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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / how to uplift sales pr...
Microsoft Dynamics AX (Archived)

how to uplift sales prices by a % on projects with a certain contract at point of posting?

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Posted on by Community Member

All,

Is there a way to get the project transactions of type 'Item' to add 25% to the sales price on certain projects? I know we can do adjustments individually, but I need something automatic.  Current default is 'sales price = cost price'.

Price groups are used for Hour bookings, attached to the contact, but you obviously cant set a 'price' for material costs, they are what they are.

Any ideas?

thanks

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi AXfinance,

    Sales prices for items are not directly determined in the project module. If you have some customer specific prices you should be able to achieve this by entering a price/discount agreement journal.

    Material costs are not customer specific and are setup either in costing versions or at the item master level.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    thanks Ludwig, we don't use the inventory module, I am referring to materials bought via Purchase order, which show as transaction type 'item' in the projects.  I can't therefore set a 'price' as it will be whatever the invoice cost is, I just need to add 25% to the 'sales price' to be invoiced on the project somehow,

    regards

    AXF

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi AXF,

    In the item master you can for example make use of the sales price model 'charges percentage' and add 25% on top of the purchase price. This price will then be used as the project sales price and can be identified in the project tab of the purchase order. The disadvantage of doing this is that the price will be applied for all customers/projects.

    If you do not like that, enter the sales price in a price agreement journal and post it. The price will then be used as sales price for your project. This does not have to be done manually but for example by an upload.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Thanks Ludwig, I have found the charges percentage on the 'sales price-expense' form that allows me to specify a 25% uplift just for the project contract I want, which works fine for invoices posted via the invoice journal.  Can I not do the same thing for purchase orders (items)?  I don't understand your reference to the 'item master' as we don't have items set up as inventory.

    thanks

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