price list implementation?

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Hello - I'm trying to get a better understanding of price lists in CRM. Specifically, I'm working on a production issue where a user tries to send a quote and the quote view displays an error at the top of the quote: "The following error occurred: Missing Price List."

The user reported this as an issue and I'm trying to figure out the best way to address this issue. If a user encounters this error then my first impression is that the user probably needs to associate a price list with the quote.

Does the concept of a "default" price list make sense for quotes? If so then are there any special considerations around implementing this and how should this be implemented - ex - which level, what kind of technical implementation, etc?

Also, how can I identify whether or not a price list has been associated with a quote? I opened up a quote in the system and I didn't see any type of reference to a price list on the quote and I didn't see a section where a price list would be associated with the quote?

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AFTAB HUSSAIN on at

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Hello Andrew,

Please see the link - social.microsoft.com/.../how-to-remove-message-the-following-error-ocured-missing-price-list

Thank You !

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Karth on at

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Andrew,

Price List is a required field on the Quote form. This is required as this is also related to the Quote Products.

If you are not using the Price List for Quotes, then you could create a Default Price list and associate it with the Quote. Furthermore, if you want to present the user from selecting the Default Price List all the time, then you could assign the Default price list through JScript OnLoad and OnSave events and disabling the Price List field.

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Hosk on at

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Price list is a required field on quote so the users must select a price list and I don't think they can add products without out it.

Default price list does make sense but it also depends on how the users are using price lists. Does you company have default prices which they will always apply.

the simplest solution is to tell the user to select a price list and he won't get this error anymore

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Steven Foster on at

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If you are using CRM 2013 then you could use a real time workflow to associate the default price list, no coding very easy and removes the need for the user to do it.

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