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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to prepare my 2017...
Microsoft Dynamics CRM (Archived)

How to prepare my 2017 price list easily

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Posted on by Community Member

Dear all,

This year we have handle our product with a single pricelist named 2016 Price List. Inside that price list we have more than 500 products which has been inserted. Each product are pointing to this 2016 Price List name as the default price list.

Note that having the default price list different than the actuall real price list makes users confused so that is the reason we set for all our product to point to default price list which is the current active one and single one.

Now we are preparing for setting up the 2017 Price list and we do not want to retype all 500 product into the new price list and set the default manually. It is an enormous work with potential errors.

What is the way to do that efficiently ?

regards

serge

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  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 Moderator on at

    Hi Serge

    What I would suggest is you export the Price List Items from your 2016 List and then update it with the name of the 2017 and reimport them (you can also change the prices in the XLS)

  • Community Member Profile Picture
    Community Member on at

    Thanks mark,

    I will give a try to what you sugest

    I still have one question. In our price list we have 500 different products which are provided by different suppliers.

    We have notice that by having a single priceList where we place evrything is not so easy to find out product in price list.

    I was wondering if it would be simpler to get a price list by supplier ?

    But then wierd thing I have been told is that when we create an opportunity, we need to switch each time to proper list to pick up product.

    What is you recomendation based on your experience ?

    regards

    serge

  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 Moderator on at

    I would say that price list should be customer based and not supplier based, Maybe if you enable more search criteria on the products it might make them easy to find (Product Name, Product Number & Description)

  • Community Member Profile Picture
    Community Member on at

    Hello Mark.

    I have try to export Price List Items to excell, it works but the problem is that it export only the visible pages not all records.

    I have more that 200 pages of records in pricelist items, I cannot imagine doing them for all page

    Any idea ?

    regards

    serge

  • TheMarkChristie Profile Picture
    TheMarkChristie 10,328 Moderator on at

    Hi Serge

    Do you know how many PLI you have in total?

  • Community Member Profile Picture
    Community Member on at

    yes 417

  • Verified answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 Moderator on at

    2 things I would do here

    1) Change your personal settings so that it displays 250 items in your view

    2) When exporting the data make sure that you select All Records on All Pages

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