On a project quotation work breakdown structure, you can use projects in the hierarchy.

The default sales prices for these projects are defined by the sales prices in the quotation margin.

However, for each project in the work breakdown structure, you can also define a specific sales price for specific categories.

These project-specific prices are applicable to the project and all lower work breakdown structure levels under the project.

However, if you have defined a specific price for a sub-project, the project-specific price isn't applicable.

Instead, the sub-project-specific price is applicable to the sub-project and all lower WBS levels under the sub-project.

If you transfer a project quotation to a project, for each (sub-)project-specific price setup, a (sub-)project-specific line is added to the related project sales price setup.


Standard procedure

1. Click Advanced project management.
2. Click Project quotation.
3. In the list, click the link in the selected row.
4. Click Advanced WBS.
5. Click Edit.
6. Click Quotation statement.
7. Click Get actual prices.
8. Click OK to get the latest prices from the project price setup.
 

Note: On the Get actual prices dialog, if the Overwrite toggle button is:
- Cleared, only the prices are updated for which the Override check box is cleared as well.
- Selected, all prices are updated.

9. If you make a change to the root project node in the work breakdown structure, automatically the Manual override check box is selected.
Manual override indicates that the price is changed manually.
If you change the price for another project in the work breakdown structure, the Manual override check box remains cleared.
Instead, the line price is shown next to the original price.
  Select the root project node.
10. Select any category under the project quotation prices list for which you want to change the price.
11. Make the required changes to the prices. You can change the Sales price model and the Line pricing.
  In the Line pricing field, enter a number.

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