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Two or Multiple Price List for the same Product - How to handle this scenarion in Ms CRM 2011 ?

    Question

  • Hello,

    How can we handle the scenario in CRM 2011 where it can be like the same Product can contain multiple Price List. ?

    Please explain with example if possible.

    Wednesday, March 27, 2013 8:44 AM

All replies

  • Hi,

    You can add multiple price list for the same product by differing unit .

    Try,

    http://www.magnetismsolutions.com/blog/paulnieuwelaar/2011/04/12/Products_and_Price_Lists_in_Dynamics_CRM_2011.aspx


    Sindu M


    • Edited by VidhiyaM Wednesday, March 27, 2013 8:51 AM
    • Proposed as answer by VidhiyaM Wednesday, March 27, 2013 11:30 AM
    Wednesday, March 27, 2013 8:48 AM
  • CRM -> Settings -> Product Catalog -> Price Lists.

    Create a new price list then assign an existing product to the price list, products can belong to multiple price lists without any issues. You then specify the price list in the opportunity which'll reference the specific products.


    -

    Wednesday, March 27, 2013 11:12 AM
  • Ok Jason,

    What happens once the opportunity becomes account.

    Is there any place for price list at account level?


    Saturday, March 30, 2013 5:53 PM
  • You need to add custom lookup to pricelist for this. and then make filter based on the lookup field.

    http://crmconsultancy.wordpress.com/2011/05/17/filtered-lookups-in-crm-2011/

    And back to topic, you need to create multi pricelist and then add pricelist items. pricelist items will lookup to your product entity.

    Monday, April 01, 2013 4:51 AM
  • Hi Dynamics CRM 31,

    If you create n to 1 trelationship with account, it will create pricelist at account level. Try it by settings->customize->customize system-> Entity-> pricelist-> create n to 1 relationship.

    This might be helpful, if so mark this as "Answer" or "Vote as helpful"


    Sindu M

    Monday, April 01, 2013 5:19 AM
  • Dynamics CRM 31, opportunities don't really "become accounts" in the standard CRM data model. You create opportunities for accounts, some of which may be of relationship type "prospect" and others might already be existing "customers". Accounts do have a standard field for the default price list to be used.

    In a scenario where you'd want to change the relationship type of the account from "prospect" to "customer" when the first opportunity for them is won, you could trigger a workflow that updates the related account upon opportunity status change. At the same time you could also set the account's default price list to be the same as the one used on the won opportunity. Then the next time you create a new opportunity for this account, it could automatically be using the same default price list.


    Jukka Niiranen - My blog: Surviving CRM - Follow @jukkan on Twitter

    Monday, April 01, 2013 6:57 PM