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Microsoft Dynamics AX (Archived)

how to estimate project cost in a project quotation in project management & accounting module?

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Posted on by 657

i want to calculate the project based on BOM, i already keyed in the cost price of each BOM item in the released products, but the estimate cost still shows zero.

8816.cost.JPG

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  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Adrian1234,

    Can you share details of the project quotation form and what is entered in the project quotation lines?

    Many thanks and best regards,

    Ludwig

  • Adrian1234 Profile Picture
    657 on at

    Hi Ludwig, here you go

    1777.cost.JPG

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    Does your MAT..0009 item have a cost price setup in the inventory module?

    How did you enter the $ values in the line? Were they automatically filled or did you enter something manually?

    Best regards,

    Ludwig

  • Adrian1234 Profile Picture
    657 on at

    Hi,

    yes it have,

    1067.cost-price.JPG

    and also I entered the $ values in the line manually.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Adrian,

    I am wondering whether your totals form actually shows any value.

    Can you test adding a very simple line for example for expenses or an hour related category with some costs and revenues and check that the totals form actually contains some values?

    Best regards,

    Ludwig

  • Adrian1234 Profile Picture
    657 on at

    Hi Ludwig,

    the totals form shows a value even though i did not put any expenses related category on the lines.

    total-quotation-project.JPG

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Adrian,

    Can you check the cost price of the item number MAT-00009 in your released products form? I would expect to see a cost price of $23300.

    Would be great if you could double check.

    Best regards,

    Ludwig

  • Adrian1234 Profile Picture
    657 on at

    Hi Ludwig,

    yes it is.

    active-cost-price.JPG

    but this means that it does not calculate from its BOM does it?

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Adrian,

    Do you have the following function available, which allows you doing the BOM calculation?

    projquote2.png

    projquote2.png

    Best regards,

    Ludwig

  • Verified answer
    Adrian1234 Profile Picture
    657 on at

    Hi, Ludwig, thx alot, I tried this feature before but I select the "Item procured using" to purchase order instead of production order, now it works.

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