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 Sales Lines, Service Lines, or Project Budget Lines. When these values change, affected checklist lines are recalculated.

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 originating document 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.

Example

The following video uses a checklist with specific item pricing and currencies to calculate the unit price for a sales order line.

A sales order has been created for item 70062, the Custom Industrial Pump. The current price of 15,023.95 is in Canadian dollars (CAD), which is the customer's currency, not the local currency.

The checklist is opened, which contains lines with various configurations with different pricing. The checklist is currently set for calculating the pricing with an exchange rate as of August 9th, in Canadian dollars (CAD). The following selections are made:

  • The "Cast Iron" option is selected as the "Pump Housing Material", which will add 273.44 CAD to the price.
  • The option list for the "Motor Type" is opened and the "Standard Efficiency" option is selected, which has an additional cost of 277.94 CAD.
  • The option list for the "Seal Type" is opened and the "Gland Packing" option is selected, which has an additional cost of 283.95 CAD.
  • The "PLC with Display" option is selected as the "Control Unit", which adds 1434.79 CAD to the price because this option needs 5 units, each costing 286.958 CAD.

When the Calculate Price function is run, the Calculation Price field is updated with the new price based on the selected item pricing: 17,294.07 CAD.

When the In LCY toggle is turned on, the pricing in the checklist lines and the Calculation FastTab is changed to the local currency, which is US dollars. The toggle is turned off and the pricing is changed back to Canadian dollars.

The Transfer Unit Price function is run to transfer the calculated price to the sales line, which is updated to the new price from the checklist, 17,294.07 CAD.


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