Fixed Price Projects: create a category for sales value ax2012r3

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Posted on by Nieves

Hi all,

I´m trying to create a project group for a fixed priced project to be linked

I need to select a "Sales value". For that I have created a project category (Trans type = fee - i´ve read some indications about that on the internet) but i´m still not able to select "Estimate" check marked and i guess that is the reason why i can´t select that project category in my project group creation (sales value field). Thanks.

This is the error i get:

"Category for sales value estimate is mandatory for matching principle Sales value"

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André Arnaud de Cal... 304,138 Super User 2026 Season 1 on at

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Hi Nieves,

If you disable the option Active in journals, you should be able to activate the Estimate option. They can't be enabled together.

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Nieves 5 on at

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Hi André, thanks a lot for the reply.

I´ve unmarked the "active in journals" but the estimate option is still disable. Am i missing something else? Thanks in advance.

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André Arnaud de Cal... 304,138 Super User 2026 Season 1 on at

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Hi Nieves,

Have you tried to refresh the data on the form? You can e.g. go to another record and back to get the coding triggered which should unblock this field.

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StephenWang 15 on at

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I am facing with the same problem that the Estimate field can not be checked even though the "Active in journals " is unchecked.

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StephenWang 15 on at

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Hi Nieves,

I have found out the rooted cause, the Estimate field is only available for the transaction type (Fee or Expense).

===========================

case ProjCategoryType::Cost:

if (projCategory.SetupEstimate)

{

projCategory_ds.object(fieldNum(ProjCategory, ProjCategoryEmplOption)).allowEdit(false);

projCategory_ds.object(fieldNum(ProjCategory, TaxItemGroupId)).allowEdit(false);

projLinePropertyId.enabled(false);

}

else

{

projCategory_ds.object(fieldNum(ProjCategory, ProjCategoryEmplOption)).allowEdit(true);

projCategory_ds.object(fieldNum(ProjCategory, TaxItemGroupId)).allowEdit(true);

projLinePropertyId.enabled(true);

}

setupEstimate.allowEdit(projCategory.RecId==0);

setupSubscription.allowEdit(false);

setupCategory_Active.allowEdit(!projCategory.SetupEstimate);

break;

case ProjCategoryType::Revenue:

setupEstimate.allowEdit(true);

setupSubscription.allowEdit(true);

setupCategory_Active.allowEdit(true);

if (projCategory.SetupEstimate || projCategory.SetupSubscription)

{

projCategory_ds.object(fieldNum(ProjCategory, ProjCategoryEmplOption)).allowEdit(false);

projLinePropertyId.enabled(false);

//disable if record already saved and estimate or subscrition is marked

if (projCategory.RecId &&

projCategory.orig().SetupEstimate || projCategory.orig().SetupSubscription)

{

setupEstimate.allowEdit(false);

setupSubscription.allowEdit(false);

setupCategory_Active.allowEdit(false);

}

}

else

{

projCategory_ds.object(fieldNum(ProjCategory, ProjCategoryEmplOption)).allowEdit(true);

projLinePropertyId.enabled(true);

}

if (projCategory.SetupEstimate)

{

projCategory_ds.object(fieldNum(ProjCategory, TaxItemGroupId)).allowEdit(false);

}

==========================

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