SAP Knowledge Base Article - Public

3629595 - Margin Health indicator is not working for rolled up prices

Symptom

  • Margin Health indicator is not working for rolled up prices for configurable (main item/line item) and parent/child products.
  • It will only give a correct indication on the line item or the lowest child item.
  • All the rolled up gross margin values are ignored.

Environment

SAP Sales Cloud CPQ

Reproducing the Issue

  1. Create a quote
  2. Add a configurable (main item/line item) or parent/child product.
  3. Set one time rolled up discount percentage for root item.
  4. It affects all the items below and sets the one time margin health indicator to amber.
  5. But it doesn't affect the rolled up margin health indicator for root item.

    "Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental"

    Cause

    This is expected behavior. Margin health works with values from items, not with rolled up values. 

    Resolution

    To make margin health work with rolled up values, custom calculation is required.

    See Also

    Margin Health | SAP Help Portal

    Keywords

    margin health indicator, rolled up prices, sales cloud cpq, gross margin, parent/child configuration, custom calculation, configurable product , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , Problem

    Product

    SAP CPQ all versions