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Problems with Products/Price List & Currencies! Any idea?

Question
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Hey,
we are having some serious problems in MS CRM 2011 and Products in combination with Multi Currency, but maybe just a small hint might solve this.
Our Basic Currency is US Dollars, but we are selling in several different currencies such as Bahraini Dinar (BHD) or Saudi Rial (SAR) and all related to the US$ with a fixed exchange rate.
In detail:
- We have added some products, one discount list, unit groups and a pricelist using the Basic currency US$.
- Additionally we have added a second pricelist for BHD. Off course the currency and exchange rate were added before.
- Now we want to add one pricelist item to the second pricelist (BHD) using as Pricing Method the Percent Markup ... option, lets say 200%, but get the error message "The price list currency must match the product currency when the pricing method is a percentage. Select a different product or price list and try again."
- Using the Pricing Method "Currency Amount" does off course work! ;-(((
We "read" from this message, that if we have now 2 options:
- Either we have to COPY all products to all currencies
- OR we have to use the STATIC Currency Amount Pricing Method.
Obviously this would be not very practicable, as we have about 1,000 products, with continuos price changes and both of the above would result in more or less unmanagable effort.
But maybe we are wrong and someone out here can give us the missing piece to avoid these consequences...
Kind regards and thank you in advance for your reply.
Boris Uhlig
- Edited by Boris Uhlig Tuesday, December 13, 2011 10:57 AM
Tuesday, December 13, 2011 10:56 AM
Answers
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You could also write a tool using the SDK to copy all of the products for you as a batch job.
http://www.microsoft.com/download/en/details.aspx?id=24004
Jamie Miley
Check out my about.me profile!
http://mileyja.blogspot.com
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Follow Me on Twitter!- Proposed as answer by Jamie MileyModerator Wednesday, December 14, 2011 4:26 AM
- Marked as answer by Jamie MileyModerator Sunday, April 1, 2012 8:06 PM
Tuesday, December 13, 2011 4:22 PMModerator -
Given that markup percentages are based of the list price and cost fields on the Product entity it requires the currencies to match.
Here is a workaround that would require some development work...
It does allow the currency amount to be set so the job would be provide it with the currency amount and perform the neccessary conversions and calculations in the background.
If the prices tend to change often... you could create this as a batch processing tool or a plugin on product and pricelistitem should do the trick...
Add custom attribute either on the product for sar markup % and similarly for other currencies as well. In the plugin read the pricelist items for the product check the markup % for that, the currency conversion rate for that... do the math... and save the resultant amount in the price list item...
if for all products the markup would remain same u could add the percent field on price list.
HTH
Sam
Web: http://www.inogic.com
Blog: http://inogic.blogspot.com
Email: news@inogic.com
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".- Proposed as answer by Sam - Inogic Wednesday, December 14, 2011 12:36 AM
- Marked as answer by Jamie MileyModerator Sunday, April 1, 2012 8:06 PM
Wednesday, December 14, 2011 12:36 AM
All replies
-
You could also write a tool using the SDK to copy all of the products for you as a batch job.
http://www.microsoft.com/download/en/details.aspx?id=24004
Jamie Miley
Check out my about.me profile!
http://mileyja.blogspot.com
Linked-In Profile
Follow Me on Twitter!- Proposed as answer by Jamie MileyModerator Wednesday, December 14, 2011 4:26 AM
- Marked as answer by Jamie MileyModerator Sunday, April 1, 2012 8:06 PM
Tuesday, December 13, 2011 4:22 PMModerator -
Given that markup percentages are based of the list price and cost fields on the Product entity it requires the currencies to match.
Here is a workaround that would require some development work...
It does allow the currency amount to be set so the job would be provide it with the currency amount and perform the neccessary conversions and calculations in the background.
If the prices tend to change often... you could create this as a batch processing tool or a plugin on product and pricelistitem should do the trick...
Add custom attribute either on the product for sar markup % and similarly for other currencies as well. In the plugin read the pricelist items for the product check the markup % for that, the currency conversion rate for that... do the math... and save the resultant amount in the price list item...
if for all products the markup would remain same u could add the percent field on price list.
HTH
Sam
Web: http://www.inogic.com
Blog: http://inogic.blogspot.com
Email: news@inogic.com
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".- Proposed as answer by Sam - Inogic Wednesday, December 14, 2011 12:36 AM
- Marked as answer by Jamie MileyModerator Sunday, April 1, 2012 8:06 PM
Wednesday, December 14, 2011 12:36 AM