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Price List Items Without Set Price

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Posted on by Community Member Microsoft Employee

I'm looking for a little advice on handling a scenario that is pretty common in our line of work. We will have a set price for a service we provide, but there may be some municipality fees or fees related to document retrieval that we pass on to the customer. This fee will vary from order to order since we are engaging municipalities all across the US.

For the sake of keeping the books clean, this fee should exist as an item that the user selects from the price list, but should be editable for the users keying in the data. What I'm finding is, you either get one or the other. If you allow write-ins, you get the edit ability, but then you're at the mercy of whomever is filling out the order that day. If you use a standard item on a price list, you're stuck with whatever the price was when the list was created.

Any ideas on making this a little more dynamic?

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Rutul Chauhan 2 on at

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RE: Price List Items Without Set Price

Hi,

This can be achieve through override price function.

1. Create product of municipalities fees and add it into price list with 0 or define price.

2. Add it into product line.

3. Double click on added product line. There is function Pricing: Select override.

4. User can change Price per unit over there.

Make sure user have permission of override price in their security roles.

Regards,

Rutul