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Dianna Davis - Dynamics Objects

Many Price Lists (discounts) in Single Quote Form

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Today’s post is about the product grid in Quote entity, and having more than one price list in a quote. In CRM out-of-the-box, the quote form provides you the selection of one price list per quote. The assumption is that the client that the price quotation is prepared for is entitled to one set of price discounts, which is expressed in the selected price list. The OOB CRM does not provide different price lists (discounts) for different products. To apply special discounts for a product in a price quotation, one needs to calculate and enter it manually.

In a solution we developed for a client, we replace the product grid with a customized product grid. It looks and works similar to the original product grid, but with an extra field to select a price list per item (product). In this case, the user firstly selects the Quote Price List, which dictates the products of a selected manufacturer the user is going to quote on, and then for each product the user can select a different price list, and different discount, as shown in the below image.

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