TABLE OF CONTENTS

• Access to Price List components
• Price Lists (CIM)
  • Available Actions in Price List Card
• Price List Item Classes
• Price List Items
  • Price List Item card

Access to Price List components

Access for user groups looks as follows:

• Price Lists (CIM), Price List Item Classes, Price List Items — full access Accountants and Bookkeepers, Project Library Managers. All Users — view.
• Price List Items — full access for IC Administrators.

Price Lists (CIM)

Price List contain a list of current prices of items on sale, grouped according to a certain feature. For example, materials price list, Sales Order Items list, various lists of service activities supplied by your company.

Available Actions in Price List Card

Download Template — used to download an Excel template for subsequent uploading of price list items into FCX.

Upload Price List — upload a prepared Excel template with the list of Price List Items. Price List Item Class is a mandatory field to categorize the items by Class, Project is filled in optionally. 

Price List Item Classes

Price List Item Classes reference is a general classifier of items presented in a Price List. 

Price List Items

A Price List Item describes a product or service your company provides. Use the reference to create a Price List Item for each Product you plan to include as a Line Item in a Sales Order, Purchase Order and Invoice.

Price List Item card

The Price List Item card hold the following details:

1. Name — a custom name of the Price List Item.

2. Part No. — an identifier of a particular item. Usually used for materials.

3. Class — Price List Items classifier that shares items by characteristics or attributes. Fill in by selecting the record from Price List Item Classes reference.

4. Category — describes a group of items on their similarity or determined criteria.

5. Service Item holds the name of the service synced from your company's accounting system. It is used to populate this service item to the associated Sales Order Line Item.

6. UOM — unit of measurement of the product or service (price list item).

Min. Step — is used to round QTY, for example when pulling BOM in Sales Order.

Cannot be Less than — min QTY of material item.

7. Price List is a list of items to which the current item belongs. 

8. Description — some custom item description.

9. Vendor — another optional field. It can be used for material items to specify the preferred Vendor.

10. Item Prices table specifies the item's COGS and marked up price per each Project.

Billable mark —  may indicate that item amount should be charged in the invoice. 

Marked Up Prices = COGS + Mark Up %. This percentage is set in the calculation specification for each combination of Project, Price List Item Class and Material Category.