Define job-specific prices and discounts on items

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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used

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Presenter: Mette Thavlov Neukirch

How do you manage item prices for jobs?

On the job, we have the option to set up some job-specific prices. So, we might use this if we’re not using customer price groups, but only want to set a price for this specific project for the customer.

This is what happens in the video

As you can see there are three different ways to set up prices for G/L accounts, resources, and items. In this video we will look at the items.

There are different ways to define prices or different approaches.

I can define prices down to job tasks, or I can define a price that is valid for the whole job if I leave the job task number blank, and that’s the general rule across all of these fields. If I leave it the value blank it will mean that it covers all types.

So blank job task number means that it’s valid for all of these job task numbers.

If I want to set up a specific item price on a specific item, I will choose it on the list. I can for example choose the street sport bike within normal unit price a 5,999,00. I can also define specific setups for the unit of measure.

If the price is only valid for a specific currency code, I will leave the currency code blank as I’m using local currency. I could define unit price for this bike for 5000 on this project, and I might want to create a new price for Street Touring bike.

Here, I might not want to give them a specific unit price on the job, but maybe an agreed discount. I can also set up a unit cost factor if you want the customer to pay by a factor on the cost. So, we could do that on 1011.

And say that they should pay cost plus 20%, and since it’s a factor, it will be multiplied to the amount, so I’ll write it as 1.20.