Item Prices Setup

The Microsoft Dynamics 365 Business Central Sales Pricing Experience feature is available and can be enabled through Feature Management for Progressus with the Microsoft Dynamics 365 Business Central 20 release.

Warning

If you enable this new feature in Feature Management in Business Central, you cannot revert back to the previous pricing method with Progressus Item Pricing.

Warning

Project Item Pricing will not work with Progressus. Note that the Sales Pricing Experience feature only applies to Items. Resources and Expenses pricing continue to use the Progressus pricing methodology.

Video

Microsoft Item Pricing Enhancement - This video covers the Microsoft Business Central Sales Pricing Experience, specifically related to Item Pricing with Progressus.

Enhanced Sales Pricing Menus

Once the Microsoft Dynamics 365 Business Central Sales Pricing Experience feature is enabled in Feature Management, you can access the pages through the Role Center > Processing > Items and Expenses Setup:

  • Sales Project Price Lists: View or setup sales project price lists for products that you sell to the customer. A product price is automatically granted on invoice lines when the specified criteria are met, such as project, task, quantity, or date. For more information on setting up items using the New Pricing Experience, see: Setting up Item Prices using New Pricing Experience

  • Sales Price Lists: View or setup sales price lines for products that you sell to the customer. A product price is automatically granted on invoice lines when the specified criteria are met, such as project, task, quantity, or date. For more information on Enhanced Sales Prices, see: Record Special Sales Prices and Discounts

  • Purchase Price Lists: View or setup purchase price lists for products that you buy from the vendor. A product price is automatically granted on invoice lines when the specified criteria are met, such as vendor, project, task, quantity, or date. For more information on Enhanced Purchase Prices, see: Record Special Purchase Prices and Discounts

  • Prices Overview: View or setup purchase prices for products that you buy from the vendor. A product price is automatically granted on invoice lines when the specified criteria are met, such as vendor, project, task, quantity, or date. For more information on Enhanced Purchase Prices, see: Record Special Purchase Prices and Discounts

    Enhanced Sales Pricing Menu

For more information on Enhanced Sales Pricing see: Enhanced Sales Pricing by Microsoft Dynamics 365 Business Central

Progressus Items Prices

If you are not using the Enhanced Sales Pricing Experience, use Item Prices to set up project or task specific prices for items you purchase.

  1. Navigate to the Role Center > Actions > Setup > Items & Expenses Setup.

  2. Select New from the ribbon.

  3. Project No.: Specifies the number of the related project.

  4. Project Task No.: Specifies the number of the task if the item price should only apply to a specific project task.

  5. Item No.: Specifies the item to which this price applies. Choose the field to see the available items.

  6. Unit of Measure Code: Specifies how each unit of the item or resource is measured, such as in pieces or hours. By default, the value in the Base Unit of Measure field on the item or resource card is inserted.

  7. Currency Code: Specifies the default currency code that is defined for a project. Project item prices will only be used if the currency code for the project item is the same as the currency code set for the project.

  8. Unit Price: Specifies the price of one unit of the item or resource. You can enter a price manually or have it entered according to the Price/Profit Calculation field on the related card.

  9. Unit Cost Factor: Specifies the unit cost factor, if you have agreed with your customer that he should pay certain item usage by cost value plus a certain percent value to cover your overhead expenses.

  10. Line Discount %: Specifies a specific discount percent that applies to this line. This is useful, for example, if you want invoice lines for the project to show a discount percent.

  11. Description: Specifies the description of the item you have entered in the Item No. field.