How to: Use Resource Prices in Sales Transactions

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When you record the usage of resources in the job journal, you can keep track of costs and prices, and the specific work types and jobs linked to them. To do so, you must select an existing job in the Job No. field.

You can also sell resources by using sales quotes, orders, invoices, and credit memos. In the following example, a sales order is used.

To use a resource price in a sales transaction

  1. In the Search box, enter Sales Orders, and then choose the related link.

  2. Create a new sales order for an existing customer. For more information, see How to: Create Sales Orders Manually.

  3. On the Lines FastTab, in the Type field, select Resource. In the Job No. field, select the relevant job.

    Note

    By default, the Job No. field is not available on sales orders. To make it available, you will have to add the field to the page, using standard Microsoft Dynamics NAV page design procedures. Consult with your system administrator for assistance.

  4. Fill in the sales order lines with the relevant information.

See Also

Other Resources

Assigning Units of Measure Codes to Resources
Assigning General Product Posting Groups to Resources