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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Where I can set new Pr...
Microsoft Dynamics CRM (Archived)

Where I can set new Price List as default Price List?

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Posted on by Community Member

Hi All,

How and where I can change default Price List?

I was reading the following information: msdn.microsoft.com/.../dn858605.aspx, but I have understand nothing.
Also I was reading about Sales Territories, but in our project they are not used.

Thanks advance.

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I have the same question (0)
  • Suggested answer
    Aditya_Patil Profile Picture
    Aditya_Patil 346 on at

    Hi Nataly,

    You have to navigate to Settings >> Product Catalog >> Price List. There you can create or edit Price List.

  • Community Member Profile Picture
    Community Member on at

    Hi Aditya,

    Yes, I did it.

    But how I can set this new Price List as default Price List?

  • Verified answer
    Aditya_Patil Profile Picture
    Aditya_Patil 346 on at

    Also, to set your new price list as default price list either select newly created price list in look up or create a simple business rule on entity form which sets value of field Pricelist. Once business rule is activated, every new entity record will have new default price list is set.

  • Community Member Profile Picture
    Community Member on at

    Yes, it works. Thank you.

    But can I set the new Price List as default Price List for all sales entities without business rules or it is impossible?

  • Aditya_Patil Profile Picture
    Aditya_Patil 346 on at

    No other way or ribbon button for this action.

  • tctc Profile Picture
    tctc on at

    If you do not use it it will not work anyway...

    Why not just go for a Business Rule to set it?

    Cheers Markus

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