Out of the box “standard” CRM offers the ability to process products based on a specific value or as a % markup / margin. It is very important to be aware of this. NOTE: Price lists are associated with work orders, however if you consume a product or service not included in the price list on the work order then the “list price” from the product will be used. The extensions provide functionality to support these types of situations. With field work it would be common to want to make the first hour of a visit not chargeable or have a minimum call out charge that is automatically added to the cost of a job. The price list option within Field Service does make use of the standard CRM price list functionality but it has some important extensions that are specific to providing services. Works from any window in Dynamics GP that generates purchase order line items.Ĭheck out a general demo below, or contact us for a personalized demo.Here I will continue my series of posts related to Field Service for Microsoft Dynamics CRM 2016, this time I will look at price lists.Purchase order line items default the correct discounted unit cost based on the vendor price matrix.

Define default unit cost matrix based on either discount percentages off list price or specific unit costs based on vendor, item class, item number, currency, and quantity ranges.

This matrix can be based on a discount percentage off list price or it can be specific unit cost. Vendor PriceLists Management (formerly known as Vendor Price Matrix) allows users to set up a matrix for vendors with the ability to define different default unit costs based on each vendor, item class, item number, currency, and quantity range.

Our product, Vendor PriceLists Management, provides the ability to have purchase orders default in unit cost based on a matrix of vendor, item class, item number, beginning quantity, and ending quantity. This can be a hassle for organizations that need to purchase based on a contractual discount off list price or with a specific unit cost. Organizations using the purchasing module within Microsoft Dynamics GP realize that the unit cost of purchase order line items defaults from the last entered purchase order. In today’s workplace, saving time and being efficient is a necessity.

Microsoft dynamics gp price list