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D365BC <> D365 Sales Customer Price Groups & Price List noob question alert

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Posted on by 142

Hi!

I have set up a customer pricing group (eg. TEST_PL) in D365BC which I then assigned to a particular customer also in BC.

The customer pricing group got pushed across to D365Sales successfully.

How do I add products/pricing to the TEST_PL in BC or is it done in D365Sales?

Where do you set the default pricelist to a particular account or quote in D365Sales or should it come across from D365BC?

cheers

jay

  • Verified answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: D365BC <> D365 Sales Customer Price Groups & Price List noob question alert

    Hi Jay,

    Please refer to the following documentation to know how to define pricing for products with price list.

    Define product pricing - Sales Enterprise | Microsoft Docs

    And refer to this one for creating quotes.

    Create and manage quotes - Sales Professional | Microsoft Docs

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