Use a bookable resource as a pricing dimension

Applies To: Project Operations Integrated with ERP, Core deployment - deal to proforma invoicing

This article provides information about how to use a bookable resource as a pricing dimension. If your pricing strategy is set up so that each bookable resource must have a specific price or cost rate, use a bookable resource as a pricing dimension.

Prerequisites

Before you complete the procedures in this article, you must have a new pricing dimension solution for your organization. If you haven't already created one, see Create custom fields and entities.

Add the Bookable Resource field to forms and views

To make the Bookable Resource field visible in the pricing dimension solution, you need to add the field to all the forms and views as an entity.

The following table lists all of the out-of-the box forms and views, by entity. You will also need to add the new field to any additional forms or views in your customized entities.

Entity	Forms	Views
Role Price	Information	- Active Resource Category Prices - Resource Category Price Associated
Role Price Markup	Information	- Active Role Price Markup - Role Price Markup Associated
Quote line detail	- Project Information - Project Quick Create	- Active Quote Line Detail - Combined Quote Line Details - Quote Line Detail Associated
Project Contract line detail	- Project Information - Project Quick Create	- Combined Contract Line Details - Active Contract Line Details - Contract Line Detail Associated
Project Task	- Information - New Form
Project Team Member	- Information - New Form	- Active Project Team Members - Project Team Members - Project Team members Associated
Time Entry	- Information - Create Time Entry	- My Time Entries By Date - My Time Entries for this Week - Time Entries for Approval
Journal Line	- Information - Quick Create	- Active Journal Lines - Journal Line Associated
Invoice Line Detail	- Information - Quick Create	- Active Invoice Line Details - Chargeable Invoice Transactions - Complimentary Invoice Transactions - Invoice Line Detail Associated - Non-Chargeable Invoice Transactions
Actual	- Information - Active Actuals	Actual Associated

Set up a bookable resource as a pricing dimension

To set up a bookable resource as a pricing dimension, follow these steps:

1. Go to Settings > Parameters.
2. On the Parameter page, on the Amount-Based Pricing Dimensions tab, verify that the grid shows the records in the Pricing Dimensions entity.
3. Add Bookable Resource to this list of pricing dimensions as msdyn_bookableresource.
4. In Applicable to cost and Applicable to sales, select a value.
5. In Dimension Type, select Amount-based.
6. Select the cost and sales priority for the bookable resource. Typically, a bookable resource has the highest priority when included as a pricing dimension. Set the priority to 1 (or 0 depending on how you count the priority) to ensure this behavior.

Set up pricing dimension field names

When the field name of a pricing dimension in the Role Price table is different from the field name in any of the other entities where the default price is used, the pricing dimension record must be notified of the different names.

For a bookable resource, the Project Team Members entity has a slightly different field name from what it is called on the Role Price entity:

• Project Team Members entity = msdyn_bookableresourceid
• Role Price entity = msdyn_bookableresource

The pricing dimension record for msydn_bookableresource must be notified of this difference.

1. Double-click the row in the Pricing Dimensions grid to open the dimension page of msdyn_bookableresource.
2. On dimension page, on the Related tab, select Pricing Dimension Field Names.

3. In the associated view that opens, select Add New Pricing Dimension Field Name.

This opens the New Pricing dimension field name page for msdyn_bookableresource.

4. On the New Pricing Dimension Field Name page, add msdyn_projectteam to Entity Locigal Name.
5. Add msdyn_bookableresourceid to Field Name.