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Customer Specific Rates for Projects

  • 6 March 2023
  • 1 reply
  • 246 views

iqraharrison
Captain II
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hi,

any recommendations of a workaround (without customization) that would allow projects to use customer specific rates for specific items?  i know i can create rate tables for items (which i have set up to use the price from the item) but am trying to figure out a streamlined way for negotiated rates by customer and item.

i have tried to have the billing rule talk to the revenue budget unit price however, currently, that is not a field i can select (I can only reference the unit rate on the cost budget):

 

Best answer by meganfriesen37

Hi Iqra,

There is an Idea for this option and it looks like you’ve already voted on it

https://community.acumatica.com/ideas/add-customer-to-rate-table-definition-3069

Here’s some things that we’ve done, but both are definitely more maintenance.  it would be a nice feature to have added.

  • Create unique rate tables for each customer
  • Set Project or Task Specific Rates (usually with inventory items) and update the rate tables when new projects are added (this is a pain to maintain though).
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1 reply

meganfriesen37
Captain II
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Hi Iqra,

There is an Idea for this option and it looks like you’ve already voted on it

https://community.acumatica.com/ideas/add-customer-to-rate-table-definition-3069

Here’s some things that we’ve done, but both are definitely more maintenance.  it would be a nice feature to have added.

  • Create unique rate tables for each customer
  • Set Project or Task Specific Rates (usually with inventory items) and update the rate tables when new projects are added (this is a pain to maintain though).

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