Checklist as Standalone Price Source

Checklists support item-based pricing on a per-line basis. When an item (optionally with variant) is assigned to a checklist element, the system determines prices using Business Central's standard sales price calculation and writes the result back to the checklist.

Fields

The item-based price calculation fields are described in the following table.

Field	Description
Price Calc. Item No.	Item used as the basis for price calculation.
Price Calc. Variant Code	Variant of the selected item (optional).
Price Calc. Unit of Measure	Unit of measure of the selected item.
Price Calc. Quantity per	Quantity per unit of measure used to scale the calculated unit price. For example, if the item's unit price is 200 and 5 is entered in this field, then the Add. Charge/Price Reduction field will be set to 1000 if the line is selected. Alternatively, if the item has a price list entry for 5 units at 850, then the Add. Charge/Price Reduction field will be set to 850.

These fields are available on the Checklist Line, Checklist Line Template, Checklist Answer, and Variable Options (so they can be pre-supplied by templates/answers/options). Visibility on pages may be limited (some fields are hidden by default).

Usage

When you enter an item in the Price Calc. Item No. field, the system:

ensures the item is not blocked.
clears the Price Calc. Variant Code field.
sets the Price Calc. Unit of Measure field to the item's Base Unit of Measure.
sets the Price Calc. Quantity per field to 1.

If the item is removed, these four fields are reset. Templates and answers can pre-supply the same fields; variable options can populate them based on the selected option.

When you select a checklist line with item pricing, the Add. Charge/Price Reduction field will be updated with the price from the item or the price list. The new pricing can be updated and transferred to the document line.

FCY/LCY and Currency Handling in Calculation

Checklist pricing respects the header's currency context.

Currency Handling Fields

In the Calculation FastTab of the Document Checklist, the following fields are used for currency handling:

In LCY - Determines whether the checklist maintains prices in local currency (LCY) or in a foreign currency (FCY).
Currency Code and Currency Date - Visible on the Checklist and Checklist Archive; used for conversion and pricing context.

Note

The conversion factor is handled internally and is not shown on the page.

Effect on Line Calculations

The system evaluates the unit price for the selected Item/Variant/UoM/Quantity in the header's currency context.

If In LCY = "on", the calculated unit price is converted to LCY using the exchange rate for Currency Date.
If In LCY = "off", the calculated unit price remains in the Currency Code shown on the header.

Toggling in LCY

Switching the In LCY toggle converts the header Calculation Price Base and all non-zero line Add. Charge/Price Reduction amounts between LCY and the header Currency Code using the exchange rate for the Currency Date.

Missing Exchange Rate

If no rate exists for the Currency Date, no conversion is applied (the value remains as is).

Price Determination

Business Central's standard pricing is applied automatically:

If Price Lists / Price Calculation Management is enabled, it is used.
Otherwise the classic item price and line discount logic is used.

The calculated values are written back to the checklist line as follows:

Add. Charge/Price Reduction = calculated Unit Price × Price Calc. Quantity per (in LCY or FCY according to the header).
Line Discount (%) reflects the calculated discount.
Discount Possible follows the Allow Line Disc. result.

Header Data that Influences Pricing

The checklist header provides the commercial context used for price calculation and currency conversion, including:

Customer No.
Calculation Date
Currency Date and Currency Code (conversion factor handled internally)
Quantity
Base Changed (indicates that a recalculation is needed)

These header values are synchronized from linked Project Budget Calculation lines.

Update Calculation and Transfer Unit Price

Depending on the checklist template settings, the calculation can be updated manually using the Calculate Price function or automatically when the checklist is closed.

If done manually, you will need to run the Transfer Unit Price function to transfer the calculated price to the Project Budget Calculation line's Unit Price in the correct currency.
If set automatically, the unit price will also be transferred when the checklist is closed.

Mixed Usage Support

A checklist can combine:

lines without items (purely descriptive/technical; no pricing).
lines with items (priced; results are shown in the Add. Charge/Price Reduction field on the line, with discount fields updated).

This allows you to model technical decisions and commercial pricing within the same checklist in a controlled, consistent way.