Redirecting Quote Cost Values

On my quote, I want the item cost to point to the vendor purchase price, not the item defined cost field, but I can’t find where on my quote form to update that… anyone know how I could accomplish that?

Rookie Asked on January 22, 2020 in Order Management.
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2 Answer(s)

The field used to control the cost used in Estimated Gross Profit functionality is found on the Item record. So, on each item, you can set the Cost Estimate Type field to Purchase Price.

Two notes:

1) It is not possible to use a specific Vendor purchase price. If you must use that, then either paste the Vendor purchase price into the general purchase price, or use Vendor Defined Cost and paste the Vendor price in there.

2) As the setting is per item, it is not possible to have Quote use Purchase Price while Sales Orders use Item Defined Cost, as an example.

Advanced Answered on January 22, 2020.
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I ended up fixing it by changing the COST ESTIMATE TYPE on my jitem records to Preferred Vendor Rate. 🙂

Rookie Answered on January 23, 2020.
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