How do you manage resource prices for jobs?
On the job, we have the option to set up some specific prices, which will only be valid for this job. As you can see, we can set up prices for G/L account, resource, and item. In this video we will look at how to set up resource prices.
This is what happens in the video
In Business Central, you can set up resource prices that apply only to a specific job. These prices override the standard rates set up on the resource card. You can define a fixed unit price, a unit cost factor, or a line discount, and you can make the price depend on the work type so a resource costs more in the weekend than on weekdays.
A blank job task number means the price covers all job tasks on that job. The same logic applies to the work type code. If you leave it blank, the price applies to both weekdays and weekends.
A unit cost factor multiplies the resource’s unit cost. To charge cost plus 20 percent, enter 1.20. A line discount on a resource price shows up in the Line Discount column on the sales invoice.
Setting up job-specific resource prices
On a job, you can set up prices that are valid only for that job. You can do this for G/L accounts, resources, and items. This article focuses on resource prices.
The key thing to understand is how blank fields work. A blank code, for example in the job task number, means the price covers all job task numbers. So on job S00050 with a blank job task number, you can set up a resource price that applies to a specific resource across the whole job.
Overriding the standard unit price for a resource
Take the resource Daniel as an example. His normal unit cost is 404.25. When you add him to the job’s resource prices, you can set a different unit price, for instance a higher one of 500.
If Daniel then works on job S00050, he is billed at a unit price of 500 instead of the standard price set up on his resource card.
Defining different prices by work type
You can define different unit prices depending on the work type. If Daniel should cost more in the weekend, you set the unit price of 500 only for the work type code Weekend. You can then add a separate, cheaper line for weekdays.
Remember that a blank work type code makes the price apply to both weekends and weekdays. If you want different rates, create one line per work type.
Using a unit cost factor
Instead of a fixed price, you can set up a unit cost factor. For the resource John, you can decide that the customer pays your cost with a factor applied. To charge cost plus 20 percent, enter 1.20, because the factor is multiplied by the unit cost.
Applying a line discount on a resource
You can also set up a line discount. For example, if Mike is working on the job, you can give a 10 percent discount on his hours. This is useful in a scenario where Mike is a new employee and the customer agreed to have him on the project in return for a discount.
This line discount shows up on the sales invoice in the Line Discount column, so it stays visible to the customer when you bill the job.
Q&A
What does a blank job task number mean on a job resource price?
A blank job task number means the price covers all job task numbers on that job. The same applies to a blank work type code, which makes the price valid for both weekdays and weekends.
How do I charge a customer my cost plus a markup on a job?
Use the unit cost factor on the resource price. The factor is multiplied by the unit cost. To charge cost plus 20 percent, enter 1.20.
Can I set different prices for the same resource depending on weekday or weekend?
Yes. Create one resource price line per work type. For example, set a higher unit price for the work type code Weekend and a cheaper one for weekdays.
Where does a line discount on a job resource price appear?
The line discount is shown on the sales invoice in the Line Discount column.