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Microsoft Dynamics CRM (Archived)

Quote line detail is not showing sales price and cost price in PSA

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Posted on by 111

Quotation is zero when i try to create quote line details. i have added cost price in organisation unit and sales price in opportunity still the price of sales and cost is zero.

07214.Screenshot_5F00_3.png

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  • Community Member Profile Picture
    on at

    Hi,

    Please double check if the quote has a Project Price list associated, in latest version that does not seem to be copying over from the Customer record:

    6431.Capture.JPG

    It should list something like this:

    6431.Capture.JPG

  • Community Member Profile Picture
    on at

    Sorry the first image should have been:

    5086.Capture2.JPG

    On the quote page, select the last arrow, that will show you the ribbon where you can go into Quote Project Price List.

  • Amos Dave Profile Picture
    111 on at

    Hi Pedro,

                 I have set price list for quote. when I see in chargeability view, cost and sales price are visible.

  • Community Member Profile Picture
    on at

    You should be able to set it to the customer too, and newer orders will automatically pick it up (however, I think in the later version that's not working very well) so always make sure on a per order basis.

  • Community Member Profile Picture
    on at

    Hi Pedro, 

    Did you find a way to make it work properly? 

    Estelle

  • Community Member Profile Picture
    on at

    Yup, see community.dynamics.com/.../814314

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