Manage complex units for product-based contract lines - Project Operations Core

Applies To: Project Operations Core

Dynamics 365 Project Operations uses quantity factors to support the sale of subscription-based products. For subscription-based products, the quantity on the contract or project contract line is expressed as the number of user-months.

The price of subscription software is stored in the catalog as the price per-user, per-month. During the sales process, the price on the contract line is usually the per-user, per-month price that was negotiated and discounted by the sales agent. Each deal has a different number of users and a different number of subscription months. The quantity used to calculate the amount of the contract line is a product of the number of users and the number of subscription months.

To support this type of sale, Project Operations supports the concept of quantity factors. Quantity factors rely on product attributes. When you configure specific properties for a product, you can flag a subset of those properties, or all the properties, as quantity factors.

Project Operations validates that only numeric properties or product properties that have a numeric data type are flagged as quantity factors. When a product with configured quantity factors is added to a contract line, the Quantity field becomes read-only. After you enter values for product properties that are quantity factors, Project Operations calculates the quantity of the contract line.

For example, Dynamics 365 Sales might have the following properties:

• No of users: The number of users.
• No of Months: The number of subscription months.
• Product SKU: The stock keeping unit (SKU) for the product.

The No of Users and No of Months properties can be flagged as quantity factors by editing the properties of the product line.

To create quantity factors from product properties, complete the following steps.

1. On the Project Operations, select Sales-Products.
2. Open the product for which you need to set up quantity factors. Make sure that the product has properties already set up.
3. On the Project Information page, select the Quantity Factors tab.
4. In the subgrid, select + New field computation.
5. Enter the name of the Quantity Factor and select the property value that maps to the field computation.
6. Save and close the form.
7. Repeat steps 2-6 for all the properties that together will make up the quantity for the product-based contract line.

With quantity factors set up, when the user creates a contract line for this product, the quantity of the contract line is locked. The quantity is then calculated as a product of the property values for that contract line.