Update Unit Price in Project Service

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Posted on by handedee

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Hi,

We have following situation in Project Service.

A Price list has the recommended pricing, but a sales person has permission to negotiate rates and days sold to the customer. When they do this, they can either override the unit price on the quote product line, or they may provide a % discount (more common), reducing the total cost for that service (less common). For example. Our list rate is $1500/day. I provide special project rate to win this business at $1000/day. I quote the customer 10 days work at $1000/day.

How do I manually enter the new rate on the project form or on the order so that the invoice is calculated using the new rate. By default when I attach a price list to the order, it takes the unit price in the price list to calculate actuals.

Thanks

Deeksha