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NSC | Setting Default Cost Estimate Type Per Item Type

edited Sep 1, 2022 6:30AM in Accounting / ERP

Users may need to set different default Cost Estimate Types at the Item Type level. For example, an Inventory Item might need to be Last Purchase Price, while an Assembly or Kit might be best with an Average Cost.

Currently, there is no preference to set this up per Item type, but as an alternate solution, here are the steps we can perform:

  1. Create a Saved Search for the items (Showing Item Name/Internal Id, and of course the Item Type)
  2. Export it as an excel file
  3. Update the Cost Estimate Type in excel (Create one file for each Item Type)

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