Regarding setting of Default Price list in Microsoft Dynamics CRM RRS feed

  • Question

  • Whenever I import products in to crm it shows a warning message ' default price has not been set' .What actually Default Price list means? I have 4000 different produts.It is very difficult to set default price list for each and every product. Please say any other method if available to sort out this issue
    Monday, December 9, 2013 4:36 AM

All replies

  • Hi,

    You need to have at least one Price list created in Settings --> Product Catalog --> Price lists. Open any of the Price list record. From the left navigation, open the list of Price list Items. Click "Add New Price list item" from the ribbon. In the new Price list Item window, select each of those 4000 products one by one. Unfortunately, this would be a manual process.

    You need to use Import\Export feature if you are looking towards bulk updates. You need to follow below steps.

    1. Create a Price list record.

    2. Export 4000 record having Pricelist column so that you can import it again.

    3. Open the exported file in Excel, set name of the Pricelist record in the Pricelist column. Save and Close

    4. Delete all those 4000 products from the system. (Do not delete if these products are used by Orders/Opportunity records)

    5. Import the file again.

    Above steps are not recommended If you have other Sales related data in the system. Please be careful to ensure that No records are linked to existing products before deleting them. If you are not sure then it would be good to go with the manual process otherwise you may land up in disturbing the data integrity.

    Hope this helps.

    Ajay Chawla

    Monday, December 9, 2013 11:13 AM