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Category Pricing

Category Pricing lists a price per category (optionally per project, resource group and resource) for a pricing period.

Where
Organizational Structure › Category; Project Accounting › Category; Expense Management › Category (OSPC)
Who uses it
The implementation consultant or the system administrator
When
Once, while the company is being set up, and whenever a new one is needed
Needs first
Nothing

What it is for​

The rule people get wrong: nothing reads these prices today. No document takes its price from this screen. Prices for expense lines come from the Cost Price on Category.

Every field in plain words​

General​

FieldWhat it meansWhat to put
Pricing PeriodThe pricing period code.Typed on New.
ReasonableA person shown as responsible, from the employee list.Optional.
NotesNotes.Optional.

Basic Data​

ColumnWhat it meansWhat to put
CategoryA category.Required. Pick from the Category list.
ProjectA project.Optional. Pick from the Project list.
Resource GroupA resource group.Optional. Pick from the Resource Group list.
ResourceA resource.Optional.
CurrencyCurrency.Optional. Pick from the Currency list.
PricePrice.Optional.

How to configure it​

Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.

What it is connected to​

If something looks wrong​

  • Save refuses because the code already exists. Codes are unique. Open the existing record from the list instead, or pick another code.