Enable time phasing of quote and contract lines

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts Mar 2025 Sep 2025

Business value

This feature addresses the challenge of managing the time-phased price changes in labor, expenses, and materials within quotes and contracts. This enhancement ensures that any changes in prices are automatically reflected from their effective date, providing accurate and up-to-date pricing without the need for manual intervention.

Feature details

With this feature, the correct sales and cost prices will be automatically updated in quotes and contracts based on date effectivity. Prices will be computed using weighted average prices for both quote line details and contract line details, ensuring precise and reliable pricing calculations. This automation significantly reduces the manual effort previously required to track and update prices, minimizing the risk of errors and discrepancies in pricing.

Additionally, the new feature includes the ability to maintain a comprehensive audit trail of all changes made to quotes and contracts. This allows for full transparency and traceability, giving users confidence in the accuracy and integrity of their pricing information.

Users will now have the ability to see exact totals at any point in time, reflecting all current and historical pricing data. This real-time visibility into totals enhances contract management and helps ensure that all financial aspects are accurately accounted for.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Norway
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France