Applies To: Project Operations Integrated with ERP, Project Operations Core
This article explains how to use the Transaction Category field 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 as pricing dimensions.
Add the Transaction Category field to forms and views
To make the Transaction Category 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 the Transaction Category field as a pricing dimension
- Go to Settings > Parameters.
- On the Parameters page, on the Amount-Based Pricing Dimensions tab, verify that the grid shows the records in the Pricing Dimensions entity.
- Add Transaction Category to this list and set the Applicable to Cost and Applicable to Sale fields to Yes.
- In the Dimension Type field, select Amount-based, and then select the priority for Transaction Category as it relates to cost and sales.