Sales price - fee (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Setup > Prices > Sales price (fee).

–or–

Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Plan tab, in the Sales prices group, click Fees.

–or–

Click Project management and accounting > Common > Projects > Project contracts. On the Action Pane, on the Project contract tab, in the Sales prices group, click Fees.

–or–

In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resources. On the Action Pane, on the Project resource tab, in the Maintain group, click Sales prices, and then click Sales price - fee.

–or–

In Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2: Click Project management and accounting > Common > Project resources > Resource availability. On the Action Pane, on the Project resource tab, in the Maintain group, click Sales prices, and then click Sales price - fee.

Use this form to set up the sales prices for fee transactions.

You can set up a standard sales price for fee transactions or for a project category. You can also set up sales prices by worker number, by project number, by category, by transaction date, or any combination thereof.

The actual sales price, which is applied when a worker enters a transaction in the Fee journal, is the sales price with the highest level of detail. For example, if both a general and a worker-specific sales price are set up, the system selects the worker-specific sales price.

Tasks that use this form

About cost prices, sales prices, and transfer prices in projects

The following table provides descriptions for the controls in this form.

Filter

Filter

Description

Display

Specify the types of sales prices that you want to view in the grid:

  • Table – View only the sales prices that have been configured to apply to certain projects.

  • Group – View only the sales prices that have been configured to apply to certain price groups.

  • All – View only the sales prices that have been configured to apply to all projects and price groups.

Tip

To view all three types of sales prices in the grid at the same time, clear the Display field.

Fields

Field

Description

Effective date

Enter the date that the sales price is effective.

Category

Select the category to which the sales price will apply.

Worker

Enter the worker number to associate with the current sales price. Worker numbers are maintained in the Worker form.

Valid for

Select an option to determine the price groups or projects that the sales price applies to:

  • Table – Applies to a certain project only. Select the project in the Project ID field.

  • Group – Applies to a certain price group only. Select the price group in the Price group field.

  • All – The sales price can be used for all projects and price groups.

Project ID

Select the ID of the project to which you want to assign the sales price. This field is required and enabled only when you select Table in the Valid for field.

Price group

Select the price group to which you want to assign the sales price. This field is required and enabled only when you select Group in the Valid for field.

Sales currency

Enter the currency for the sales price that you are setting up.

Sales price

Define the basis of the sales-price calculation. The sales-price calculation is based on local currency. The final sales price might be changed by taxes, discounts, or other factors.

See also

About sales price models

Project categories (form)

Sales price - Subscription (form)

Sales price - expenses (form)

Sales price - hour (form)

Reserve a specific worker for a project

Key tasks: Assign workers to projects based on availability

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).