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Supply chain | Supply Chain Management, Commerce
Suggested answer

How to prevent the sales unit price reset when I change purchase order?

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Posted on by 75

Hello Experts,

When I change something on purchase order, the unit price of sales order would be reset. How do you prevent unit price reset?

To Reproduce

It is reproducible with demo data such as USMF company. Steps to reproduce the behavior:

  1. Go to 'Project management and accounts > Projects > All projects'.
  2. Create a new project. Let's get started with..
    Name: "Midrange stereo install", Project contract ID: "000058 Oak Company", Project type: "Time and material".
  3. Update project status to In process via 'Project > Maintain > Project stage > In process'.
  4. Create a new sales order from 'Manage > New > Item task > Sales order'.
  5. Add an item to sales order lines. Let's say we have received an order for "D0001 Mid Range Speaker".
    If you use an item D0001 in USMF company, the default sales price should be USD480.00 from the trade agreements.
  6. Update sales unit price to something different from default value. E.g. from USD480.00 to USD485.00.
  7. Create a new purchase order from 'Sales order > New > Purchase order'.
  8. Open the purchase order you just created via 'General > Related information > Purchase order'.
  9. Update purchase unit price to something different from current value. E.g. from USD302.71 to USD303.00.
  10. Go back to the previous sales order via 'General > Related information > Related orders'.
  11. You will find the sales unit price has been reset to default value, not one you updated by the step #6.

Expected behavior

The sales unit price should remain, even the purchase unit price has been changed.

Screenshots

How to prevent the sales unit price reset

Version

  • Finance & Operations 2020 release wave 1
  • product version : 10.0.9 (10.0.383.10010)
  • platform version : Update33 (7.0.5559.35512)

Additional context

  • It seems like it would not reproduced if it is not started from project.
  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,014 on at
    RE: How to prevent the sales unit price reset when I change purchase order?

    also could try 

    pastedimage1593948641449v1.png

  • Suggested answer
    Seiji Momoto Profile Picture
    Seiji Momoto 75 on at
    RE: How to prevent the sales unit price reset when I change purchase order?

    The problem could be solved if you had applied both of the updates below:

    1. Application release Finance and Operations 10.0.11
    2. KB 4541021 Price is cleared on project-based intercompany sales order

    The description of KB 4541021 (Issue 414877) says:

    Updated the code that price will not clear on project SO with intercompany order.

  • Seiji Momoto Profile Picture
    Seiji Momoto 75 on at
    RE: How to prevent the sales unit price reset when I change purchase order?

    Thank you everyone for all the suggestions. I have taken a look at the answers here. But I am not sure yet if I can deal with it.

    Rahul,

    I am sorry I do not understand how can I do that. Could you please explain more about it?

    I am looking at "Accounts receivable parameters > Updates > Update order lines" but I cannot find "price search and field on SO line". Or do you talk about code modification?

    QianQW,

    The bug #425289 looks like similar to the problem that I described. I found the binary updates for v10.0.9 on LCS. But I am assuming it is already released.

    KB 4551077: Unit price on project sales order is deleted automatically after firming pegged planned purchase order

  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,014 on at
    RE: How to prevent the sales unit price reset when I change purchase order?

    pls let us know if our responses helped

  • qianwang Profile Picture
    qianwang 7,151 on at
    RE: How to prevent the sales unit price reset when I change purchase order?

    Hi Seiji,

    I've seen a similar bug on LCS. Please search and download the updates to try.

    fix.lcs.dynamics.com/.../1154346

    Regards,

    QianQW

  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,014 on at
    RE: How to prevent the sales unit price reset when I change purchase order?

    use AR parameters  for update lines, price search and field on SO line ManualEntryChangePolicy to control the override

  • Reyaz@Alfa Profile Picture
    Reyaz@Alfa 2 on at
    RE: How to prevent the sales unit price reset when I change purchase order?

    Hi Seiji,

    Please refer to below thread. There is similar discussion that may help you.

    community.dynamics.com/.../unit-price-on-sales-order-lines-update-automatically-when-any-data-is-changed

    Regards

    Reyaz Ahmed

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,661 Super User 2024 Season 2 on at
    RE: How to prevent the sales unit price reset when I change purchase order?

    Moved to the Dynamics 365 SCM forum.

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