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Importing Price List Items - Overlooked bug in process RRS feed

  • Question

  • Hi Guys,

    I think i've stumbled across an overlooked issue when importing price list items into CRM 2011.

    If you were to create a PLI manually, when you specify the product, it copies the associated unit group onto the form in the background, this is what's used to filter the 'unit' selection.

    However when you import a PLI, you are only allowed you to specify the Product and the Unit, not the unit group. If you later go into an imported PLI and change the Unit on the PLI, it gives you an error saying you need to indicate the product (but one is already indicated), what it's actually doing is revolting against the fact that the unit group 'secret' field isn't filled out and so it can't filter the units based on the unit group.

    I believe there is no easy way around this, so we've had to write a plugin to update that secret field directly in the DB.

    Am i missing something, or is this just a miss from the CRM team?


    Cheers Alastair - CRM Consultant
    Sunday, August 14, 2011 10:18 PM

All replies

  • I haven't tested your scenario but if you think you've uncovered an issue, please open a support ticket or post a suggestion to Connect so it can get the proper attention.

    Thank you!


    Regards, Donna

    Sunday, August 21, 2011 1:43 AM
  • Hi Alastair,

    Could you run a quick test for me on this? If you add an Order containing a price list that you've imported PLI's for and then add an order product, could you let me know if the 'product' lookup filters correctly?

    I have a ticket open at the moment with Microsoft whereby the product lookup returns all products in the product catalogue instead of just those associated with the price list selected on the order. I suspect a data issue as my customer has been importing lots of PLI's yet the problem doesn't appear on our dev environment.

    Thanks

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011
    Sunday, August 21, 2011 9:58 AM
    Answerer
  • Hi Rob,

    I can replicate the same issue. The product lookup on an order line isn't being filtered correctly.  (i.e. More products showing in the lookup, than products associated with the price list).

    I'll still lodge this ticket with MS and see if they can kill 2 birds with 1 stone :)

    Cheers


    Cheers Alastair - CRM Consultant
    Sunday, August 21, 2011 8:33 PM
  • Thank you very much for testing that for me Alastair, I have made the Microsoft engineer aware of this thread so hopefully not only will he provide me with a hotfix / script to fix the data, but prevent the issue from happening by fixing the import functionality.

    I have voted your response as helpful :-)

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011
    Sunday, August 21, 2011 9:06 PM
    Answerer
  • Hi Alistair,

    Just an update on my issue. The Microsoft engineer identified an issue with the 'existing product' field properties on the order product entity. The workaround was to import the order product entity from a vanilla organisation as an unmanaged solution.

    I don't think it helps your issue much but it may help you to fix your product lookup!

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011
    Wednesday, August 31, 2011 10:02 PM
    Answerer