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Session Id :
Finance | Project Operations, Human Resources, ...
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Project transaction cost/sales price - rules of priority

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Posted on by 168

I am trying to locate documentation for the rules of precedence when determining project journal line cost and sales, based on the setup in the Cost Price - Hour, and Sales Price - Hour setup.

Microsoft added the "role ID" to that form, and I am not clear on how it works with the other parameters.

The Microsoft Docs page is quite high level in its description...

https://docs.microsoft.com/en-us/dynamics365/finance/project-management/tasks/configure-standard-costs-labor-expenses

I have the same question (0)
  • qianwang Profile Picture
    7,168 on at

    Hi Zvika Rimalt,

    The role is used to search for available resources and you can set up role-based pricing by using Cost price (hour). docs.microsoft.com/.../project-resourcing

    Regarding the priority rules of price, maybe the following document can make you understand better.

    docs.microsoft.com/.../about-cost-prices-sales-prices-and-transfer-prices-in-projects

    regards,

    QianQW

  • Rahul Mohta Profile Picture
    21,032 on at

    prices always gets searched from generic to most specific combinations

    e.g. if role is specified and resource is not then this price would be taken

    if both specified then resource would be taken

  • ZvikaR Profile Picture
    168 on at

    Thanks Qian.

    The second resource you included is for AX2012. Do you know the behavior have not changed?

    It does not mention "role" since that functionality did not exist back then.... 

  • ZvikaR Profile Picture
    168 on at

    thanks Rahul.

    First, it is not always clear to me what is "more specific": project category or sales group

    Second, it does not seem to work the way you describe for COST when ROLE is involved.

    No matter what role is selected on the journal line, the system does not pick up the cost price set up for that role.

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