Reinventing the wheel is always frustrating and royal waste of time. To avoid that, i am writing this post. This is nothing big but just a small note so that it becomes permanent in my memory and i need NOT spend time on it in future if it crosses my path again.
Sales price field on the project tab in the project PO behaves differently based on whether it is for item or procurement category and whether cost is to be consumed on the project at the time of receipt or not. We are going to discuss all of these scenarios in detail below.
Sales price field on the project tab in the project PO behaves differently based on whether it is for item or procurement category and whether cost is to be consumed on the project at the time of receipt or not. We are going to discuss all of these scenarios in detail below.
Sales price field on the project PO - Items
Without the consumption of cost on project at the time of receipt
When there is no requirement to have cost absorbed on the project at the time of PO product receipt, then the Sales price field on the project PO is editable and user can edit it. The sale price field will pre-populate sales price value if it is already set on the item record (in the Sales tab, Base price) and user will have the ability to change it.
The project parameter for cost not to be consumed on the project is as below:
Sales price setup on the product on sales tab.
With this setting, the user is able to edit the sales price on the project PO.
As stated earlier the price is pulled from the base sales price but user can edit this. This value will be charged to customer when the project invoice is raised for this cost (PO).
With consumption of cost on project at the time of receipt
When there is a requirement to have cost absorbed on the project at the time of PO product receipt, the following parameters needs to be switched on.
Without the consumption of cost on project at the time of receipt
When there is no requirement to have cost absorbed on the project at the time of PO product receipt, then the Sales price field on the project PO is editable and user can edit it. The sale price field will pre-populate sales price value if it is already set on the item record (in the Sales tab, Base price) and user will have the ability to change it.
The project parameter for cost not to be consumed on the project is as below:
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| Cost not to be consumed on project at product receipt |
Sales price setup on the product on sales tab.
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| Base sales price |
With this setting, the user is able to edit the sales price on the project PO.
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| Sales price field is editable on a PO |
With consumption of cost on project at the time of receipt
When there is a requirement to have cost absorbed on the project at the time of PO product receipt, the following parameters needs to be switched on.
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| Project purchase order setting for absorbing cost on project |
However when these parameters are switched on, the system creates a SO of type 'Item requirement' in the background when the project PO is created. On this PO, the Sales price field for the item is 0 and not editable.
Sales price in this case is stamped on the auto created Sales order of type 'Item requirement' and also on the associated 'Item requirement' record, which can be updated. This is price which would then be used when the project invoice is raised for this cost (PO).
Sales price updated on the Item requirement record is reflected on the Sales order record and vice versa.
This value will be charged to customer when the project invoice is raised for this cost (PO).
Sales price field on the project PO - Procurement category
With 'Set the cost price as the sales price by default' parameter switched off
When the project PO is created for a procurement category, then if the the below parameter is switched off, then the sales price is not editable and the sales price is pulled from the sales price setup done for the attached project category.
Sales price on the project PO with procurement category is not editable and the price is pulled from the sales price setup for the category in the projects module.
Sales price pulled from the project sales price setup. This category is linked to the procurement category in the PO line.
If no price is setup then sales price would be 0.
**Cost consumption on the project can only be done for the stocked items, hence if procurement categories are used on the project PO, cost can ONLY be consumed on the project after the PO invoice**
With 'Set the cost price as the sales price by default' parameter switched on
When the project PO is created for a procurement category, then if the the below parameter is switched on, then the sales price is not editable but the sales price is equal to the cost price.
Ideally in this option, sales price should have been editable. I mean system should propose the sales price equal to cost price but the sales price field should have been editable for the user to edit / change. Is this possible in standard? Can anyone shed some light?
Other than this question, now i am comfortable with the 'Sales price edit / no -edit' issue on a project PO for item and procurement category. I hope you all to.
Thanks
Kind Regards
Sarang
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| Sales price field is 0 and not editable |
Sales price in this case is stamped on the auto created Sales order of type 'Item requirement' and also on the associated 'Item requirement' record, which can be updated. This is price which would then be used when the project invoice is raised for this cost (PO).
Sales price updated on the Item requirement record is reflected on the Sales order record and vice versa.
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| Sales price on the Item requirement record. |
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| Sales price on the Sales order line |
This value will be charged to customer when the project invoice is raised for this cost (PO).
Sales price field on the project PO - Procurement category
With 'Set the cost price as the sales price by default' parameter switched off
When the project PO is created for a procurement category, then if the the below parameter is switched off, then the sales price is not editable and the sales price is pulled from the sales price setup done for the attached project category.
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| Set the cost price as the sales price by default - OFF |
Sales price on the project PO with procurement category is not editable and the price is pulled from the sales price setup for the category in the projects module.
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| Sales price is not editable |
Sales price pulled from the project sales price setup. This category is linked to the procurement category in the PO line.
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| Sales price setup in projects module. |
If no price is setup then sales price would be 0.
**Cost consumption on the project can only be done for the stocked items, hence if procurement categories are used on the project PO, cost can ONLY be consumed on the project after the PO invoice**
With 'Set the cost price as the sales price by default' parameter switched on
When the project PO is created for a procurement category, then if the the below parameter is switched on, then the sales price is not editable but the sales price is equal to the cost price.
 |
| Sales price is not editable but same as cost price |
Other than this question, now i am comfortable with the 'Sales price edit / no -edit' issue on a project PO for item and procurement category. I hope you all to.
Thanks
Kind Regards
Sarang
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