Update Price feature in D365 PSA v3

priyeshwagh777 CRM with .NET Web Applications, Dynamics 365, Dynamics 365 CE, Dynamics 365 PSA,

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!!

6 thoughts on “Update Price feature in D365 PSA v3”

    • Hi,
      Unfortunately not. Since it’s Microsoft’s out of the box button. We can’t modify it. You can hide it, and create your own and put it there to carry out your custom functionality.
      Hope this helps!

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      Reply

  5. Hi Priyesh,

    The main question is , can we override the category prices in Expense estimate. When we override the values in expense estimate it’s taking the values whereas when we open the Estimate (Estimate lines) and click on the Update Prices button the values revert back to the Sales price list and Cost price list values. that means the override is not happening because of the Update Prices button. Is there any solution for this one? Hide the button is not possible as it is not visible in the subgrid ribbon.

    Thanks

    SK Vellacherry

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