Setting Default Unit on Sales Order

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I am trying to figure out how to automatically add the default unit when I am selecting products on a sales order for CRM2011. My attempts to add On Change java script have ended up breaking my product / default price list lookup. This seems to be a common issue. Does anyone have directions on how to do this without breaking the lookup?

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Gus Gonzalez 27,113 on at

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I have only seen this accomplished via JavaScript.

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Community Member on at

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Yes however, when I try to use javascript OnChange, it breaks the lookup for the product and price list.

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I have applied a java script to my Order Product / Productid OnChange, to set the default unit whenever a Product is selected. Now when I click on Existing Product Lookup which sorts the Products to the default Price List is broken . Now I get all products regardless of the price list. Any solutions for this?

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Daniel Bergsten 110 on at

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Here's how to fix the Parent price list issue: crmandsharepoint.blogspot.se/.../view-products-in-parent-price-list-is.html

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Thank you, do you know how to make it work correctly so my users don't have to select a unit every single time. 99% of the time its the default unit there looking for?

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Daniel Bergsten 110 on at

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It seems to work if you first implement the OnChange javascript. Then export the solution and fix the lookup view. But I guess without any guarantees...

I used this script, works excellent: crmuk.wordpress.com/.../crm-2011-set-default-unit-when-selecting-a-product

And then the "parent" view fix from: crmandsharepoint.blogspot.se/.../view-products-in-parent-price-list-is.html

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So, if I implement the OnChange javascript first, then fix the lookup view, leaving the OnChange event applied to the productid field in the form, the system "should" automatically insert the default unit?

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Daniel Bergsten 110 on at

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Yes.

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AFTAB HUSSAIN on at

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Hello,

Refer the links below. See if this helps.

social.msdn.microsoft.com/.../lookup-view-for-existing-products-does-not-use-parent-price-list-view-in-crm-2011

blogs.msdn.com/.../exisitng-product-lookup-lists-all-the-products.aspx

Thank You !

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