Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Price list item

Posted on by Microsoft Employee

Hello

 I have question about price list item ,

i have one invoice which should get price for items through 3 last price list,for example if the price list is for month 4,for pricing we should average 2 , 3 and 4 in dynamics CRM .

how could i do it?

*This post is locked for comments

  • Verified answer
    David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Price list item

    As per the previous posts, you could use either a plugin or a custom workflow activity. A plugin would necessarily run automatically for all records of the given type (invoice or invoicedetail) and you'd need to apply any filtering within the plugin, whereas a custom workflow activity could run automatically or manually, and the workflow can apply filtering.

    Within the code, the main thing to note is that your code will need to set the ispriceoverridden attribute to 'true' on each invoicedetail record, and the calculated value should be written to the priceperunit attribute

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Price list item

    You can write a custom workflow and run it on demand. In the custom workflow, you should get the price lists (you need to identify the criteria for this search). Then get price list items from each price list for all products added to the invoice one by one. For each product, you will fetch all different price list items, get the average and update the invoice item.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Price list item

    Hi Vikas

    but i want to know how

    please tell me more details

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Price list item

    You will have to write custom code for this. Either create a plugin or custom workflow activity.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Price list item

    Any Idea?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans