•Build a workflow to calculate average gross margin by invoice by product:•Filter journal entry population on [Doc_Type] = “RI” (automated entries).•Filter for Sales: [Object] = “40210”.•Filter for COGS: [Object] = “50125”.•Summarize records on [Object], [Doc_Type], [Doc_Number], [DESCR_2], and [AMOUNT].•Join Sales to COGS on [Doc_Type], [Doc_Number], and [DESCR_2].•Export unmatched records as “Products Not Matched” for further analysis.•Calculate gross margin for matched records:•((Sales – COGS) / Sales)•If Sales = $0, then gross margin = 0%•Export as “Gross Margin Calculated by Invoice by Product Type”.•Summarize by product type (i.e. [DESCR_2]) and average gross margin.•Export as “Gross Margin Calculated by Product Type”.

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