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Dynamics 365 general forum

Edit Product from Subgrid in Quote form

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I am working on a project that requires products' prices to dynamically update depending on the other products entered on the quote.  For example, if 5 qualifying products are entered on the quote then each of their prices should adjust given that 5 items are entered.  The more products a customer purchases, the cheaper each product gets.

I figured Javascript OnSave in the Quote form would be the best approach for this project.  The issue I am having now is figuring out how to edit the product record itself after pulling the information from the product subgrid on the quote form.  Is this possible?

What are your thoughts and/or recommendations? Thanks

  • RE: Edit Product from Subgrid in Quote form

    Thanks Ravi.  Creating a plugin looks to make the most sense.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Edit Product from Subgrid in Quote form

    Hi,

    I think plugin on post operation/ create of quote product should be the best way as you will have more control and the value is actualy updated in the record i.e. When a Quote Product is added, retrieve the quote products for the same quote and then based on the count update all the quote products amount.

    The problem with JS is that even if you are able to achieve/ set the amount on the Qupote Product subgrid, if someone opens up the quote product records, it will show the amount saved in the database.

    Hope this helps.

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