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Selecting items in opportunity from several price lists RRS feed

  • Question

  • Hi All,

    I have an urgent need, I have a business solid requirement for being able to select
    different price list for each item line in a single opportunity.

    Please advise if it can be done without development or if it can be done by development?

    If yes, is it considered as complicated solution?

    Thanks,

    Ami.

    Monday, March 18, 2013 11:32 AM

Answers

  • This is out of box behavior - IF your price lists are the same currency. You can select Price List A, then add the products you want from that price list, THEN change the price list of the opportunity to Price List B, and add the products you want from THAT price list. The items you already added from Price List A will not change.

    The only issue is that you cannot change the currency of the opportunity without wiping out your selected products, and you can only select price lists that are in the same currency as the opportunity.

    It's a little tedious to change price lists for each item when entering data, but it can be done without development.

    Monday, March 18, 2013 6:40 PM
  • In reply to Ken, the prices will change if the newly selected price list has an entry for the previously selected products. In this case the existing prices will be updated with the price from the new price list. But you're right in that products that are not in the new price list will not be modified.

    The easiest way to do this would be to just override the price on the line item, however you're then going to lose the functionality of having set prices. It depends on your requirement.

    Generally speaking the products added to an opportunity or invoice etc should only be for a single price list (not including write-in or overridden prices). Unless there is a suitable workaround, like adding all the prices into 1 price list, you're going to have problems.

    Paul

    Tuesday, March 19, 2013 5:53 AM

All replies

  • Hi Ami,

        It can be achieved by using a custom Opportunity Product to Price List 1:N relationship. This is possible. But Opportunity entity needs Price List so you would need to set some price list for Opportunity entity. For any further changes/requirements you would need to write custom development. If just adding new relationship does the trick then this is not complicated, if further development is required for any other requirements solution complexity would depend on what further changes are required.

    Hope this helps.
    -----------------------------------------------------------------------

    Minal Dahiya
    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Monday, March 18, 2013 11:41 AM
  • This is out of box behavior - IF your price lists are the same currency. You can select Price List A, then add the products you want from that price list, THEN change the price list of the opportunity to Price List B, and add the products you want from THAT price list. The items you already added from Price List A will not change.

    The only issue is that you cannot change the currency of the opportunity without wiping out your selected products, and you can only select price lists that are in the same currency as the opportunity.

    It's a little tedious to change price lists for each item when entering data, but it can be done without development.

    Monday, March 18, 2013 6:40 PM
  • In reply to Ken, the prices will change if the newly selected price list has an entry for the previously selected products. In this case the existing prices will be updated with the price from the new price list. But you're right in that products that are not in the new price list will not be modified.

    The easiest way to do this would be to just override the price on the line item, however you're then going to lose the functionality of having set prices. It depends on your requirement.

    Generally speaking the products added to an opportunity or invoice etc should only be for a single price list (not including write-in or overridden prices). Unless there is a suitable workaround, like adding all the prices into 1 price list, you're going to have problems.

    Paul

    Tuesday, March 19, 2013 5:53 AM
  • Thank you all for the help :)
    Saturday, March 23, 2013 6:28 PM