![]() ![]() Note: If more than one price list is associated with a territory, then the price list is not populated. Now when a new Opportunity is created, and the customer does not have a default Price List set, it would be read from the Territory Default Price List connection. Make sure to create the connection from within the Price List. ![]() You now find an OOB Connection role Territory Default Price List. Next step is to associate Territories with Price List through Territory grid available in Price List (which is essentially connections re-purposed). You can check the settings in Settings windows. ![]() The Price List would be set based on the logged in user’s territory if there is no default Price List set for the customer.īy default this feature is activated in all new CRM Online trials. In this Price List needs to be associated with Territory and User is associated with a Territory. With the new release Microsoft has shipped in automation to process of setting Price List on these.Īnother way to associate Price List that has been introduced in Update 1. You are only able to add Products that have prices defined in the selected price list. Price List is critical and needs to be set since the line items on these transactions depend on the Price List selected. If there was no price list set for the customer, it would be left blank and the user would be required to set it manually. Traditionally Price List in any of the transactions like Opportunities, Quote, Orders or Invoices was set by reading it from Customer. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |