1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Setting up and maintaining Advanced project management
  4. Set up project pricing

Set up sales prices

Set up default sales prices for hour, expense, equipment, fee, and subscription project categories.


Project manager Project manager Start Start Set up sales price for hours Set up sales price for hours Set up sales prices for hours, using the available options to set default information. Procedure 1. Go to Project management and accounting > Setup > Prices > Sales price (hour). 2. Click New. 3. In the Effective date field, enter a date. 4. In the Role ID field, enter or select a value. 5. In the Category field, enter or select a value. 6. In the Resource field, enter or select a value. 7. In the Valid for field, select an option. 8. In the Project ID field, enter or select a value. 9. In the Project contract ID field, enter or select a value. 10. In the Customer account field, enter or select a value. 11. In the Sales currency field, enter or select a value. 12. In the Sales price model field, select 'Contribution ratio'. 13. In the Construction template field, enter or select a value. 14. In the Line property field, enter or select a value. 15. In the Pricing field, enter a number. 16. Close the page. Set up sales price for equipment Set up sales price for equipment Set up sales prices for equipment, using the available options to set default information. Procedure 1. Go to Project management and accounting > Setup > Prices > Sales price (equipment). 2. Click New. 3. In the Effective date field, enter a date. 4. In the Category field, enter or select a value. 5. In the Valid for field, select an option. 6. In the Project ID field, enter or select a value. 7. In the Customer account field, enter or select a value. 8. In the Project contract ID field, enter or select a value. 9. In the Sales currency field, enter or select a value. 10. In the Sales price model field, select 'Qty.'. 11. In the Construction template field, enter or select a value. 12. In the Line property field, enter or select a value. 13. In the Equipment field, enter or select a value. 14. In the Equipment type field, enter or select a value. 15. In the Pricing field, enter a number. 16. Close the page. Set up sales price for expenses Set up sales price for expenses Set up sales prices for expenses, using the available options to set default information. Procedure 1. Go to Project management and accounting > Setup > Prices > Sales price (expense). 2. Click New. 3. In the Effective date field, enter a date. 4. In the Category field, enter or select a value. 5. In the Resource field, enter or select a value. 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 model field, select 'Contribution ratio'. 12. In the Schedule unit field, enter or select a value. 13. In the Construction template field, enter or select a value. 14. In the Line property field, enter or select a value. 15. In the Pricing field, enter a number. 16. Close the page. Set up sales price for fee Set up sales price for fee Set up sales prices for fees, using the available options to set default information. 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. Set up sales price for subscription Set up sales price for subscription Set up sales prices for subscriptions, using the available options to set default information. Procedure 1. Go to Project management and accounting > Setup > Prices > Sales price (subscription). 2. Click New. 3. In the Effective date field, enter a date. 4. In the Category field, enter or select a value. 5. In the Subscription field, enter or select a value. 6. In the Valid for field, select an option. 7. In the Project ID field, enter or select a value. 8. In the Period code field, enter or select a value. 9. In the Sales currency field, enter or select a value. 10. In the Sales price field, enter a number. End End

Activities

Name Responsible Description

Set up sales price for hours

Project manager

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

Set up sales price for equipment

Project manager

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

Set up sales price for expenses

Project manager

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

Set up sales price for fee

Project manager

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

Set up sales price for subscription

Project manager

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

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