Defining sales prices for task plans

Define sales prices for task plan. Use the sales prices defined here for sales transactions on the task plan. Sales prices can be defined for specific task plans to create invoice lines using a fixed sales price rather than use the actual work order costs tracked by the system, like part issues, time sheets, tool costs, etc.

To define sales prices for task plans:

  1. Select Work > WO Planning > Task Plans.
  2. Select the task plan for which to define sales prices, and then click the Sales Prices tab.
  3. Click Add Record.
  4. Specify this information:
    Job
    Specify the job associated with the task plan for which to define sales prices. Job Plan is automatically populated.
    Organization
    Specify the organization of the task plan.
    Sales Price
    Specify the sales price to specify for the selected task plan.
    Date Effective
    Specify the date this sales prices will become effective.
  5. Click Submit.
Parent topic: Defining task plan information