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Unwinding Material Pricing Methods in Project Operations

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Dynamics 365 Project Operations

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Jul 5, 2023

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  • The blog article discusses the new feature called "Material Pricing Methods" in D365 Project Operations and provides instructions on how to import a file in Project Operations and enable the feature.
  • To import a file in Project Operations, users need to go to the Settings area, select parameters, open Feature Control on the ribbon, and click on Enable Material Pricing Methods.
  • Once the feature is enabled, users can set up material pricing on price list items by going to the price list and selecting the "Project Price List" form. They will see the Material Prices Tab and can click on an existing line or create a new record.
  • In the "Project Pricing" section of the record, users will find the pricing method field, which offers three options: Price per unit, At cost, and Markup percentage.
  • The Price per unit option sets the price of the material to the amount specified in the Currency amount field.
  • The At cost option sets the transaction cost of the material as the sales price.
  • The Markup percentage option calculates the sales price of the material as a markup percentage over the transaction cost.
  • The article concludes by highlighting the flexibility this feature provides to customers and users, allowing them to choose the pricing method that best suits their business. The author expresses gratitude to Sankalp for their valuable inputs.

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