Price list for different time periods

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Posted on by Lalitha Ramani

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Hi,

I am using CRM 2011 On-Premise. I would like to know how we can create different price list based on different time periods and pick the relevant one for Orders and Quotes? Is there a way we can set up the time frame for a particular price?

Say, we sell a product (training course) for $100 and its price changes to $150 effective Jan 2015. How do we manage the revision history ? If the registrant wants a quote to register for the 2015 course, how do we pick the right price for them?

Any help is greatly appreciated.

Thanks

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Aileen Gusni 44,524 on at

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RE: Price list for different time periods

Hi Lalitha,

Basically, CRM has Start Date and End Date in its Price List entity:

rc.crm.dynamics.com/.../source_prodcat_create_PriceList.htm

But, it doesn't affect anything in CRM.

Note

The values that you specify in the Start Date and End Date fields are for reference only and do not affect Microsoft Dynamics CRM business logic.

So, I think if you need to filter the price list, you might need use your own custom filter.

I have this requirement before, so I need to control the Price List by its period.

Then, we build a custom filter.

Or if it is okay for you, you can use criteria: Start Date is in this year and End Date is in this Year as well, if you only want to filter yearly. But, if in time frame, then you need to create a custom filter of lookup.

https://community.dynamics.com/crm/b/mscrmshop/archive/2013/10/24/addcustomfilter-method-for-lookup-control-in-crm2013.aspx

http://missdynamicscrm.blogspot.com/2014/08/crm-2013-using-addcustomfilter-to-get-filtered-lookup-field-based-on-linked-entity.html

To control the price list.

Use the on and after and on after before criteria.

Hope this helps!
Thanks.

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Aileen Gusni 44,524 on at

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RE: Price list for different time periods

You can use this filter:

var today = new Date();

var datetime = today.getFullYear() + "-" + (today.getMonth() + 1) + "-" + today.getDate();

"<filter type='and'>" +

"<condition attribute='statecode' operator='eq' value='0' />" +

"<condition attribute='begindate' operator='on-or-after' value='" + datetime + "' />" +

"<condition attribute='enddate' operator='on-or-before' value='" + datetime + "' />" +

"</filter>"

to filter only active Price List within time period, and datetime you can use today date.

Hope this helps!

Thanks

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Royal King 27,686 on at

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RE: Price list for different time periods

You can add start date and end date in the price list and add workflow with wait condition

based on start date as well create wait condition based on the end date . In the wait condition step choose wait until start date and add step to enable the price list on that date. In other wait condition wait until end date and deactivate the price list . This way people will see always right price list when they try to use it. If you need to add more checks that can be done within UI without any script or custom code.

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Lalitha Ramani 135 on at

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RE: Price list for different time periods

Thanks So much ! This helps!

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Kenneth Leong 360 on at

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RE: Price list for different time periods

i think you need to be careful with the boundary condition where todays' date is on begin date. In that case, both pricelist will come up.

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