Define Sales Price Criteria

Explanation

The Sales Price Criteria window is used to define which criteria to use when setting up the Sales Prices in Project Reporting. By defining which criteria to use, dynamic columns will be available in the Sales Price window, allowing you to set the price based on the selected criteria.

There are a number of system defined criteria available to use as follows:

In addition, Employee Property Codes defined on Free Fields and Properties tabs in the Employee window can be used as Sales Price Criteria.

When selecting the criteria to use, you also have to define an Evaluation Order. The Evaluation Order sets the priority between the selected criteria, with a lower value for Evaluation Order having a higher priority. The Evaluation Order is mandatory if a given criteria has been used in the Sales Price window, even if the criteria is no longer set to Available.

The Available checkbox defines if a given criteria can be used when inserting a new sales price or when updating an existing sales price. If a criteria has been set as unavailable, it will only be possible to set that criteria to use ’%’ when setting up sales price data. This allows you to phase out the usage of a given sales price criteria. However, note that any existing sales price data that use the criteria will still consider it when evaluating which sales price to use.

Prerequisites

System Effects

Window

Sales Price Criteria

Related Window Descriptions

Sales Price Criteria

Procedure

  1. Open the Sales Price Criteria window.
  2. Create a new record.
  3. Select a Sales Price Criteria.
  4. Enter a value for the Evaluation Order.
  5. Select the Available check box if the criteria should be available for use in the Sales Price window.
  6. Save the record.