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Microsoft Dynamics CRM (Archived)

Having problems with Products (and Quotes) in CRM2011.

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Posted on by 70

Hey,

we are having some serious problems in MS CRM 2011 and Products in combination with Multi Currency, but maybe just a small hint might solve this.

Our Basic Currency is US Dollars, but we are selling in several different currencies such as Bahraini Dinar (BHD) or Saudi Rial (SAR) and all related to the US$ with a fixed exchange rate. 

In detail:

  1. We have added some products, one discount list,  unit groups and a pricelist using the Basic currency US$.
  2. Additionally we have added a second pricelist for BHD. Off course the currency and exchange rate were added before.
  3. Now we want to add one pricelist item to the second pricelist (BHD) using as Pricing Method the Percent Markup ... option, lets say 200%, but get the error message "The price list currency must match the product currency when the pricing method is a percentage. Select a different product or price list and try again." 
  4. Using the Pricing Method  "Currency Amount" does off course work! ;-(((

We "read" from this message, that if we have now 2 options:

  1. Either we have to COPY all products to all currencies
  2. OR we have to use the STATIC Currency Amount Pricing Method.

Obviously this would be not very practicable, as we have about 1,000 products, with continuos price changes and both of the above would result in more or less unmanagable effort.

But maybe we are wrong and someone out here  can give us the missing piece to avoid these consequences...

Kind regards and thank you in advance for your reply.

Boris Uhlig

 

 

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  • CRM Manager Profile Picture
    on at

    Hi, I have encountered similar issue and unfortunately, you would need to create sepeate pricelist items for each price lists while applying % of list pricing method. I imported seperate pricelist items for each pricelsit (for e.g. euro, US, etc). What I did was to create an excel of pricelsit item in US currency and then created a copy of pricelsititems it for other currencies and then imported the same.  

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