In project change orders, the actual project sales price setup for hours, expenses and fees is used. However, you can define project change order-specific price setup for specific categories.
These prices are applicable to the whole project change order. However, if you have defined a specific price for a sub-project, the project change order price isn't applicable. Instead, the sub-project-specific price is applicable to the sub-project and all lower work breakdown structure levels under the sub-project.
If you transfer a project change order to a project, for each project change order-specific price setup, a project-specific line is added to the related project sales price setup.
1. | Click Project management and accounting -> Common -> Change orders -> Project change orders. |
2. | On the Project change orders list page, select a project change order with status Created. |
3. | On the Action pane, on the Quotation tab, in the Control group, click Quotation Margin. |
4. | On the Project quotation margin form, click Get actual prices. On the dialog, click OK. As a result, the latest prices are retrieved from the project price setup. |
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Note: On the Get actual prices dialog, if the Overwrite check box is:
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5. | Make the required changes to the prices. You can change the Sales price model and the Pricing. |
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Note: If you make a change, automatically these check boxes are selected:
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6. | Apply the changed prices to the work breakdown structure of the project change order. To apply:
As a result:
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Note: If a project-specific price is defined, the price setup is not updated for this project node and its sub-project nodes. |
7. | Close the Project Quotation Margin form. |
Related to | Notes |
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Define price for project changes |
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