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As many might know, the business logic of Sales did not allow to add products to Quotes from different price lists by restricting the product lookup view selector. However, there were some workarounds as mentioned here: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/218095/other-products-in-other-price-list?pifragment-97030=1#responses
These workarounds seem not to work anymore, because now we receive an error after selecting a product from a price list different to the quote price list:
Analysing this i found a new option under System Settings -> Sales (Web Client) or App Settings -> Product Catalog Settings (Hub). See https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/make-price-list-optional for more informations.
For us this sounds as if that option should allow adding products associated to different price lists. However, setting that option to "Yes" did not help, we still receive the error. Is it my misunderstanding or is it a bug?
Assistance will be highly appreciated.
This sound like a bug, I just tried to add a quote product to a quote that doesn't have a price list selected and I wasn't having any issues. I would recommend submitting a support ticket with microsoft.
Please mark this answer as verified if this was helpful.
thank you. It seems the new feature only works in the unified interface. Since our client is still using the (old) web client I tried it out in the web client, where the quote price list is always mandatory, no matter if the new option is set to yes or not.
Hi Dima, yes that is correct. Since the legacy interface is being deprecated in Oct 2020, most of the new features will only work on the Unified Interface.
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