Understanding Microsoft Dynamics PSA Data: Blog 4: Unit Groups & Unit of Measure (Unit)

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Understanding Microsoft Dynamics PSA Data: Blog 4: Unit Groups & Unit of Measure (Unit)

Understanding Microsoft Dynamics PSA Data: Unit Groups

Microsoft Dynamics PSA Data: Unit Groups & Unit of Measure (Unit)These two imports are required for the unit groups used by price lists and transaction categories. Understanding the importance of Unit Group and Unit is best understood with examples.

Example: Time

For example, a unit group of Time is typically imported for recording timesheet entries and estimated projects.

Microsoft Dynamics 365 Unit Group Time

The Units or UoM associated to time would be Hourly and Daily.

Microsoft Dynamics 365 PSA Unit Group : units associated

Note Hour is setup as the base unit, and a Day has been defined at 7 hours. This can be imported in to meet your businesses requirements as to what a billable day equals. Most Microsoft Dynamics PSA customers Quote in days but track work via hours, if your business only tracks work in hours, the Day unit would not be required.

Example: Product – Unit Group and Unit of Measure

In a scenario where your business sells subscriptions, for instance, Dynamics PSA licensing is charged as a Monthly license. Or you might sign a contract where you agree a fixed price for a year or 3 years.

Microsoft Dynamics 365 PSA : Unit Group Subscription

Example: Expenses

Often when setting up expense Unit Group and Unit of Measure the Unit Group and Unit equal the same value or you can have the Scenario where Unit Group equals Travel and Units equal airfare, taxi, train.

Microsoft Dynamics 365 PSA Unit Group Travel

There is not a lot of visible value in associating Unit Groups and UoM to a Transaction Category, which is what an Expense Category is associated to. Transaction Categories replace the need for a Unit or UoM.

It is not mandatory to import Unit Groups and UoM to manage expenses. If no value can be identified in doing this, do not import unnecessary unit groups and unit of measure.

The importance of Units in PSA

Unit of Measure becomes very important when quoting within PSA.

In the example below a Managed Service Agreement is setup with Product Price List times and Properties associated.

Microsoft Dynamics 365 PSA Service Agreement

Product Price Lists are associated to the Product to define the list price charge for the product by currency.

Microsoft Dynamics 365 PSA Product list

In the example above the Unit is indicated as £100.00 a month. On association of Product to a quote the number of months added as unit drives the Quoted value.

When quoting for Project-based Lines, the Sales Price of Resources also needs to be determined by a Time Unit. For instance, on a Sales Price List it is required that a Unit is associated with a Role so the correct calculations can be worked out for Cost and Sales Price.

Microsoft Dynamics 365 PSA Sales Rates

Technical Details

  • Unit Group is imported first. On import of Unit Group the default Unit is automatically created.
  • Once a Unit Group is created the default unit group cannot be changed.
  • This unit group entity is the same Unit Group entity that has always existed in Dynamics 365/CRM.
Author: 
Natasha Quinn

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