Dynamics 365 CE: Set Default Price List using in-built rules

Users often demand to default a price list when they are creating an Opportunity, Quote, Order or Invoice. There are multiple approaches to achieve this, however, I prefer using in-built rule to set the Default Price list.

Dynamics 365 has an in-built rule that can automatically set a default price level (price list) for an opportunity, quote, order, or invoice based on the sales territory of the user who creates or updates the opportunity, quote, order, or invoice record.

Let’s see how we can configure this rule

Problem

Set Default Price Level (Price List) based on a user’s territory

Solution

First we need to make sure in-built rule for Price List selection is enabeled:

Under Sales tab, make sure “Allow selection of default pricelist for opportunity via inbuilt rule” is set to Yes.

• Go to Advanced Settings -> Administration -> System Settings.
• Under Sales tab, make sure “Allow selection of default pricelist for opportunity via inbuilt rule” is set to Yes.

Next, let’s create Sales Territories and assign users to it:

• Go to Business Management -> Sales Territories.
• Create Sales Territories as per your need, for this example we created a territory called “USA”.
• Now click on Related tab and choose Members.

• Add Members (users) as per your need.

Next, we need to add a connection role to link this Territory with a Price List:

• Click on Related tab and choose Connections.

• Click on Connect button.

• Under Connect To tab, in the Name lookup, choose desired Price List.

Pleas note, if you do not see Price List, click on Change View in the lookup and choose Price List record type and appropriate view.

• Now, click on Details tab and select Territory Default Pricelist (this is a system connection role needed to set default price list based on territory) in the As this role lookup.

• Save the Connection.

Configuration is completed, let’s test it.

Result

Now when users create an Opportunity, Quote, Order or Invoice, default price is set already:

Similarly you can configure other territories as per your need.

That’s it, Quite Easily Done!