Thursday, 17 July 2014

10 Facts about Default Price List in Entity Product in CRM 2011/ 2013 that You Might Not Have Noticed

Maybe most of CRM Users or Developer did not care nor notice about Default Price List field in the CRM 2011/2013 Product Entity. But, actually, this field handles a significant role in CRM, especially for Quote and Pricing.

So, there are 10 facts about Default Price List that You might not have noticed before:

1. Default Price List field in the Product for the New Product record will be disabled at the very first time.

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2. After you save the Product, it will not automatically set the Default Price List and you also cannot choose Default Price List until you have Price List Item for this Product.

image

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3. Once you Create a Price List Item, the Price from Price List Item that you created before will be automatically become the Default Price List

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4. After you create another Price List Item, but you still have Default Price List attached, the Default Price List will remain the first one.

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4, One Product only can have 1 Default Price List assigned to.

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5. If your Product belongs to multiple Price List Item, you can change the Default Price List to those Price List Item.

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*Only shows the 2 Price List that Product belongs to.

7. Once you Remove the value of Default Price List field and then you Save the record, you will receive the Warning:

“Warning: A default price list has not been set.”

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*You will know that this is not merely a unnecessary warning, this will affect your extended amount to Zero!

8. After you remove the Default Price and currently this Product does not have Default Price List, once you create another Price List Item, it will will automatically assigned to the Default Price List.


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9. CRM only supports 1 Price List for each Quote by default, Once you Add Quote Product that does not exist in the Price List Item of Quote header Price List, there will be three cases that will happen:

- If the Product does not have Default Price List value, then once you added the Product that did not exist in the Price List Item of the Quote’s Price List, you would not be able to choose The Unit and would not be able to add the Product to the Quote from other Price List, CRM only supports 1 Price List for each Quote (out of the box).

No Product and Unit found

- Since CRM Only support 1 Price List for each Quote, so that if the Users want to add Product from Different Price List, that Product should be having a Default Price List. You should set the Default Price List field in the Product Master setup (see picture from step 8) and make sure in the Default Price List you have the selected Product with specific unit selected from Quote Product and make sure with same currency with Price List in the Quote header. Then, now your Quote supports for ‘multiple price list’ indirectly.

So, this is the key role of the Default Price List, that is to Enable User adding a Product that does not exist in the Quote header Price List.

- If you have managed to add Quote Product to the Quote because currently the Product has Default Price List, later you remove the Default Price List value of that Product, if you refer back to the existing Quote Product, you will receive an error

“The following error occurred: An error occurred during pricing of a detail line item”

that causes the Extended Amount will not be calculated automatically.

You will see that the Extended Amount is Zero (0.00)

10. If you change the Price from Default Price List, then in the Quote you use Pricing method: ‘Use Default’ instead of ‘Override Price’, then if the Product is in any Quote that still with Status = Draft, then when you come back to the Quote, it will reflect the Selling Price in each Draft Quote:

If has default price list, price list changed draft quote product will be reflected

Formerly, it was RM 45,000.00
Now, it is RM 48,000.00

Then, the same thing will happen if you revise Quote, the new Quote created after revision, will be Quote with status = Draft. So, when you go to Quote, it will use the RM 48,000.00 (new value, not the old value RM 45,000.00)

Newly Quote after revise

So that, if you Create a Quote, the Total product amount is A currently, then you do Revision, then you see the total product amount suddenly was increased to B, then you should realize that the Product Price was set to ‘Use Default’ which is if you change the Price, it will reflect the new Price for Draft Quote, but the former Quote was with Status = Revised, it means closed but revised, it will remain using the old price, that is RM 45,000.00

Closed revised quote after active use old value

Closed revised quote after active use old value2

Closed Quote still use the Old Value: RM 45,000.00
New Quote from revision will use the New Value: RM 48,000.00

And I think number 9 and 10 will be the Most Important Part and Role for Default Price List, don’t remove the Default Price List, otherwise your Quote will be having a lot of problem! Don’t make your CRM Environment in danger Smile

[Updated]: There is an interesting forum post:
https://community.dynamics.com/crm/f/117/p/143114/314872.aspx#314872
Talking about multiple Price List..

Yes, you can pick product from different price list as long as you have set the default price list for this product for specific unit with same currency as defined in the Quote.
Otherwise, your extended amount will not be calculated automatically by CRM and you will receive a warning telling quote product error because no default price for this specific unit and this product does not exists in specific unit in the selected Price List.


Hope it helps!
Thanks!

88 comments:

  1. Do you know any reason why price list field in the opportunity forms are locked? (it is claimed by some users in our organization, but I can't replicated it on my side despite having the same roles.

    TIA!

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  6. So, I updated the family hierarchy to include more parents and then reran products to test it with one item, and I am getting the following error: [Dynamics CRM Destination [11]] Error: An error occurred with the following error message: "System.Exception: Error(s) occurred when processing the batch: [1] CRM service call returned an error: You can't add a product family to a pricelist. (SSIS Integration Toolkit for Microsoft Dynamics CRM, v7.4.0.6006 - DtsDebugHost, v11.0.2100.60)

    Any idea?

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  8. Hi, great tips, in my case, the field is locked, and show the symbol ***, and i try unlock with form editor, as a negative result. Try import data with field default pricelist, but as a negative result. help me, thanks. My version is Dynamics 365 Sales.

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