Need product price when it's calculated as percent of list

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I have set up my product catalog like this:

1) a bunch of products, each with a list price

2) a number of price lists each using the "percent of list" method for setting the prices. This is super-convenient because I have a number of classes of resellers who get a fixed discount from list across the product range.

My challenge is the basic job of exporting a price list for a partner. The problem is that the "Amount" field is blank.

MS tech support tell me that this is BAD (Broken As Designed) and that I need to do some customization to actually get a price out of CRM.

What I think I need to do is:

1) create a custom field, let's call it "Partner Price"

2) create a view that includes the custom field that can be added as a sub grid to a top level view

3) create business rules to calculate the partner price that are driven by the fields for pricing method, percent, and rounding logic

Before attempting this, I'd really appreciate to hear from the community that this is the correct approach. Of course, a worked example would be even better!

Thanks,

John

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Aileen Gusni 44,524 on at

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RE: Need product price when it's calculated as percent of list

John,

SSRS does require SQL Query, I believe you can do it.

Anyway to know more about the formula you can refer to here:

missdynamicscrm.blogspot.sg/.../pricing-method-in-microsoft-dynamics-crm-product-catalog.html

www.magnetismsolutions.co.nz/.../pricing_products_part_5_price_lists_and_price_list_items_2

And this is form CRM 4 but still useful

msdn.microsoft.com/.../bb928283.aspx

Hope this can help you.

Thanks.

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mscrmba on at

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RE: Need product price when it's calculated as percent of list

Hi John,

Make sure reporting services is set up first then perhaps start with one of Richard's videos:

www.youtube.com/watch

Make sure you understand the limitations of Online SSRS reporting (don't worry - it can do what you're wanting just is coded a bit differently to on-premise). There are several recent forum queries on that topic

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Community Member on at

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RE: Need product price when it's calculated as percent of list

thanks - what's a good starter resource for coding SSRS reports? I've done a ton of C++ and a bit of javascript in my time (albeit long ago) so I'm not scared of writing a bit of code. just rusty.

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mscrmba on at

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RE: Need product price when it's calculated as percent of list

Feel your pain....

It does support an SSRS Report.

Yes that has to be coded - but your list view will be a good start, so you're just needing to create the one calculated column & format it.

The advantage of that approach would be that you could use branding - both your company's and the customer's (if you capture a logo into the Account image field) - to create a real marketing document which your sales staff should be very happy with.

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Community Member on at

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RE: Need product price when it's calculated as percent of list

that's what's so frustrating - the CRM clearly has the capability to calculate the prices. I just want it to put them in a list that I can share.

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Aileen Gusni 44,524 on at

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RE: Need product price when it's calculated as percent of list

Hi John,

Yes, apparently the CRM system will calculate the price, if only you are in the product line, for example: Quote Product, opp product, order product, and invoice product, the system will auto create the amount.

Maybe you can use this feature, by creating the Opportunity product, although this is also consuming time.

Thanks!

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Community Member on at

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RE: Need product price when it's calculated as percent of list

thanks.

So, the OOB implementation will not let me use the percent of list pricing feature, and create exportable price lists.

Say this another way: Dynamics CRM will let you create price lists that won't show actual prices!

This is crazy!

Thanks again - you saved me a wild goose chase.

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Aileen Gusni 44,524 on at

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RE: Need product price when it's calculated as percent of list

John,

Since I don't think you can add new field in the price list item entity, and as well you are definitely wont be able to create or even modify a view of price list item, so yes, as mentioned by my friend before, It is not possible (for number 1 & 2)

Number 3...Same as well of course..

You can't create field, then using the OOB amount field also not recommended, so I think you also need to forget it.

My suggestion here is:

You export out all, then it will become the Excel file.

Create your own new column, modify the Excel file using the Formula (I think it is easier than using custom code to calculate in CRM even), and then SAVE AS IT!

Then send to your Partner...

You can also using Macro in order to make it easier in the Next Sheet.

but, using SSRS is also nice suggestion, the difficulty is just, despite you need to calculate also the 'new field amount', you need also to create the report also, double effort, but great, you no need to use Excel Formula anymore.

using Excel Formula though can help you because you don't need to create new view or report, just add new column.

Hope this helps.

Thanks.

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mscrmba on at

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RE: Need product price when it's calculated as percent of list

1 & 2 are an issue - as you can't add custom fields into PLI.

3 If the calculated field is held in the database then use a Business Rule to set the new field to the other value (I'm not sure if it is actually held in the database or not). That would work - except that you can't add custom fields to PLI...

2 options:

1. You could do a custom SSRS report that calculated and presented the information.

2. My only other guess - I think you'd need to create a custom entity, with a real time workflow that generated a custom record for every PLI record. 1 custom record to N PLI records would be ideal - but you can't add a field to PLIs so you'd have to create a record that was independent of the PLI (i.e. no lookup value). Updates/keeping in sync could be problematic (but might be able to be overcome with code - I'm not best to advise you on that though).

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