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

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Posted on by Amos Dave

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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.

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Community Member Microsoft Employee on at

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

Yup, see community.dynamics.com/.../814314
Community Member Microsoft Employee on at

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

Hi Pedro,

Did you find a way to make it work properly?

Estelle
Community Member Microsoft Employee on at

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

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.
Amos Dave 111 on at

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

Hi Pedro,

I have set price list for quote. when I see in chargeability view, cost and sales price are visible.
Community Member Microsoft Employee on at

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

Sorry the first image should have been:

On the quote page, select the last arrow, that will show you the ribbon where you can go into Quote Project Price List.
Community Member Microsoft Employee on at

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

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:

It should list something like this: