CRM 2011/2013 Understanding The Privilege to Show and Hide 'Write-In Product"

We often have requirement to hide the ‘Write-In Product’ choice for Salesperson to insist them to use Existing Product from Product Master records.

So the first way is by removing the inline grid, change to custom grid which doesn’t have editable in-line grid functionality, so that it will open a new window to Opportunity Product/Quote Product/Order Product/Invoice Product and then you can hide or make the write in Product as read-only field or disable the ‘Select Product’ to make it always ‘Existing’ using Form Editor or can use Javascript onLoad function.

Then there is now way to choose the Write In.

But, what if the users want to hide through this inline grid?

And there is no supported customization using Javascript to hide this.

Actually, there is a privilege managed in Security Role to control this visibility.

Go to the Security Role and go to Sales Tab.

In the Misc. Privileges, you can see the Override ‘entity’ Pricing.

So, for example you want to hide the ‘Write-in Product’ under Opportunity, then don’t give permission to ‘Override Opportunity Pricing’.

And here is the result..

But, unfortunately, this is also make the person assigned to that security role also cannot override the Price, it means always ‘Use Default’ pricing.

*If you want to show the 'Write-in Product' then you just give full access to 'Override Opportunity Pricing'.

*For another entity, you can give or not give permission to Override Invoice Pricing and so on based on your expected entity.

I hope in the next release, the Microsoft product team will split them into two different privileges.

It will work for clients who don’t want to the Salesperson using price different from the Price List assigned to them, some customers will agree to block those two functions.

I hope this helps you if your customer doesn’t allow the Salesperson to overwrite the price.

Thanks!