Use the Cost Distribution grid tab of the Request for Price Quote Line Detail dialog to specify the project, at its lowest level of work breakdown structure, to which to charge the cost, tax, shipping, and other costs of the item selected on the General tab of the Request for Price Quote form.
You can use this tab to specify whether the item cost is billable. If it is, you can view the committed expense at billing rates. Vision uses the cost distribution data that you specify here for the item, in place of the usual cost distribution specified on the price quote request's Cost Distribution tab.
If the line item is an inventory item, its row displays data from the Inventory Common Project.
Contents
Field | Description |
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Distribution Overrides
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Select this option to enable the grid and the Percentage Base and Unit Base options.
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Percentage Base
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Select this option to enter a number up to 100 in the PCT/Unit column.
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Unit Base
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Select this option to enter a number up to the item's Quantity in the PCT/Unit column.
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Project
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Enter a project number or click and select a project from the Project Lookup list.
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Project Name
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This column displays the project name of the selected project.
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Phase
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If the selected project has phases, click and select the phase.
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Phase Name
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This column displays the name of the selected phase.
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Task
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If the selected phase has tasks, click and select the task.
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Task Name
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This column displays the name of the selected task.
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Billable
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Select this option to add this item's cost to this project's billable costs.
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PCT/Unit
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If you are dividing this item's cost among two or more projects, specify the percentage or unit basis for cost distribution to this project.
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Client
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This field displays the name of the client for the selected project.
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Insert
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Click this option to add a row to the grid.
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Copy
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Click the row to copy, then click this option to copy it.
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Delete
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Click the row to delete, then click this option to delete it.
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