CRM 2011 Product/Price List Configuration

Posted on 2016-08-22
Last Modified: 2016-08-24
I have a problem with the configuration of the Product/Default Price List  I am missing a default price in the Product and it appears it cant be changed.

A specific product seems not to be configured fully – it displays that there is no default price list or price (null).  This causes an error pop-up during transactions (e.g. adding a line item)  – there is no defined price so CRM cannot run any calculations  

Items should be associated with the US Price List with a price of $1, but CRM will not let me change the Product/Price List defaults.

How can I change these configurations when they are grayed out and read-only

Question by:apollo7
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LVL 29

Expert Comment

by:Feridun Kadir
ID: 41765398
For the problem product, please open the Product record and select Price List Items on the left hand navigation in the form. Do you have any price list items listed? If not, then this is the first issue.
If you do, then you should be able to select a default price list from the list of price lists used for price list items.

You say the configurations are grayed out, could it be that the product has been deactivated?

Author Comment

ID: 41765438
Thanks, I am checking this out.

Author Comment

ID: 41765467
I have attached a screenshot of the Product in question.  It does not have Price List Items on the left nav.  Please advise.

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LVL 29

Accepted Solution

Feridun Kadir earned 500 total points
ID: 41765493
OK, it seems that your system has been customized so that price list items aren't showing on the product record. Perhaps you have a specific process for adding new products that takes care of price list items?

You could try navigating to price lists (Settings | Product Catalog | Price Lists) and then opening the relevant price list and seeing if you have Price List Items listed on the left hand navigation. If you do, you can review the list to see if your product is on the price list and if it is not in the list you will need to add one.

To explain, to use products on quotes, orders, invoices, the product must have a price list item entry on the price list associated with the quote, order or invoice. If it does not then the product can't be added to the sales record. You can have multiple price lists and a product does not have to have a price list item for every price list.

Author Comment

ID: 41765563
Thanks, I will look for a custom process for adding Products and try the other steps you suggested.

Author Comment

ID: 41766854
Update: there is a custom process, I am reviewing it today with the person in charge of pricing.

Author Closing Comment

ID: 41768411
Thanks for the answer, it is a custom process and was able to resolve the problem.

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