Setting up Sales Price (hour)

  • Setting up Sales Price (hour)

    Posted by Rachel Espy on October 5, 2018 at 4:46 pm
    • Rachel Espy

      Member

      October 5, 2018 at 4:46 PM

      We’re investigating alternatives to see if we can use Project Categories in for utility we currently achieve with function code in the system we are retiring. We’re very close, but are running into a stumbling block.

      Setting up a Sales Price (Hour), there’s a hierarchy: a worker specific rate, overrides a rate assigned to a Project Category. We do calculations to establish hourly billing rates that eliminate certain function codes (e.g., 60) essentially allowing staff to charge time to a function code, but those hours have a Sales Price of $0.

      In AX, this logic will work if there’s a way that we can have Project Category that has been assigned a Sales Price, override rates assigned to workers. In other words, flip the sequence AX looks at the hierarchical logic. WonderingĀ if there’s a straightforward way to make that change.

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      Rachel Espy
      System Architect
      Ducks Unlimited Inc.
      Memphis TN
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    • Zvika Rimalt

      Member

      October 5, 2018 at 6:06 PM

      Try setting up 2 lines:
      one for worker only
      one for worker AND category

      The second is supposed to override the price of the first

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      Zvika Rimalt
      Functional Consultant
      Vancouver BC
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      ——————————————-

    • Mark Prouty

      Member

      October 8, 2018 at 10:15 AM

      ?Is it possible to setup these transactions with a Line property of No charge?

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      Mark Prouty
      Programmer / Analyst
      ANGI Energy Systems
      Janesville WI
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      ——————————————-

    • Gail Kruger

      Member

      October 8, 2018 at 4:50 PM

      Hi,

      I think the only way you are going to achieve this is if you set up that project category for every worker šŸ™ When you use an “All” option, that’s when the “Table” options will take preference. So you will need to use Table as below:

      Sales Price Setup

      ——————————
      Gail Kruger
      Ultimate Positioning Group
      Australia
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      ——————————————-

    Rachel Espy replied 8 years ago 1 Member · 0 Replies
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