2

I think that Price Lists are not working as expected in CRM 4.0.

Here's a scenario. I have two price lists defined, Retail and Wholesale. I add some products and create price list items for them on the retail list. I add some other products and add them to the wholesale price list. But I don't set the default price list for any products.

My understanding (and I think CRM help supports this) is that the default price list is optional and that provided a product has a price list item for a price list that matches the price list of an opportunity or an order etc, the product can be added to a record.

So, if I have an order with a retail price list I would expect to be able to add products that have price list items on the retail price list.

What I find, in practice, is that I can't add any products to opportunities etc unless I set a Default Price List - which is weird because this is not a mandatory field.

And when I set a Default Price List of say retail, I find that products that only have retail price list items can be added to an opportunity with a wholesale price list. I sort of understand this, because I guess that is what the default price list is for. But I don't understand why products that don't have a default price list can't be used.

Category: Opportunity
STATUS DETAILS
Declined
Ideas Administrator

Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.

Comments

F

Thank you for your suggestion. We will consider this functionality for a future release. Best regards. This posting is provided "AS IS" with no warranties, and confers no rights.

Category: Opportunity