Still celebrating National IT Professionals Day with 3 months of free Premium Membership. Use Code ITDAY17

x
?
Solved

CRM 2011 Product/Price List Configuration

Posted on 2016-08-22
7
Medium Priority
?
118 Views
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.

Details:
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

Thanks
0
Comment
Question by:apollo7
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 5
  • 2
7 Comments
 
LVL 30

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?
0
 
LVL 1

Author Comment

by:apollo7
ID: 41765438
Thanks, I am checking this out.
0
 
LVL 1

Author Comment

by:apollo7
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.

Thanks
produc.png
0
The top UI technologies you need to be aware of

An important part of the job as a front-end developer is to stay up to date and in contact with new tools, trends and workflows. That’s why you cannot miss this upcoming webinar to explore the latest trends in UI technologies!

 
LVL 30

Accepted Solution

by:
Feridun Kadir earned 2000 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.
0
 
LVL 1

Author Comment

by:apollo7
ID: 41765563
Thanks, I will look for a custom process for adding Products and try the other steps you suggested.
0
 
LVL 1

Author Comment

by:apollo7
ID: 41766854
Update: there is a custom process, I am reviewing it today with the person in charge of pricing.
0
 
LVL 1

Author Closing Comment

by:apollo7
ID: 41768411
Thanks for the answer, it is a custom process and was able to resolve the problem.
0

Featured Post

Build and deliver software with DevOps

A digital transformation requires faster time to market, shorter software development lifecycles, and the ability to adapt rapidly to changing customer demands. DevOps provides the solution.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part I
In this blog, we’ll look at how improvements to Percona XtraDB Cluster improved IST performance.
The viewer will learn the basics of jQuery, including how to invoke it on a web page. Reference your jQuery libraries: (CODE) Include your new external js/jQuery file: (CODE) Write your first lines of code to setup your site for jQuery.: (CODE)
The viewer will learn the basics of jQuery including how to code hide show and toggles. Reference your jQuery libraries: (CODE) Include your new external js/jQuery file: (CODE) Write your first lines of code to setup your site for jQuery…

721 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question