Accounting › Profitability
Margin Levels
Each level is what is left after one more class of cost. Reading down them is how a customer that looked profitable stops being one.
Where to find it
- Module: Accounting
- Group: Projects & Margin
- Section: Profitability
- Screen: Margin Levels
Address in the console: /accounting/pa-margin-levels
List · 5 columns · 7 fields on its form · 3 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Scheme | Code | scheme_code |
| Level | Number | level_no |
| Name | Text | name |
| Subtotal | Yes or no | is_subtotal |
| Description | Text | description |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Scheme required | Choice | Looked up from existing records | |
| Level required | Number | ||
| Name required | Text | ||
| Value fields | Text | The value fields deducted at this level. | |
| Show as a subtotal | Yes or no | ||
| Sort order | Number | ||
| Description | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.