Refresh Unit Cost

This chapter describes how you can update the unit cost for item or resource lines in a document. The following description uses a sales order to illustrate the function. The function is available in these documents:

• Sales Order
• Service Order
• Service Item Worksheet or Worksheet

To update the unit cost for an item or resource line, proceed as follows:

1. Open the search function from the role center (ALT+Q).
2. Search for Sales Orders and click on the corresponding search result.
3. The Sales Orders list is displayed.
4. Select the sales order in which you want to update the unit cost.
5. The sales order is displayed.
6. Select the item and/or resource line(s) under the Lines tab where you want to update the unit cost.

   

   Figure: Refresh Prices

7. In the Lines tab, click on the Price Refresh option.
8. A dialog box will appear asking you which prices you would like to refresh.

   

   Figure: Dialog for Price Refresh

9. To update the unit cost, select the Unit Cost option. Optionally, you can update both the unit cost and the unit price with the Both option.
10. Confirm the dialog box using the OK button.

You have updated the unit cost for the item and/or resource line.

Refresh Unit Price