Refresh Unit Price
This chapter describes how you can update the unit price 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 price for an item or resource line, proceed as follows:
- Open the search function from the role center (ALT+Q).
- Search for Sales Orders and click on the corresponding search result.
- The Sales Orders list is displayed.
- Select the sales order in which you want to update the unit price.
- The sales order is displayed.
- Select the item and/or resource line(s) under the Lines tab where you want to update the unit price.
- In the Lines tab, click on the Price Refresh option.
- A dialog box will appear asking you which prices you would like to refresh.
- To update the unit Price, select the Unit Cost option. Optionally, you can update both the unit cost and the unit price with the Both option.
- Confirm the dialog box using the OK button.
You have updated the unit Price for the item and/or resource line.