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Default Pricelist Opportunity

Önerilen Yanıt Default Pricelist Opportunity

  • 10 Mayıs 2012 Perşembe 09:58
     
     
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    The scenario is:

    Users in different countries has their own portfolio of customers. Business rules say that those customers gets offers in their local currency - with few exceptions. We also have pricelists named by Currency (Country).

    How do I add a Default pricelist when creating a new Opportunity? Will it be to read the value from currency on the opportunity and propose Pricelist = Currency by using javascript?

     

Tüm Yanıtlar

  • 10 Mayıs 2012 Perşembe 10:08
     
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    you can write an Onload javascript for the opportunity form as below,

    function Set(fieldName) 
    {
                      if(fieldName != null) 
    {
    var lookupValue = new Array();
    lookupValue[0] = new Object();
    lookupValue[0].id = '00000000-0000-0000-0000-000000000000'; //GUID of the Pricelist Record
    lookupValue[0].name = 'Price List'; //Name of the Record(Pricelist)
    lookupValue[0].entityType = 'pricelevel';
     
    Xrm.Page.getAttribute(fieldName).setValue(lookupValue);
    }

    }

    -Purush

    • Yanıt Olarak Öneren Purush(MCTS) 10 Mayıs 2012 Perşembe 10:08
    •  
     
  • 10 Mayıs 2012 Perşembe 10:11
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    Hi,

    you can do that you can read currency name from currency field and can pass currency name to one function, which will fetch pricelist based on the name passed.

    I have written function to fetch pricelist based on it's name, you need to modify this function accordingly

    refer :http://mahenderpal.wordpress.com/2011/06/28/set-default-price-list-in-ms-crm-2011-using-java-script/

    let's us know if you are having any issue.

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  • 10 Mayıs 2012 Perşembe 12:22
     
     
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    after read currency name from currecy field you can use this function

    function frmOnLoad() {
        // If form Type = Create
        if (Xrm.Page.ui.getFormType() == 1) {
            // 1st Paramter is Price List Name, 2nd Paramter is Price List GUID
            SetDefaultPriceList("test", "{9560968A-547A-E111-AAA0-00505683000F}");
        }
    }

    function SetDefaultPriceList(prmPriceListName, prmPriceListId) {
        //Create an array to set as the DataValue for the lookup control.
        var lookupData = new Array();
        //Create an Object add to the array.
        var lookupItem = new Object();
        //Set the id, typename, and name properties to the object.
        lookupItem.id = prmPriceListId;
        lookupItem.typename = "pricelevel";
        lookupItem.name = prmPriceListName;
        // Add the object to the array.
        lookupData[0] = lookupItem;
        // Set the value of the lookup field to the value of the array.
        Xrm.Page.getAttribute("pricelevelid").setValue(lookupData);
    Xrm.Page.data.entity.attributes.get("pricelevelid").setSubmitMode("always");
    }

    Crm Software Specialist

     
  • 14 Mayıs 2012 Pazartesi 09:42
     
     
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    Everything looks fine when I use this code. The correct pricelist is defaulted (at least it look like it on hte screen), but when I Save the recI'm told that:

    Record is unavailable

    The requested record was not found or you do not hav suficient permission to view it.

    Log File::

    Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: PriceLevel With Id = f7681105-17c3-e011-80ea-1cc1de0875ed Does Not ExistDetail:
    <OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
      <ErrorCode>-2147220969</ErrorCode>
      <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
      <Message>PriceLevel With Id = f7681105-17c3-e011-80ea-1cc1de0875ed Does Not Exist</Message>
      <Timestamp>2012-05-14T08:35:03.3376077Z</Timestamp>
      <InnerFault i:nil="true" />
      <TraceText i:nil="true" />
    </OrganizationServiceFault>

    Troubleshooting:

    I've tried to google for information without finding any help. When I press the lookup button for Price List I can manually select the Pricelist. Then it's OK.

    Reason/Solution?

    Since I've no ideas about what's wrong suggestions would be much welcomed!

    Hans Inge

     
  • 14 Mayıs 2012 Pazartesi 11:01
     
     
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    Hi Hans,

    Can you verify that you have the correct ID for the price list?

    This error looks like there is no price list record with that ID.

    Dimaz Pramudya - CRM Developer - CSG (Melbourne) www.xrmbits.com http://twitter.com/xrmbits