Set up sales prices for fees, using the available options to set default information.


Standard procedure

1. Go to Project management and accounting > Setup > Prices > Sales price (fee).
2. Click New.
3. In the Effective date field, enter a date.
4. In the Category field, enter or select a value.
 

Note: Select as needed.

5. In the Resource field, enter or select a value.
 

Note: Select as needed.

6. In the Valid for field, select an option.
7. In the Project ID field, enter or select a value.
8. In the Project contract ID field, enter or select a value.
9. In the Customer account field, enter or select a value.
10. In the Sales currency field, enter or select a value.
11. In the Sales price field, enter a number.
12. Close the page.
Related to Notes

Set up sales prices

 

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