Pricelist settings

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Pricelist availability

I have a pricelist, which at a certain date (let's after 1-may-2021) I want to prevent users to select that pricelist and therefor the product. I could deactivate a pricelist, on that date, so it won't be visible anymore.

I deactivate a pricelist today expecting it would not be visible in pricelist drop down list, however I still see the deactivated pricelist.

So I have changed the lookup settings to only show only Active pricelist, this seems the only way to prevent users selecting, the one which is In-active.

Another option is to set a date as explained below, but I set a pricelist with an end date, for example to 17-apr-2021, I can still add the pricelist.

In the documents you can set an end date, so I would presume that when I create an opportunity, product or quote, that after that date you can't select that price list anymore.

I don't want to delete the pricelist, because occasionally I need to add some products, with this pricelist.

I just to prevent that users, other then the system admin, can select that pricelist after 1-may-2021.

So what are the option?

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Dynamics 365 Forums on at

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RE: Pricelist settings

Thank you, for explanation, to build such a workflow would not be needed, as we only want one pricelist to be "invisible"
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Fubar 2,756 on at

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RE: Pricelist settings

If you have set the view to an only show Active records view you probably still seeing the deactivated price list for the following reasons

The 'Disable most recently used' tickbox is unchecked.(on the properties of the lookup attribute on the form) - the recently used list will even show deleted items

The list is being populated off another record e.g. a parent account - the pre-fill of relationship mappings does not look at what the view that is selected is

Depending on what you are doing there are a number of different ways to address it, but most are a customization, and most likely you just need to throw in a bit of JavaScript

Have javascript that triggers on change of the Price List attribute to check the date(s) - put an error, .setNotification(), on the field if not valid

If the issue is the pre-fill have JavaScript on Form onload that if the price list is populated check its dates
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LuHao 40,888 on at

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RE: Pricelist settings

Hi partner,

We can change the default view of Price List lookup field to Active Price Lists, and create a scheduled flow to activate and deactivate the Price List based on Start Date and End Date per day.

Step 1.

Edit the Opportunity/Quote/Order/Invoice form, chenge properties of the Price List lookup, chenge the Default View to Active Price Lists, select View Selector to Off.

Step 2.

Create such a flow.

This way, the administrator or manager kust needs to set the start date and end date of the Price List. flow will de-activate Price Lists that are not within the effective date and have an active status every day, and activate Price Lists that are within the effective date and have an inactive status.