for review, select Export.

6. Review the final list and confirm that the item appears in the correct tab. If the item is not visible, clear or revise the search and filter criteria, then select Apply filter again.

Account types

The account types tab holds account-type configuration records. Use this tab when reviewing or maintaining the classifications that support Accounts and related commercial records.

Search for an existing account type before selecting New. Where list information is displayed, use the available description, ratio, and default percentage information to distinguish records. No control is provided for moving a record from this tab to another tab; maintain the record in the appropriate tab from the start.

Delivery terms

The delivery terms tab holds delivery-term records used in commercial and operational processes. Use it to review the terms that users may need when working with sales, purchasing, Warehouse, or project-related activity.

Use Search and Apply filter to locate the required record, then use New or Update (icn-update) as needed. The available controls do not indicate a transfer process between delivery terms and other tab categories.

Guarantee types

The guarantee types tab holds guarantee-type records. These records support the classification of guarantees used in commercial and finance operations, including L/G-related work.

Create or revise the applicable guarantee type through New or Update (icn-update). Attach supporting files with Attach when documentation is required. The page does not provide a control for moving a guarantee-type record to another category.

Inquiry status

The inquiry status tab holds status records for inquiries. Use this area to review the available inquiry-status descriptions before they are used in related commercial activity.

Use Search to check whether the required status already exists. Select New to add a record or Update (icn-update) to amend an existing one, then select Ok to complete the action. No status-transition button is listed on this screen.

Offer status

The offer status tab holds status records for offers. Use this tab to maintain the descriptions that identify offer status in the applicable sales workflow.

Review the existing list before adding a new status. If an existing record requires correction, use Update (icn-update) rather than creating a duplicate. The screen provides no control that moves a record between offer-status values.

Order status

The order status tab holds status records for orders. These records support the classification of order activity, including Direct orders where applicable.

Use New to add a missing order-status record and Update (icn-update) to revise an existing record. Select Ok to confirm the action, or Cancel to abandon it. The available controls do not identify an order-status progression or transition process.

Payment methods

The payment methods tab holds payment-method records. Finance officers and commercial users can use this tab to review and maintain the payment-method descriptions available to the business.

Locate records through Search, then use New or Update (icn-update) to maintain them. Use Export when the visible list is needed for review outside the application. No control is provided for transferring a payment method to another tab.

Units

The units tab holds unit records. Use this tab when maintaining the units used to describe relevant commercial, purchasing, warehouse, or inventory quantities.

Check for an existing unit before creating one. Use New to add a record, Update (icn-update) to revise a selected record, and Ok to complete the change. The page does not provide a record-movement action between unit records and other configuration tabs.

Examples

A Sales representative needs to record a new margin assumption for a commercial risk used during job review.

1. Open Margin Items and use Search to check whether a similar item already exists.
2. Review the displayed item descriptions and ratios. If the required item is already present, select Update (icn-update) and revise the available record information instead of creating a duplicate.
3. If no suitable item exists, select New.
4. Enter the available description and applicable ratio or default percentage in the creation form. For example, use a clear description such as “Import cost risk” and apply the approved percentage used by the business.
5. If the assumption is supported by a commercial approval or risk document, select Attach and add the relevant file.
6. Select Ok to complete the record.
7. Use Apply filter to refresh the reviewed list if necessary, then confirm that the item is visible in the intended configuration area.
8. Select Export if the updated list is needed for a Job Profitability or management review.

Tips

Tip: Use clear, consistent descriptions so that Sales, Purchasing, PM, and Finance users can identify the correct margin item during job and profitability reviews.

Warning: Do not create a new record until you have searched the selected tab. Similar descriptions or duplicate default percentages can make commercial reporting harder to interpret.

Note: Use Cancel rather than Ok when you decide not to retain the current creation or update action.

Troubleshooting

Related pages

• Lost Reasons
• Order Activation Conditions
• Configurations — Learning Path
• Activity Purpose
• Inquiry Status
• Order Cancellation Reasons
• Regret Reasons
• Configurations — Overview
• 2 Factor Authentication
• Account Managers
• Branches
• Flags
• Frequent Currencies
• Products
• Custom Fields