Define Override Sales Price for Deliverable Line
Explanation
This activity can be used when it is necessary to set an override sales price
for a deliverable line. This can be useful when the calculated sales price for a
deliverable line is in need of adjustment. An example could be to get rounded
figures. The calculation might end up with odd figures for the deliverable lines
which then are in need of rounding before continuing with the quote process.
The override sales price is defined per deliverable line and in the
customer’s currency.
Prerequisites
This activity requires that;
- An estimate must exists which isn’t Closed,
Cancelled or Completed.
- The estimate must have a customer connected that has a version included
containing a deliverable line representing a generic item
- The version included for the customer cannot be processed to
Completed.
System Effects
An Override Sales Price/Curr is defined for a
deliverable line.
Window
Estimate
Related Window Descriptions
Estimate/Deliverables
Procedure
- Open the Estimate window.
- Search for the Estimate ID with the customer connected
with a version included that has a deliverable line which an
Override Sales Price/Curr shall be set for.
- Click on the Deliverables tab.
- In the lower table put the cursor in the Override Sales
Price/Curr field, enter override value.
- Save.