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Where to setup hr costs?

Posted on by 5

Hi community,

I'm currently doing a proof of concept in order to migrate our sales, finance and project management tasks to Dynamics 365.

I've created some roles and resources(with prices) and I've also created a quote with some workload for these resources. The price of the quote is well calculated, but the costs are 0 (so the margin is 100%...). Since then I'm struggling to understand how to define the costs for each resource.

Could someone help with this?

Thanks in advance,

Olivier

  • Trst Profile Picture
    Trst 5 on at
    RE: Where to setup hr costs?

    Dear Juan,

    Thank you very much, everything works as expected now.

    Best regards,

    Olivier

  • Verified answer
    Juan Simon Profile Picture
    Juan Simon 996 on at
    RE: Where to setup hr costs?

    Hi,

    You need to Add the COST Price List to the Organizational Unit as well.

    pastedimage1666308585366v1.png

    Then repeat the process of importing the project into the Quote until it syncs the information again.

    Note: Make sure the resources you chose for the project are ALSO linked to that Organizational Unit, as below:

    pastedimage1666308593450v2.png

    Hope this helps! Please, mark this as answered!

    Thanks,

  • Trst Profile Picture
    Trst 5 on at
    RE: Where to setup hr costs?

    Dear Juan,

    Thank you for your answer!

    I went through the 3 first steps, and I've associated the Sales price to the quote. But I don't manage to associate the cost list as well.

    So I have a quote with budget but no costs (margin 100% :( )

    What do I miss?

    Thanks again for your support!

    Olivier

  • Juan Simon Profile Picture
    Juan Simon 996 on at
    RE: Where to setup hr costs?

    Hi Olivier,

    These are the steps that you need to set it up:

    1. Create Roles
    2. Associate Roles with Bookable Resources (generic or real)
    3. Create COST/SALES price lists (include the roles and their rates here)
    4. Attach these to the Account, Quote, or Contract level

    So, rates for cost/sales are attached to Roles and not users directly!

    Tip: First create the Cost price list with all the roles you need and COPY that to create the Sales one (so you will not miss any). Just make sure after you copy the record to set it as a sales type.

    More resources: Set up price lists | Microsoft Learn

    Please, mark this as answered!

    Follow my blog: www.d365hacks.com

    Thanks,

    Juan Simon

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