{"id":1645,"date":"2015-09-28T06:44:33","date_gmt":"2015-09-28T06:44:33","guid":{"rendered":"http:\/\/himbap.com\/blog\/?p=1645"},"modified":"2015-11-30T10:35:12","modified_gmt":"2015-11-30T10:35:12","slug":"using-price-list-based-on-customer","status":"publish","type":"post","link":"https:\/\/himbap.com\/blog\/?p=1645","title":{"rendered":"Using Price List Based on Customer"},"content":{"rendered":"<p>Some time you may get requirement to use price list based on the customer selected in opportunity or order. In this post we are going to provide steps to implement this requirement. If you are new to price list I will suggest you to first go through <a href=\"https:\/\/msdn.microsoft.com\/en-us\/library\/gg334372.aspx\">this KB <\/a>which will help you to understand price list.<\/p>\n<p>To implement this requirement, mainly we need to do two following customizations:<\/p>\n<ul>\n<li>Setup a relationship between account and price list (1:N) and add price list sub grid on account, so that we could add multiple price list to account record<\/li>\n<li>Setup dependent lookup in opportunity, to show only price list associated with selected customer<\/li>\n<\/ul>\n<p>So let\u2019s first setup relationship between account and price list, use following steps:<\/p>\n<ul>\n<li>Navigate to <strong>Settings -&gt; Customizations-&gt; Customize the System<\/strong><\/li>\n<li>Navigate to <strong>Entities -&gt; Account-&gt; 1:N Relationship-&gt; New 1 to Many Relationship<\/strong> and provide name for the lookup field like following screen:<\/li>\n<\/ul>\n<p><a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/relationshp11.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-1657 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/relationshp11-300x148.png\" alt=\"relationshp1\" width=\"300\" height=\"148\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/relationshp11-300x148.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/relationshp11-1024x506.png 1024w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/relationshp11-624x308.png 624w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/relationshp11.png 1085w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<ul>\n<li><strong>Save<\/strong> and <strong>Close<\/strong> relationship dialog<\/li>\n<li>Open <strong>Account<\/strong> form under <strong>Account -&gt; Forms<\/strong><\/li>\n<li>Select any section on account form where you want to place sub grid for price list and click on <strong>Sub-Grid<\/strong> button under<strong> Insert<\/strong> tab in top toolbar<\/li>\n<li>Setup sub grid data source like below and click on <strong>Set<\/strong> button<\/li>\n<\/ul>\n<p><a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/accountsubgrid.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-1647 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/accountsubgrid-300x118.png\" alt=\"accountsubgrid\" width=\"300\" height=\"118\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/accountsubgrid-300x118.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/accountsubgrid.png 449w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<ul>\n<li>Save and\u00a0Close account form.<\/li>\n<\/ul>\n<p>We have created three price list and we are going to associate two price list with account. You can refer <a href=\"https:\/\/www.microsoft.com\/en-US\/dynamics\/crm-customer-center\/create-price-lists-and-price-list-items-to-define-pricing-of-products.aspx\">this KB<\/a> how to create price list in CRM.<\/p>\n<p><a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/pricelist.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-1655 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/pricelist-300x181.png\" alt=\"pricelist\" width=\"300\" height=\"181\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/pricelist-300x181.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/pricelist.png 490w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>Let&#8217;s\u00a0create a new account record or open any existing account record and associate two price list using <strong>+ sign<\/strong> in price list sub grid and select two following price lists:<\/p>\n<p><a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/addpricelist.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-1648 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/addpricelist-300x120.png\" alt=\"addpricelist\" width=\"300\" height=\"120\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/addpricelist-300x120.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/addpricelist.png 397w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>Now we have our price list associated with customer, so let setup dependent lookup field on opportunity entity to show only price list which is related to account selected in opportunity. Using following step to configure dependent lookup field:<\/p>\n<ul>\n<li>Navigate to <strong>Entities -&gt; Opportunity-&gt; Forms<\/strong><\/li>\n<li>Open <strong>Opportunity<\/strong> form and double click on <strong>Price List<\/strong> lookup<\/li>\n<li>We need to configure <strong>Related Record Filtering<\/strong> like below<\/li>\n<\/ul>\n<p><a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/dependentlookup.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-1649 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/dependentlookup-300x135.png\" alt=\"dependentlookup\" width=\"300\" height=\"135\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/dependentlookup-300x135.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/dependentlookup-624x280.png 624w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/dependentlookup.png 898w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<ul>\n<li>Click on Publish All Customization button available on top tool bar to publish all the changes we have done.<\/li>\n<\/ul>\n<p>Now when we will try to create new opportunity record\u00a0using our account, it will only show related price list under price list lookup record like following:<\/p>\n<p><a href=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/pricelist2.png\"><img decoding=\"async\" loading=\"lazy\" class=\" size-medium wp-image-1650 aligncenter\" src=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/pricelist2-300x111.png\" alt=\"pricelist2\" width=\"300\" height=\"111\" srcset=\"https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/pricelist2-300x111.png 300w, https:\/\/himbap.com\/blog\/wp-content\/uploads\/2015\/09\/pricelist2.png 392w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Some time you may get requirement to use price list based on the customer selected in opportunity or order. In this post we are going to provide steps to implement this requirement. If you are new to price list I will suggest you to first go through this KB which will help you to understand price list. To implement this&#8230; <a href=\"https:\/\/himbap.com\/blog\/?p=1645\">Read more &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[5,6],"tags":[212,210,211],"_links":{"self":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/1645"}],"collection":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1645"}],"version-history":[{"count":7,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/1645\/revisions"}],"predecessor-version":[{"id":1896,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/1645\/revisions\/1896"}],"wp:attachment":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1645"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1645"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1645"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}