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control_derived_product_advanced_overriding [2019/01/30 09:22]
control_derived_product_advanced_overriding [2019/01/30 09:22] (current)
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 +===== Pricing Form Overriding =====
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 +The pricing form on a derived product may be different than that of its base product. The derived product may use a much simpler pricing form, or one more tuned to specific derived product type. To override the pricing form, go to the advanced tab and click the dropdown on the Change the Pricing Form to option. By default, this option should read "(not overridden)". A list of active pricing forms will be displayed
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 + {{::2015-10-21_16_03_40-10.0.2.44_-_remote_desktop_connection.png?nolink&|}}
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 +===== Production Overriding =====
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 +For a specific production workflow, a derived product might need to be set to a different station or have a specific employee whom it is assigned to. To override the starting line item station, go to the advanced tab and click the dropdown on the Set Station To: option. A list of active line item stations will be displayed.
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 + {{::2015-10-21_16_03_51-10.0.2.44_-_remote_desktop_connection.png?nolink&|}}
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 +To set the employee that this line item is assigned to, go to the advanced tab and click the dropdown on the Set Assigned To: option. A list of active employee will be displayed.
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 + {{::2015-10-21_16_03_59-10.0.2.44_-_remote_desktop_connection.png?nolink&|}}
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 +===== Accounting Overriding =====
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 +In order to clearly indicate revenue streams, a derived product might need to have its income account overridden. To override the income account, go to the advanced tab and click the dropdown on the Set Income Account To: option. A list of active income accounts will be displayed
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 + {{::2015-10-21_16_04_20-10.0.2.44_-_remote_desktop_connection.png?nolink&|}}
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 +===== Price Overriding =====
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 +On a derived product, there may be a need to have direct control over the price, or discount granted for a derived product. To override the Discount Amount, fill the Set Discount Amount To: box with a number. This will clear out any value set in the Set Discount Percent To: box.
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 + {{::2015-10-21_16_04_45-10.0.2.44_-_remote_desktop_connection.png?nolink&|}}
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 +A discount can also be added as a percentage in which case, fill the Set Discount Percent To: box with a number. This will clear out any value set in the Set Discount Amount To: box.
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 + {{::2015-10-21_16_04_58-10.0.2.44_-_remote_desktop_connection.png?nolink&|}}
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 +To set a SubTotal Price directly, enter a number into the Set SubTotal Price To: box
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 + {{::2015-10-21_16_05_14-10.0.2.44_-_remote_desktop_connection.png?nolink&|}}
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