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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Project quotation and trade agreements

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Posted on by 102

Hi,

When using a project quotation, why doesn't it retrieve the trade agreement placed on the item in the same way as with a sales quotation?

It use the base sales price for the product.

pastedimage1663146199485v1.png

I have the same question (0)
  • Suggested answer
    Charlotte X Profile Picture
    on at

    Hi Phuong N,

    Have you entered the special trade agreements in the project quotation?

    If you only have trade agreements on the items, I think that's the reason.

    Best Regards,

    Charlotte

  • Chloe Nguyen Profile Picture
    102 on at

    How do I enter trade agreements in project quotations?

  • Suggested answer
    Charlotte X Profile Picture
    on at

    This is what I saw in the standard documentation, but I'm very sorry, I didn't find it either.

    pastedimage1663575940739v3.png

    Then I found other possible causes.

    A sales price model specifies the calculation method that is used to determine the final sales price for a transaction. 

    You can enter the charges percentage in the Pricing field.

    pastedimage1663575309197v1.png

    pastedimage1663575889803v2.png

  • Chloe Nguyen Profile Picture
    102 on at

    Hi , yeah I know, but only for hours and expenses not for items.

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