Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Suggested answer

Updating item price on price list directly from accepted quotation

(0) ShareShare
ReportReport
Posted on by
Good afternoon!
 
Hope somebody has some insight into the below:
 
I have an unusual client requirement.
 
The client needs to be able to mark a quotation as /accepted by the client/, and when they mark it accepted, they need the item price from the quotation to automatically update the item price in the price list to the quotation price.
 
I realise this is not standard functionality but do you think it will be possible to write a /script/ in AL to perform this task, and is it a very long/difficult process?
 
Would appreciate feedback
 
Many thanks
Richard
  • Suggested answer
    tanya07 Profile Picture
    tanya07 1,548 on at
    Updating item price on price list directly from accepted quotation
    To answer - yes we can add logic behind and work on the same in AL.

    Also to plus - such customisation are to be done thinking functionally as per the system as well, so that we go towards a reliable and optimal the approach for a better solution.
     
    Good luck :)
  • Updating item price on price list directly from accepted quotation
    Hi,
     
    Thanks for both responses.
     
    I realise the client is approaching it from the wrong side logically and have advised them, the problem is that their business process is actually that the accepted quote price becomes the new default price for sales going forward. And they don't want to have to manually go and update the price list is this is duplicate work. So its a specific client requirement.
     
    Is it possible to do this using AL Code?
     
    Thanks!
  • Updating item price on price list directly from accepted quotation
    Your client is approaching the requirement from the wrong side. 
     
    They shouldn’t create a price list after the quote. Instead, they should create a price list and then the quote. 
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,595 Super User 2024 Season 2 on at
    Updating item price on price list directly from accepted quotation
    Hi, it is recommended that you use new sales pricing experience, there is a status field here, you can add a simple approval process, and the status will be updated after the approval is passed.
     
    Hope this can give you some hints.
    Thanks.
    ZHU

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

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans