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I have a project and a contract (Price List A). It has now been decided that the project will be charged using a different rate (Price List B). How do I update the project to use rate B?
I have (in test)
1) Cancelled the order, reactivated the project and created a new project contract with rate B - i received an error msg (below)
"The combination of project, and the values of Include Time, Expense and Fee flags should be unique to a line. If you contact support, please provide the technical details."
2) Added the new price list to the order and then chose that price list in the changeability view ( attached screen shot that shows standard price is still $215) - Entered a timesheet and it still charged at the old rate
Can you please tell what is the best way to make this change?
An Order always drives pricing as a whole. What I mean is all projects on an Order always use the same Project Price List. If you have 2 projects on 1 Order and they need to have different sales prices, you need to create an Order per project.
The error you are getting means that you have multiple order lines on which Time/Expense/Fee combinations are not unique. For example:
Order Line T&M for Project X, Time = YesOrder Line FP for Project X, Time = Yes
The above combination will result in the error you're seeing.
I don't have another Order on the project. Would it be looking at the cancelled order and compare it with the new order for the same project?
I need to understand how to actually change a price list against a running project. In a perfect setting, all you need to do is to move the contract to in-draft --> update the project price list on the contract --> move project back to confirmed. Is this the way to do it? Is there any other consideration.
Hers is what you can do:
1. On your old contract, open the contract line and remove the reference to the project there. Save the contract line.
2. On the new contract, open the contract line and add the reference to your project. Save the contract line.
3. Time entries will now use the prices from the new contract.
I hope it helps.
I can now save the new contract but the time entries and not showing the new price.
If i just remove the project reference to the old contract and leave it in draft, the new time entries are picking up the old price. I cancelled the old contract and the time entries are picking up $0 as the price.
I have tried both above with a new confirmed contract with the new price list. I am at lost and a bt frustrated as i am not sure what i am doing wrong.
At this point i have changed the price list on the account and contract (changed the price as well as deactivate an old contract and create a new contract.
I am at lost with what else i can try unless i will have to create a new project with a new price list but surely this cannot be the case?
Contract status is ignored by PSA, so no point trying to change it.
Sales pricing is controlled through price list on your contract.
You find that price list on the contract record on a tab with contract price lists.
Contract must have a contract line of type time and materials and a project reference.
If you have approved time entries, you need to cancel the approval and re-approve. The re-approved time entries/journal lines/actuals will use the new prices.
New time entries should use the correct price.
The process explaining how transactions get created from approved time entries is presented here:
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