Scenario: In our organization, we frequently deal with multi-year tasks where both cost and sales rates are updated on an annual basis. To improve our operational efficiency and maintain better traceability of changes, we propose the following enhancements to the Price List management and recalculation features within Quote lines and Project Contract Lines:

• Currently, if we have a Project Task spanning across two Fiscal years (for example November 2023 to February 2024), and we have two Price Lists, Price List A(2023) with effective dates 1/1/2023 to 31/12/2023 and Price List B(2024) with effective dates 1/1/2024 to 31/12/2024 the Project estimates calculated on the Project Master record are correct.
• The Project Estimates are calculated as follows:
• November and December 2023 estimation is calculated with the rates specified in Price list A(2023)
• January and February 2024 estimation is calculated with the rates specified in Price list B(2024)
• The Total Estimation is accurate.
• However, when we import the Project Estimates to a Quote/ Project Contract line, the Estimation is calculated using only Price list A(2023), meaning that:

1. Project Estimation is not aligned with Quote/ Project Contract Estimation
2. If we do an Uplift of the rates in 2024, our estimates in the Quote/Project Contract are underestimated as Project Operations only calculates the estimate based on Price List A(2023)

• Our proposal is for the Quote/Contract line to support the use of multiple Project Price lists for each line, where the estimation is calculated according to the Effective periods of each Price list, which is similar to the Pricing Engine already used for the Project Estimations.