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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Should I update a Pric...
Microsoft Dynamics CRM (Archived)

Should I update a Price List or create a new one?

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Posted on by Tessacq 295

Hi

We have multiple Price Lists in our company that are updated once a year, basically one per region each on a different currency.

The point I would like to ask about is what should we do when we need to update the price of our products? Should we create new price lists or update the items on the existing one? I think both are possible solutions but I would like to understand what are the best practices are the consequences of using one method or the other. 

If we decide to create new ones, how does affect the price list field at the account record or the product record? I can see it would point to the old price list, should we just no populate that field?

Thanks

Teresa

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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at
    RE: Should I update a Price List or create a new one?

    Hi Teresa N,

    One approach is to extract the data from the existing price lists into Excel, then perform the necessary updates onto that data in Excel and import the data back into Dynamics CRM as price list items under a new price list. To update existing price list with new prices, you need to add a blank new price list record into Dynamics CRM. Then in the Excel sheet containing the prices you can alter the name of the price list to reference the new record and use the Import Wizard to create new price list item records in Dynamics CRM.

    By default, Dynamics CRM does not provide great tools for updating existing price list items. Sure, for many other entities you could use the export/import feature and do a bulk update in Excel, but since price list Items are neither available in Advanced Find nor are their views customisable, you cannot get the data exported with the necessary columns.

  • Tessacq Profile Picture
    Tessacq 295 on at
    RE: Should I update a Price List or create a new one?

    Hi Adrian, sorry but I don't think I understand your answer, I am getting confused with what is new what is updated.

    "One approach is to extract the data from the existing price lists into Excel, then perform the necessary updates onto that data in Excel and import the data back into Dynamics CRM as price list items under a new price list." -> Just to clarify, this one approach you are suggesting is to create new price list each year. Is my understanding correct? 

    I can see that you can export the price list items from each Price list from the associate grid. But  you say to import them in a new price list, so I guess 1) You have created the New Price list before 2) you are only exporting to get last year data? 3) You are copying the exported data into the price list items import template, the one received when we exported the data does not have the price list column for example. 

    "To update existing price list with new prices, you need to add a blank new price list record into Dynamics CRM. Then in the Excel sheet containing the prices you can alter the name of the price list to reference the new record and use the Import Wizard to create new price list item records in Dynamics CRM." I didn't really understand this. You start talking here about updating the existing price list with new prices but then you say to create a new blank new price list record?  In the other hand it is possible to update existing price list items using the export / import wizard. You can export the items from the associated grid on the price list. Export in excel, do the changes and then import the same excel back from Data Management > Import. The existing items would be updated.

     

    Thanks

    Teresa

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at
    RE: Should I update a Price List or create a new one?

    Hi Teresa N,

    Yes, that approach suggests creating new price list each year.

    1. You should create a new price list when you need it.
    2. You export any data you want to update.
    3. You can download a fresh template for data import if required.

    Yes, you will need to create a new price list. The new price list will need to contain the updated prices.

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