Microsoft Dynamics CRM (Archived)

how to setup price list items

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Posted on by Cynthia Olegario

how do I setup price list items, other than doing it manually? I tried workflow but product field is read-only

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Joseph McGregor Mac... 597 on at

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This is possible with a plugin if necessary. I have done it plenty of times where a price list item needed to be automatically created by the system

Basically create a plugin to fire on create of the relevant record, probably in your case product, and create a price list item in C# code. I generally had a standard price list to use which I had defined in a settings entity

It requires a bit of custom code, but is reasonably simple. This code demonstrates how to create a price list item in C# code

Entity priceList = ...; Entity product = ...; var priceListItem = new Entity("productpricelevel"); priceListItem["pricelevelid"] = priceList.ToEntityReference(); priceListItem["productid"] = product.ToEntityReference(); priceListItem["uomscheduleid"] = product["defaultuomscheduleid"]; priceListItem["uomid"] = product["defaultuomid"]; priceListItem["quantitysellingcode"] = new OptionSetValue(1); //No Control priceListItem["pricingmethodcode"] = new OptionSetValue(1); //Currency Amount; priceListItem["amount"] = new Money(100); ///set price $100 IOrganizationService.Create(priceListItem);

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TheMarkChristie 10,328 Moderator on at

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Hi,

If you download the data template for PLI

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Syed Ibrahim 6,257 on at

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You can do it in couple of ways.

1. Export and import the pricelistitems

2. Write a batch to read the latest values from list and update. This method you can schedule it using windows task scheduler and whenever there is an change in price you can drop the file to folder.your task scheduler runs and update the values automatically.

Hope this helps.If the suggestion resolved your query .Pls mark it as answered/verified to close the thread.

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Cynthia Olegario on at

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Thank you all for your timely responses. I was able to re-import the products file to the price list item entity and worked like a champ. Thanks to all!

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