Dear, All,
i've assigned a priclist to an account in account master data. if i create a opportunity the priclist field in the opportunity keeps empty, this should be field be default from account's pricelist.
if i use advanced functionality to take pricelist from the Region it works, but for my customer we need individuell pricelist taken from the account.
Any ideas?
Best Regards
Andreas
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Hi
This would work if you create a new Opportunity from the Recent Opportunities Sub-grid.
If you create a new Opportunity and select the account it does not automatically populate the Price List value of Account into the Price LIst of Opportunity.
Also you can always modify the Price List in both records (after creation) at any time and it would not have any effect on the other record.
All the Mapped fields would work this way only.
You have to customize (example: a JavaScript function in the Opportunity form on change of the Account field to retrieve the Price List of the parent account and apply to the opportunity), if you want to improve the user experience further.
Please refer the following:
https://www.microsoft.com/en-US/dynamics/crm-customer-center/map-entity-fields.aspx
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