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I am trying to set the Markup % for a sales line on a work order task:

 

 

The field help states “The markup percentage when the price source is Cost Based”

I am unable to edit the Price Source field for the line. The field help states Cost based: The price has been calculated using the Markup %”.

Feels like a bit of a chicken / egg scenario, is there somewhere I have missed a prerequisite in the Work order that is not allowing me to do edit this field?

Hi @BVidic 

 

You can directly enter the Mark up in the field and then the Price will get changed to “Cost Based” by the system itself.

 

For example:

 

This is how my sales line looks like initially:

 

Then I edit the line and enter the mark up and save.

 

Now the Price source has changed to “Cost based”.

 

I tested this in 24R1 version and please let me know whether this works for you as well.

 

Best Regards,

Thilini


Hi Thilini,

Thanks for your response. 
When we input to the MarkUp% field and press save, the record simply removes anything that was in the MarkUp% field and reverts back to the original state with no error. The only difference I can see between our examples is that the Cost Type on my example is External whereas yours in Material, however I’m not sure that would make any difference?


Hi @BVidic 

You are most welcome.

I added an external sales line manually in Sales tab and edited the markup and it worked similar to material line. 

May I kindly know in which cloud version and SU level you are testing?

And also how was the sales line created? Did you add it manually or was it created from a purchase requisition etc. Is the work order connected to a service quotation? Do you observe the issue for all cost type - material / personal etc ?

What is the order of entering values in the sales line. Do you save the sales line first and then add the markup or do you enter all details at once etc ?

Please let me know above details, so that we might get a hint on why it is not working.

Best Regards,

Thilini


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