Margin Exception Report

The Margin Exception report lists every order with shipped lines waiting to be billed whose computed margin falls outside your configured Minimum and Maximum Sales Margin. The configured bounds are restated at the top of the page so you can see them at a glance.

Open it from {menu:margin-exception|ejsCTU5QlI}.

Using the Report

Review the listed orders before billing to catch underpriced (or unusually high-margin) work. The margin bounds come from your AR settings (Admin → Billing → Company Options).