Does anyone notice this? If we have an Unit Price entered first in Change Request and then enter the Unit Cost, the Unit Price will be overriden to the same as Unit Cost.
Solved
Updating Unit Cost in Change Request is overriding Unit Price
Best answer by Laura02
Hello,
I am looking in the Help, Form Reference section where each field is defined & Explained. Below is Project Quote help. Next I selected the Estimates tab, and scrolled to the Cost & Price fields shown below.
It seems the Project Quote is not using the % Markup field from Project Preferences. Quotes DO use Sales Pricing (such as for the customer or item, promotions, etc.).
Laura
+19Hello,
The behavior is described in Acumatica Help for Change Requests:
- Cost defaults from Inventory Stock Item (if used).
- Price Markup % on Price/Cost tab of the Stock Item is used to populate the Price for the item on a Change Request’s Estimate tab.
- If Price Markup % on the Stock Item = 0% then the Price will be set to the Cost of the Stock Item, unless Default Price Markup % is populated in Project Preferences with something other than 0%.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
Laura02 wrote:
Hello,
The behavior is described in Acumatica Help for Change Requests:
- Cost defaults from Inventory Stock Item (if used).
- Price Markup % on Price/Cost tab of the Stock Item is used to populate the Price for the item on a Change Request’s Estimate tab.
- If Price Markup % on the Stock Item = 0% then the Price will be set to the Cost of the Stock Item, unless Default Price Markup % is populated in Project Preferences with something other than 0%.
Laura
Laura, thank you for the clarification!
Laura02 wrote:
Hello,
The behavior is described in Acumatica Help for Change Requests:
- Cost defaults from Inventory Stock Item (if used).
- Price Markup % on Price/Cost tab of the Stock Item is used to populate the Price for the item on a Change Request’s Estimate tab.
- If Price Markup % on the Stock Item = 0% then the Price will be set to the Cost of the Stock Item, unless Default Price Markup % is populated in Project Preferences with something other than 0%.
Laura
Laura, how does it work differently with Project Quote? In Project Quote, updating Unit Cost is not overriding Unit Price with Default Price Markup% as 0.
+19Hello,
I am looking in the Help, Form Reference section where each field is defined & Explained. Below is Project Quote help. Next I selected the Estimates tab, and scrolled to the Cost & Price fields shown below.
It seems the Project Quote is not using the % Markup field from Project Preferences. Quotes DO use Sales Pricing (such as for the customer or item, promotions, etc.).
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
Laura02 wrote:
Hello,
I am looking in the Help, Form Reference section where each field is defined & Explained. Below is Project Quote help. Next I selected the Estimates tab, and scrolled to the Cost & Price fields shown below.
It seems the Project Quote is not using the % Markup field from Project Preferences. Quotes DO use Sales Pricing (such as for the customer or item, promotions, etc.).
Laura
Got it! Thank you!
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.