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Flow of costs

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Direct unit costs

When items and resources are inserted on the ProjectBudget or planning line:

  • The Last Direct Unit Cost from the Item card is copied to the Direct Unit Cost (LCY) on the ProjectBudget or planning line.

  • The Direct Unit Cost from the Resource card is copied to the Direct Unit Cost (LCY) on the ProjectBudget or planning line.

  • The above is overruled when a Default Purchase Price List is specified in Projects Setup.

  • The Direct Unit Cost in the ProjectPlanning line is not editable and is therefore for information only.

Purchasing

  • Items are purchased through the Order Planning action, which creates a requisition line.

  • The Unit Cost from the ProjectPlanning line is copied to the Unit Cost of the requisition line.

  • The Unit Cost of the requisition line is copied to the Direct Unit Cost of the purchase line.

    • This procedure is specific to Advanced ProjectManagement to ensure that the Unit Cost from the ProjectPlanning line flows to the Direct Unit Cost on the purchase line.

  • For non-inventory items, service items, and resources, you can create a direct purchase order without Order Planning.

    • In this scenario, the Unit Cost from the ProjectPlanning line is copied to the Direct Unit Cost on the purchase line, in line with Microsoft Dynamics 365 Business Central.