Skip to main content

Notifications

Project Service Automation forum
Suggested answer

Unable to Get the Price List while selecting onthe Opportunity or Quote Record.

Posted on by 154
,Hi Team,
 
below is my scenario, I have two sales price list and 1 cost price list on the Project Operation Environment.
 
Whenever we are creating the Opportunity then only Cost Price list is showing on the Product Price List I am not sure that should be OOB behavior. Same applies to when we are creating the Quote on the Product Price List and Project Price List only cost price list is available.
 
Now that cost price list if available because that record was created by my user and other user are unable to see that as well.
 
Also, if I provide the system admin to user behavior remain  the same. Also I am unable to find the security permision where I can provide the read access of pirce lisr record.
 
Previous there are table name on the security configuration named as Price List and now that is not available.
  • Amit Prajapati Profile Picture
    Amit Prajapati 154 on at
    Unable to Get the Price List while selecting onthe Opportunity or Quote Record.
    Thank you Priyesh. it resolved the issues for use. We need to remove the recent as well.
  • Suggested answer
    Priyesh Profile Picture
    Priyesh 7,390 User Group Leader on at
    Unable to Get the Price List while selecting onthe Opportunity or Quote Record.
    Hi Amit,
     
    It should be Sales Price only. I think it's the lookup rendering issue.
    Can you try to paste the whole name and see if the desired Price List is shown?

    I faced this in other lookups where I was not seeing the searched record but instead, the Recent Records kept showing up. Try turning it off.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Forum Structure Changes Coming Soon!

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,734 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,021 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,150

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans