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Dynamics 365 Community / Forums / Dynamics 365 general forum / Automatic Price List I...
Dynamics 365 general forum

Automatic Price List Item Creation

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Posted on by Nathan R 15

I'm working on a plugin solution (mostly found online in other threads) to create price list items automatically upon the creation of a new product. It's almost working except for when I go to add the price list item to an opportunity product it gives a message saying "error missing price." I figured out that I can get the price to appear if I open the product form and click the refresh button but can't come up with a way to fix it automatically. It could be a problem with the way the plugin is written to create the record, but I get the feeling otherwise as the same issue has persisted through every method I've tried, most recently using Microsoft Flow.

Categories:
Products
Development / Customization / SDK
  • Community Member Profile Picture
    Community Member on at
    RE: Automatic Price List Item Creation

    It is possible to choose between creating a price list that is used only digitally and creating one to be printed, and differences can be significant. If, on one hand, a digital price list has the benefits of being easy to distribute, low production costs, and being embeddable within a website, on the other hand it loses all the benefits related to the paper format. These can be summed up in terms of their user-friendliness, improved readability, and, most of all, by the fact that receiving a physical copy of a price list establishes a closer relationship between a company and the list’s user, which improves the probability that the catalog will be consulted, even at a later stage.

    A price list contains several different parts. Let’s consider the fundamental ones related to the document itself:

    Cover and back cover

       Thumb index

       Introduction pages: descriptions, advertising

       Chapter separators

       Table of contents: presented in alphabetical order, by code, or by category

       Final pages: company and purchasing information, notes

    As for information related to the products, as mentioned above, this information is essential. Below are the principal pieces of information to be included:

       Product name

       SKU

       Description

       Image

       Price

       Additional attributes (colors, measurements, etc.)

  • Nathan R Profile Picture
    Nathan R 15 on at
    RE: Automatic Price List Item Creation

    In an effort to keep this thread up to date with my progress and to correct an error I'd made in the original post, it is the product form that I have to refresh to get the price to show properly. This is leading me to believe that the issue has something to do with how the price is being calculated within that form (it is a calculated field based off of several factors within the form).

    It seems as though while the price is properly displayed within the product form after its creation, some aspect of it doesn't get updated in the background until the record is refreshed.

  • Nathan R Profile Picture
    Nathan R 15 on at
    RE: Automatic Price List Item Creation

    Thanks for the response Stefan. Your blog post was actually the first resource I used in my effort to automatically create the price list items. When I set up the flow it did successfully create a price list item upon the creation of a product, but I had the same issue I’m currently having which was the amount not being set properly. I see in your example that you set the amount to 1 for all of your items, however I am trying to instead set the pricing to 100% of list price.

  • StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: Automatic Price List Item Creation

    Hi Nathan,

    I've created a (Microsoft) Flow for this purpose.

    See my blog post:

    2die4it.com/.../

    You could use the trigger When a record is created. 

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