1. To-Increase Dynamics 365 for Finance & Operations
  2. Advanced project management
  3. Setting up and maintaining Advanced project management
  4. Set up subcontract management
  5. Set up subcontracting to subcontractors

Set up subcontracting pricing

For work that is often or usually subcontracted, you can set up the relevant subcontract pricing that is used as default pricing in the estimation of a project quotation.


Project manager Project manager Start Start Set up category group for subcontract expense Set up category group for subcontract expense For subcontract pricing, you can only use specific subcontract category groups. The required setup for these category groups is: The Subcontract check box is selected. The Transaction type is Expense. For more information, refer to Create category groups for projects. Procedure 1. Go to Project management and accounting > Setup > Categories > Category groups. 2. Click New. 3. In the Category group field, type a value. 4. In the Transaction type field, select an option. 5. In the Category group name field, type a value. 6. In the Line property field, enter or select a value. 7. Select Yes in the Subcontract field. 8. Click Save. Set up shared category for subcontract expense Set up shared category for subcontract expense Create a shared category for each project category that you want to link the subcontract category group. Procedure 1. Go to Project management and accounting > Setup > Categories > Shared categories. 2. Click New. 3. In the Category ID field, type a value. 4. In the Category name field, type a value. 5. Select Yes in the Can be used in Project field. 6. Click Save. Set up project category for subcontract expense Set up project category for subcontract expense Create the project categories to be linked to the subcontract category group. When you create a project category: Use a shared category as created before. Use a subcontract category group as created before. Make sure that on the Project FastTab, the Subcontract is set to Yes and the Transaction type is set to expense automatically. For more information, refer to Create categories for projects. Procedure 1. Go to Project management and accounting > Setup > Categories > Project categories. 2. Click New. 3. In the Category ID field, enter or select a value. 4. Expand the Project section. 5. In the Category group field, enter or select a value. Note: The subcontract flag will switch to Yes upon selecting the category group set as a subcontract. 6. Select Yes in the Active in journals field. Set up subcontract cost price - expense Set up subcontract cost price - expense Set up default cost prices (expense) for work that you often or usually subcontract. For subcontracting cost prices (expense), this setup is required: Use a subcontract Project category. Define the Scheduled unit. To set up a specific price for a specific subcontractor, also define the Subcontractor.   Procedure 1. Go to Project management and accounting > Setup > Prices > Cost 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 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 Price group field, enter or select a value. 10. In the Line property field, enter or select a value. 11. In the Construction template field, enter or select a value. 12. In the Schedule unit field, enter or select a value. 13. In the Subcontractor field, enter or select a value. 14. In the Cost price field, enter a number. Set up subcontract sales price - expense Set up subcontract sales price - expense You can set up default sales prices (expense) for subcontracted work. For subcontracting sales prices (expense), this setup is required: Use a subcontract Project category. Define the Scheduled unit. 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. End End Use subcontract  sales price? Use subcontract  sales price? Yes No

Activities

Name Responsible Description

Set up category group for subcontract expense

Project manager

For subcontract pricing, you can only use specific subcontract category groups. The required setup for these category groups is:

  • The Subcontract check box is selected.
  • The Transaction type is Expense.

For more information, refer to Create category groups for projects.

Set up shared category for subcontract expense

Project manager

Create a shared category for each project category that you want to link the subcontract category group.

Set up project category for subcontract expense

Project manager

Create the project categories to be linked to the subcontract category group.

When you create a project category:

  • Use a shared category as created before.
  • Use a subcontract category group as created before.
  • Make sure that on the Project FastTab, the Subcontract is set to Yes and the Transaction type is set to expense automatically.

For more information, refer to Create categories for projects.

Set up subcontract cost price - expense

Project manager

Set up default cost prices (expense) for work that you often or usually subcontract.

For subcontracting cost prices (expense), this setup is required:

  • Use a subcontract Project category.
  • Define the Scheduled unit.
  • To set up a specific price for a specific subcontractor, also define the Subcontractor.

 

Set up subcontract sales price - expense

Project manager

You can set up default sales prices (expense) for subcontracted work.

For subcontracting sales prices (expense), this setup is required:

  • Use a subcontract Project category.
  • Define the Scheduled unit.

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