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Project Price Update

The Update Prices procedure updates the price, reference price list, and VAT code in project lines, intervention requests, planned interventions, and interventions based on the parameters set in the lower part of the form.

For more details on the common parts of the forms, refer to the link Custom features, buttons, and common fields.

Procedure​

  1. Set the desired filters in the filters section and press the Search button in the main menu;
  2. Select the rows to update in the results table;
    The selection can be made manually in the results table or by using the Select All or Deselect All buttons in the menu bar;
  3. Set the updated price, price list, and VAT code in the Price/VAT section at the bottom of the window;
  4. Press Process Prices to view the preview of the changes that will appear in the New Price and VAT columns. If a price list has been used to update the price, information related to the price list will appear in the Sales List and List Date columns.
Note

Changes at this stage are only applied to the preview and are not yet effective in the documents.

  1. Define in the parameters section the documents for which you want to apply the changes and the related options for the WBS to be updated;
  2. Press Update to make the changes effective in the documents.

Price/VAT​

Force Price: use this option if you want to manually specify the new price;

Update price and list with last price list: if selected, the last valid price list will be used to determine the new price;

Update price and list with price list: if selected, the price list entered later will be used to determine the new price;

Force VAT: manually indicate the VAT code to be used for the selected rows, which will be entered in the VAT column of the results table;

Updates the VAT code from the customer register: the VAT code is determined by the value entered in the customer registry.

Options​

Duplicate WBS row to update: if selected, the WBS lines to be updated are duplicated in the project;

Reverse assigned days in duplicated WBS: if selected, the days assigned to the duplicated WBS are reversed from the previous WBS.

Documents​

Update price of intervention requests and planned interventions connected to the WBS not yet fulfilled: when project lines are updated, requests and planned intervention documents that have not yet been fulfilled are automatically updated;

Update interventions linked to the WBS not yet invoiced: in this case, the service line data and the linked line data in the Billing Plan tab will be updated.