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Service item profit

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Posted on by David Tailor

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Hello,

i have a case where a customer is selling service items (through SO)
how to track the cost of these items and the important how to see the profit earned?

also: is it possible to see items sold by customer and the see the profit per customer?

Regards,

David

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Deepak Agarwal 8,753 on at

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Hi David,

Item cost is defined on Item master, and regarding profit on item or customer; I dont think there can be a straight answer to this.

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Lisa at AonC.com 1,109 Super User 2026 Season 1 on at

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Please tag the question with the category associated with the Microsoft Dynamics ERP product you are asking about.

Thank you!

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Subramani Sivan 398 on at

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Could you please let me know are you using Service Management module in D365FO?

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André Arnaud de Cal... 304,686 Super User 2026 Season 1 on at

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Hi David,

Please elaborate. How do you define the cost for a service item? What type of services are you selling? Depending on the exact scenario, there are configuration options or not.

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David Tailor 866 on at

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Hi Andre,

This is the scenario:

A company is selling IT services like licenses and other intangible products

On the other hand and after posting the sales invoices and this is frequent, the vendor invoice, the company, the licenses from his side and usually this is happening 2 or 3 weeks later.

The company needs to know the profit earned from these products and if possible per customer.

I hope it is clear now.

Regards,

David

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Joseph Markovich 4,001 on at

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This is an option I've recommended to many people:

Those service items need to be in Inventory as a type of Sales Inventory. Otherwise, the costs don't get tracked through.

This way, you'll have purchase receipts with cost history that can be tied back to sales orders. Then you can see profitability per sales order and per customer.

Let me know if you need any help with this or have other questions.

Joe

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