We are trying to write a report on Quote Costing Looking at the breakdown of Cost Labor, Mtl , Burden etc per line QuoteQty
Has anyone done anything like this already in a BAQ or SQL that the’d be willing tom share?
There is so much stuff to consider coming up with material costs, or labor costs. Considering rate and burden and qty per and fixed costs and the list goes on and on i’m hoping not to have to start from scratch.
Following this in interest. We just started down the road of trying to get people to use the quote worksheet because you can click through the different quantity breaks and see margins and what not.
Also I swear you had an extremely cool customization on your quote worksheet that used statistics to help people price things.
We do,
But we want to pull this data into BI Tool, the problem with the worksheet is that is all “Runtime” it isn’t stored. Im looking to “store” the worksheet data or calculate it myself in SQL
Oh don’t I know it 
I wish we had that logic to make it a report.
Not sure if this will help but, I have a External BAQ (tied to additional configurator table data in dbo table {I didnt make it}), but the logic should be similar for getting costing information (will need cte to go deeper but almost all full trailer assemblies were within $5 of cost most within $1). Mine only does the break down of top level phantom items into quote like costing info and assembling it into data for an Excel workbook. Lots of the data is simplified, but might help you get started.
Workbook (does allow for full costing data pull using parameters through odata) screenshot:
I will DM you the SQL as the BAQ won’t really work for you. Outside tables.
Most of this is with VB and dynamic lists tied to Power M query datasets.
Thanks Clint! I’ll check it out 
Hello,
I stumbled upon this looking for an answer to my obstacle.
We are a job shop where most orders can be for upwards of 20 different finished good parts in varying qty’s that will ship to different locations and stores. We analyze and view these by $'s per store. However, the quote worksheet does not offer a macro view of the quote as a whole. Often times we will manipulate target margins for the whole quote and not per line. Our difficulty is this all needs to be manage manually or we’ll need to create a custom export that would then import back into the ERP (if we have layers of qty breaks that’s even more difficult). Is there any tool or input where you can get a COGS Detail for the whole quote and Select a Margin Target to calculate a price on the quote without doing so by individual line.
thanks,
