Monday, January 19, 2009 10:42 PM
I am having a bit of trouble with the price list section of CRM. I have 3 different price sheets, 2 of the sheets are with the same Item #'s but with different pricing. The last list contains different pricing and different item #.
I thought that when creating a quote, I would be presented with a list of products regarding the specified Price Sheet.
Price Sheet 1: Item # 123 = $23.00
Price Sheet 2: Item# 123 = $52.00
Price Sheet 3: Item #548 = $123.00
1. I create a new quote and in the Price List -- I will input the PRICE SHEET 1
2. Once I save and go into the Existing Products tab, I have the option to add Products.
3. When I open the Products window, I expect to see only the items under PRICE SHEET 1.
Extra Note: I only added the item #'s once in the PRODUCTS under Product Catalog in Settings.
Is there something I am missing? I thought it could be the UNIT, or SITE but I read up on their definitions, and it doesn't seem like they are related to the issue I'm having.
Thank you very much in advance!
Friday, January 23, 2009 6:43 PM
You are not missing anything in your logic. This is a by-design behaviour. CRM would always show all the products when you add new products to a quote, opportunity and so on. If you need the lookup to show only the products from the chosen price list, you would have to do some coding. You could get the pricelist of the current (let's say) quote on the "Add existing product" page's onload event and then you could filter the lookup showing the products to show only the appropriate ones. Here is how to filter a lookup in CRM 4.0: http://jianwang.blogspot.com/2008/05/mysterious-crm-lookup-ii.html.
I hope that helps,
- Marked As Answer by Donna EdwardsMVP, Owner Friday, June 19, 2009 6:57 PM
Friday, January 23, 2009 6:52 PM
Thank you for your reply. I don't code so I will have to ask someone, and then I will mark the answer to this. Thank you!