Gross Margin Table


This record defines the gross margins that should be achieved on individual work order invoices. It is designed to be used with the Gross Margin tab of the Work Order. The Gross Margin may be used for analysis only, or to automatically recompute work order revenues.


The Gross Margin Table must be referenced by the Client Site record (the Client Site’s Gross Margin field is located on the Service tab). It is frequently used in conjunction with the Service Compute feature.

Important Fields: Upper Section

Gross Margin Id:
Uniquely describes this record.

Provides a brief description this Gross Margin table (e.g., Standard T&M).

Analyze Labor?
Analyze Material?
Analyze Other?
Analyze Subs?
These fields define which billing components should be analyzed for gross margin on the work order. Typically, all boxes would be checked.

Recompute Labor?
Recompute Material?
Recompute Other?
Recompute Subs?
One or more of these boxes should only be checked if recalculation of a work order’s revenues to achieve a target margin is desired. These fields determine which revenue components will be recomputed on the work order in order to achieve the designed gross margin, client not-to-exceed value, or specific invoice amount. Typically, all boxes except Labor would be checked to be eligible for re-computation.

Important Fields: Lower Section

The highest total invoice cost level to which the gross margin applies. Only those cost categories flagged as Analyze will be included in the cost level computation.

% LAB: % MAT.: % OTH.: %SUB.:
The target gross margin as a percentage of markup. For example, if you wanted to make a gross margin of 25% on materials, you would enter 25 in the %Mat column (revenue = 100% of the cost plus 25% of the markup).