Build a workflow to calculate average gross margin by invoice by product:
Filter journal entry population on [Doc_Type] = RI (automated entries).
Filter for Sales: [Object] = 40210.
Filter for COGS: [Object] = 50125.
Summarize records on [Object], [Doc_Type], [Doc_Number], [DESCR_2], and [AMOUNT].
Join Sales to COGS on [Doc_Type], [Doc_Number], and [DESCR_2].
Export unmatched records as Products Not Matched for further analysis.
Calculate gross margin for matched records:
((Sales COGS) / Sales)
If Sales = $0, then gross margin = 0%
Export as Gross Margin Calculated by Invoice by Product Type.
Summarize by product type (i.e. [DESCR_2]) and average gross margin.
Export as Gross Margin Calculated by Product Type.
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