Method:Classic General Q&A

Re: Changing costs on purchase orders based on customer price level

Anonymous — Tue, 16 Nov 2010 16:29:41 GMT

Hi Joan,

Because we are limited by what the Quickbooks SDK supports, we cannot directly access the costs and sales orders in Quickbooks through Method (i.e. closing out sales orders). You can, as you suggested, duplicate this process in Method by creating separate tables with a series of actions that replicate the desired calculations, however those would reside only inside Method, outside of QB, and would have to be maintained manually.

Regards,
Denis

Re: Changing costs on purchase orders based on customer price level

Anonymous — Tue, 16 Nov 2010 14:54:52 GMT

Hi Joan,

Thank you for your post. We are looking into what would be the best option for doing this. We will get back to you shortly with an answer.

Regards,
Denis

Changing costs on purchase orders based on customer price level

jshumaker — Tue, 09 Nov 2010 18:00:16 GMT

I have a client who is a distributor. He has setup his items with base costs and prices. Some customers receive a different price, thus he has also setup price levels on a per item basis. However, for these customers who receive price discounts he also receives a cost discount from the manufacturer which he would like to be reflected on the purchase order. Purchase orders cannot use discount items and price levels only apply to customer prices—not costs.

So is it possible to create a purchase order from a sales order (or estimate) that then applies a discount to the cost on the purchase order? Programmatically, it would require looking at the price level on the sales order/estimate, then applying an associate discount to the appropriate items. Sounds like a lot of tedious programming.

Of course the client COULD duplicate his items lists with varying costs & prices, but that requires more overhead in maintaining the items list and still requires a manual process of ad hoc situations.