Update Price feature in D365 PSA v3

Typically, your costs for your clients go up by a certain percentage (%). It’s a standard practice to update the entire Price List consistently as and when there’s an increase.

This is a great feature to update the entire Price List by a defined % and then reflect this in the Estimates in your Project in PSA. Let’s take a look –

Scenario

Let’s say your original SalesPrice for a Developer role is $50
scenario1.png

And the same is reflected in the Estimates in a Project as well. Based on $50 for Developer i.e. resource Priyesh Wagh will spend 12 hours. So 12 * $50 for that week of 1st Dec is $600
originalSalesApplied.png

 

Updating Prices in Sales PriceList

Now, there’s an increase you want to apply. With just a simple change, you’ll be able to do so.

Assuming the PriceList in question here is SalesPriceListUS and you want to add a 10% increment to the same. Simply click on Update Prices button as shown below.
originalPrice.png
And specify the % of increment to be applied. Use Negative number to Decrease.
apply10
And there we go, a 10% to $50 is applied to all items as indicated.
scenario2

Update Price on Project’s Estimates

Similarly, to bring the change to the desired Project, look at the Estimates tab on the Project and click on Update Price button to effect the Prices on the table as well.
applyNew.png

And you’ll see the updated prices in Sales time-phase in the Project Estimates
updatedSalesApplied.png

Hope this helps!!

2 thoughts on “Update Price feature in D365 PSA v3

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