How to Set up margin alerts for sales orders in dynamics 365?

A margin alert is triggered when you add an item to an order. The alert contains important information about the item, including the price margin and item profitability. You can use this information to decide whether a price override is appropriate when you add an item to the sales order.

Setup

1- enable price details 

go to Accounts receivable > Setup > Accounts receivable parameters.

click prices tab and enable prices details

2- enable and set margin alert 

click margin alert tab and enable margin alert

setup acceptable margin percentage and questionable margin percentage

for example as above:: alert you an error for margin below 10 % and warning from (10-20 )%

Transaction

create a sales order and apply scenarios that achieve margin percentages

go to Accounts receivable > orders > All sales orders 

create a sales order and add an item to sales order line form

first line:: estimated  margin below 10 % so margin alert as error

second line:: estimated  margin below 20 % and above 10 % so margin alert as a warning

third line:: estimated  margin above 20 % so margin alert as OK


Taking in your consideration 

Margin percentage = (Sales price – Item cost)/Sales price*100%

Thanks.