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Hello All,

Is there anyway to setup a markup table in Acumatica driven by stock or non-stock items unit cost? I am looking for something very simple independent from Item or class or customer or project. We have thousands of items and we don’t want to do the math on each item and add markup or sales price for each item. Simply I want the FS Appointment screen look at the item unit cost no matter what that item is and add a Markup based on the Unit Cost and set it as Unit Price. For example in Appointment Line:
1) if unit cost is 0.00-10.00 then unit price is Unit Cost plus 50% 

2) if unit cost is 10.01-50.00 then unit price is Unit Cost plus 40%

3) if unit cost is 50.01-100.00 then unit price is Unit Cost plus 25%

and so on …

 

Any help is appreciated.

Note - AI generated Content

You can implement a custom pricing mechanism by adding a custom field or logic to the FS Appointment screen that dynamically adjusts the Unit Price based on the Unit Cost. You don’t have to set up pricing for each item individually; instead, you create a markup table based on cost ranges.

Steps to Implement:

  1. Custom Markup Logic:

    • First, create a custom logic in Acumatica that applies a markup based on predefined cost ranges. This will trigger automatically whenever you enter a new item in the appointment screen.

  2. Example Markup Table:

    • 0.00 - 10.00 → Markup = 50%
    • 10.01 - 50.00 → Markup = 40%
    • 50.01 - 100.00 → Markup = 25%

  3. Unit Price Calculation:

    • In the FS Appointment Line (or Sales Order Line, if needed), the system would look at the Unit Cost of the item and apply the relevant markup percentage.
    • For example:
      • If the unit cost is $8, the unit price would be $8 + 50% = $12.
      • If the unit cost is $30, the unit price would be $30 + 40% = $42.
      • If the unit cost is $70, the unit price would be $70 + 25% = $87.50.

Customization:

This can be achieved by either:

  1. Customization Project in Acumatica:

    • You would create a Custom Field or Business Event that runs a script or custom formula to apply the markup based on the unit cost ranges you’ve defined.
    • You can then use PXFormula in the Acumatica Customization Projects tool to add the logic directly to the appointment lines, or use a Graph Extension for more control over the calculations.

  2. Custom Automation:

    • A simpler option might be to use a Business Event or Workflow Automation that checks the unit cost when a line is added, and applies the appropriate price automatically.

Testing & Usage:

  • Once set up, test this by creating an FS Appointment, adding items with different costs, and ensuring the unit price is being calculated based on the ranges you defined.

This setup would avoid having to manually maintain markup percentages for thousands of items and allow Acumatica to dynamically handle it based on simple rules, giving you flexibility without extra data entry.

@chameera71 Thank you for asking AI :)

I already have developed the logic but typically questions are about how to do it in Acumatica without customization. Sure, almost we can do anything in Acumatica with customization.

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