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Microsoft Dynamics CRM (Archived)

CRM 2015 - Quote product inline edit view - No editable unit price?

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For over a year ago, i posted this thread on some other Microsoft forum.
source topic: https://social.microsoft.com/Forums/en-US/184d866c-64e3-4be9-8dc6-446ddc7f7654/crm-2013-quote-product-inline-edit-view-no-editable-unit-price?forum=crm

Issue back then:

In CRM 2011, my customer was able to add products to a quote and still edit the price per unit for the selected product.
Doing this, the default price per unit was NOT affected on the product card itself.
This was a good functionality since their prices change every day, so their default price per unit on a product is € 1.
When creating a quote, they'd just enter the price per unit, per product, real time.

The good thing about CRM 2013 is that they can add products easy with the new grid.
First problem is, when adding a product and clicking on the find button, CRM shows only 10 products??
There are over 100 products in CRM, so they have to scroll down and then click on 'search more records'..
Too much clicking!

But the main problem is that they can't edit the price per unit anymore, on the quote itself, for the selected product:



The product grid is awesome: quick & easy to add products, but we need to be able to change the price per unit.
Even when we use the form 'products', we can't edit the price per unit anymore.

Is there a way to fix this?
I went looking in the field list of quoteproducts, there's a field names price per unit.
The description says it's meant to edit the price per unit, but we can't edit it anywhere but on the product card itself..

What am I overlooking?

*edit*

I found this this thread:
community.dynamics.com/.../264373.aspx
Where they post a link to this:
www.magnetismsolutions.com/.../pricing_products_part_11_override_pricing_privileges

That was, fyi, how it worked in CRM 2011, they could override the price...
Now, I can't find a form where I can change the price per unit :/
Not on the new grid, and not on the quote products form.


Meanwhile, there sohuld be a workaround/fix for this, no?
I can't imagine my customer being the only one wanting to work like this..

Thanks in advance.

Regards

*This post is locked for comments

I have the same question (0)
  • Aileen Gusni Profile Picture
    44,524 on at

    Lun,

    Do you have permission to override the price ?

    Thanks

  • Community Member Profile Picture
    on at

    You can edit Quote Products records exactly the same as you could in CRM 2011.   It just won't be done from the inline edit view.  You can override price if you open up the Quote Product record you are trying to edit.  Then you ahve same/similar form that you had in CRM 2011.  If you want to remove the inline editing - to mimic 2011 behavior - then use a  different Quote Product view in the subgrid.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Please make sure they have rights to do that.

    8080.1.png

  • Community Member Profile Picture
    on at

    Was this solved? I am having the same issue.

  • Community Member Profile Picture
    on at

    I didn't try the suggest solutions yet, but I did save them.
    Client in question is still not using the quotes part.
    If I were you, I'd try the above suggestions.

  • Community Member Profile Picture
    on at

    I just found the same thing. 

    I went into the form design and changed the Price Overridden field.

    This field is a two option field:  Use Default / Override Price.  Our Default value was:  Use Default.

    This option now returns a value of "false" on our Quote form.

    By changing the Default value to:  Override Price, our users can now set whatever dollar amount they want.

    This is very annoying and not the first thing that has been changed in a way that gives less user-functionality.

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