Fix Prices
This chapter describes how to work with one or multiple fix prices in Business Central. Fix prices are available for the following documents:
Area | Document Type |
---|---|
Sale | Sales Quote, Sales Order, Sales Invoice, Sales Credit Memo, Trade-In, for lines of the mentioned documents |
Service | Service Quote,Service Order,Service Invoice,Service Credit Memo, for lines of the mentioned documents |
The contents of this chapter are divided into the following sections:
Using fix prices in sales documents
This section describes how to use fix prices in a sales document. This chapter is divided into the following sub-sections:
Note
The following example describes the use of fix prices in a sales order. The function can also be used in other sales documents. The process described below can be applied to all other sales pages and documents.
Defining fix prices
To define fix prices, please proceed as follows:
Note
Before you can define fix prices, you must set up a number series for fix prices in sales documents. To do this, open the Sales & Receivables Setup page via the quick search (ALT+Q) and enter a number series in the Sales Fix Price No. Series field in the Number Series FastTab.
- Use the quick search (ALT+Q) to find the Sales Orders page.
- Create a new sales order or select an already existing sales order.
- If there is no item/service item listed in the Lines FastTab, add a new item or service item.
- Click on Fix Price > Fix Price in the menu bar of the sales order.
- A dialog window is displayed in which you can select whether the fix price should only be set for a single line or for all lines in the document that have not yet received a fix price. Alternatively, you can use the multiple selection function (CTRL + LEFT MOUSE BUTTON) to select the lines that you want to assign to one fix price group before opening the page.
- A new window is displayed in which you can enter the desired fix prices in the respective fields according to the table below.
Field | Description |
---|---|
Total Labor | If you change the value in this input field, a fix price will be used for labor (asset: (resource, labor enabled). |
Total Parts | If you change the value in this input field, a fix price will be used for items (asset: items). |
Total Resources | If you change the value in this input field, a fix price will be used for resources (asset: (resource, labor disabled). |
Total Amount | If you change the value in this input field, a fix price will be used for the document. If you enter a fix price in this field, the difference between the original amount and the fix price will be deducted in equal parts from the existing total amounts. |
Difference | This field shows the difference between the original amount and the fix price amount. |
- To use the fix price, click OK.
You have successfully defined fix prices for one or more lines of the sales document. The checkbox Fix Price Identifier Set in the lines indicates whether a fix price has been defined for the line. The next sections describes how to calculate fix prices.
Calculating fix prices
This section describes how to calculate fix prices. Please proceed as follows:
- Use the quick search (ALT+Q) to find the Sales Orders page.
- Select a sales order with existing fix prices.
- Click on Home > Release in the menu bar of the sales order to release the sales order.
- Navigate to the Fix Price FastTab.
- Click on the number in the No. of Fix Prices field to open the list of document fix prices.
- Select a line and click on Actions > Fix Price in the menu bar.
- The Fix Price page is displayed. Click on the selection field in the menu bar of the page and then click on Calculate Fix Price.
- The fix price for the selected line is calculated and the checkbox Calculated in the document fix price list is automatically selected. Repeat the steps mentioned above for all lines listed in the document fix price list.
You have successfully calculated the fix prices for a sales document. Next, you can further process the sales document, such as posting. The next section describes how to edit fix prices in a sales document.
Editing fix prices
This section describes how to edit fix prices in a sales document. Please proceed as follows:
Note
Please note that the fix price must be recalculated for all lines that were changed retrospectively. The corresponding procedure for calculating fix prices is described in the previous section. The same applies if you update the document or use the Copy Document... function.
- Use the quick search (ALT+Q) to find the Sales Orders page.
- Open a sales order with existing fix prices that you would like to change.
- Mark the line that includes the item or service item for which you want to edit the fix price.
- Select Fix Price > Fix Price from the menu bar.
- The page Fix Price is displayed. Enter a new fix price.
- To close the window, click on OK. Alternatively, you have the option of subsequently adding lines to a fix price group or removing them from a group. To do this, click on Fix Price > Add to Fix Price Group or Remove from Fix Price Group in the menu bar.
You have successfully edited fix prices in a sales document. The next section describes how to delete fix prices from a sales document.
Deleting fix prices
This section describes how to delete fix prices. Please proceed as follows:
- Use the quick search (ALT+Q) to find the Sales Orders page.
- Select a sales order with existing fix prices that you would like to delete.
- Navigate to the Fix Price FastTab.
- Click on the number in the No. of Fix Prices field to open the list of document fix prices.
- Select a line and click on Actions > Fix Price in the menu bar.
- The Fix Price page is displayed. Click on the selection field in the menu bar, then click on Remove Fix Price.
- The fix price for the selected line is removed and the checkbox Fix Price in the document lines is automatically cleared. Repeat the steps mentioned above for all the lines in the document lines that you would like to remove the fix price from.
You have successfully deleted fix prices from a sales document.
Using fix prices in service documents
This section describes how to use fix prices for service documents. This chapter is divided into the following sub-sections:
Note
The following example describes the use of fix prices in a service order. The function can also be used in other service documents. The process described below can be applied to all other service pages and documents.
Defining fix prices
To define fix prices, please proceed as follows:
Note
Before you can define fix prices, you must set up a number series for fix prices in service documents. To do this, open the Service Management Setup page via the quick search (ALT+Q) and enter a number series in the Service Fix Price No. Series field in the Numbering FastTab.
- Use the quick search (ALT+Q) to find the Service Orders page.
- Create a new service order or select an already existing service order.
- If there is no service item in the Lines tab, add a new service item.
- Click on Lines > Worksheet in the menu bar of the Lines FastTab.
- In the worksheet, navigate to the Lines FastTab.
- Enter the Items, Resources, Costs and/or G/L Accounts required for the service.
- Then, click on Fix Price > Fix Price in the menu bar of the worksheet.
- A dialog window is displayed in which you can select whether the fix price should only be set for a single line or for all lines in the worksheet that have not yet received a fix price. Alternatively, you can use the multiple selection function (CTRL + LEFT MOUSE BUTTON) to select the lines that you want to assign to one fix price group before opening the page.
- A new window is displayed in which you can enter the desired fix prices in the respective fields according to the table below.
Field | Description |
---|---|
Total Labor | If you change the value in this input field, a fix price will be used for labor (asset: (resource, labor enabled). |
Total Parts | If you change the value in this input field, a fix price will be used for items (asset: items). |
Total Resources | If you change the value in this input field, a fix price will be used for resources (asset: (resource, labor disabled). |
Total Amount | If you change the value in this input field, a fix price will be used for the document. If you enter a fix price in this field, the difference between the original amount and the fix price will be deducted in equal parts from the existing total amounts. |
Difference | This field shows the difference between the original amount and the fix price amount. |
- To use the fix price, click OK.
You have successfully defined fix prices for one or more lines of the service document. The Fix Price Identifier Set checkbox in the lines indicates whether a fix price has been defined for the line. The next sections describes how to calculate fix prices.
Calculating fix prices
This section describes how to calculate fix prices. Please proceed as follows:
- Use the quick search (ALT+Q) to find the Service Orders page.
- Select a service order with existing fix prices.
- Then, click on Line > Worksheet in the menu bar of the Lines FastTab to open the worksheet.
- In order to be able to calculate fix prices, the Repair Status Code in the General FastTab must contain a code that sets the service to completed. More information on this can be found on the Repair Status Setup page.
- Navigate to the Fix Price FastTab.
- Click on the number in the No. of Fix Prices field to open the list of document fix prices.
- Select a line and click on Actions > Fix Price in the menu bar.
- The Fix Price page is displayed. Click on the selection field in the menu bar of the page and then click on Calculate Fix Price.
- The fix price for the selected line is calculated and the checkbox Calculated in the document fix price list is automatically selected. Repeat the steps mentioned above for all lines listed in the document fix price list.
You have successfully calculated fix prices in a service document. You can now further process the service document. The next section describes how to edit fix prices in a service document.
Editing fix prices
This section describes how to edit fix prices in a service document. Please proceed as follows:
Note
Please note that the fix price must be recalculated for all lines that were changed retrospectively. The corresponding procedure for calculating fix prices is described in the previous section. The same applies if you update the document or use the Copy Document... function.
- Use the quick search (ALT+Q) to find the Service Orders page.
- Select the service order for which you want to edit the fix prices.
- Click on Lines > Worksheet in the menu bar of the Lines FastTab to open the worksheet.
- Select Fix Price > Fix Price from the menu bar.
- The page Fix Price is displayed. Enter a new fix price.
- To close the window, click on OK. Alternatively, you have the option of subsequently adding lines to a fix price group or removing them from a group. To do this, click on Fix Price > Add to Fix Price Group or Remove from Fix Price Group in the menu bar.
You have successfully changed fix prices in a service document. The next section describes how to delete fix prices from a sales document.
Deleting a Fix Price
This section describes how to delete fix prices. Please proceed as follows:
- Use the quick search (ALT+Q) to find the Service Orders page.
- Select a service order with existing fix prices that you would like to delete.
- Click on Lines > Worksheet in the menu bar of the Lines FastTab to open the worksheet.
- Navigate to the Fix Price FastTab.
- Click on the number in the No. of Fix Prices field to open the list of document fix prices.
- Select a line and click on Actions > Fix Price in the menu bar.
- The Fix Price page is displayed. Click on the selection field in the menu bar, then click on Remove Fix Price.
- The fix price for the selected line is removed and the checkbox Fix Price in the document lines is automatically cleared. Repeat the steps mentioned above for all the lines in the document lines that you would like to remove the fix price from.
You have successfully deleted fix prices from a service document.