![]() Here are the Product amounts for Cheese, Block, Pepperjack: Please contact to your Administrator to customize the product form for adding standard cost, List Price and Current cost fields for PricePerUnit calculation. If you select any other option, you will receive the following error: If these three fields are not filled out, your only option when adding a Price List Item for Pricing Method is Currency Amount. You would want to add these fields to open up your available options for Pricing Method. You do have the option to add these fields to the Sales Hub Product form. If, however, you have Project Service, you would see these fields on the Project Information form for Product. There are three fields that do not display in the Sales Hub version of the Product record: List Price, Standard Cost, and Current Cost. If the Product Decimals Supported value equals two, then the Product or Service can only be sold to the hundredth decimal place. This will allow Products and Services to be sold in whole or partial quantities up to the value on the Product Decimals Supported field. If I set the Price List Item Quantity Selling Option to Whole, but try to set the Quantity to any fractional amount (like 1.10000), I will receive the following error:Ĭhanging the Quantity to 1.00000 will save just fine. You most likely wouldn’t want to sell half a vehicle, right? While adding Products to an Opportunity (on the Opportunity Product record), the Quantity field will default to five decimal places. Really, this means no control over in what quantities you sell a Product or Service. Field mapped from Price List.Īctive when Pricing Method Currency Amount is selected.Īctive when any Pricing Method option besides Currency Amount is selected. ![]() ![]() Remember this? Price List Item Field Name What is the impact? You can add whatever Product you want to a Price List, but you cannot add any Product assigned to a Price List (through the Price List Item) to any Opportunity or QOI where there is a default price list set. This is the first entity in the Product Catalog that requires the Currency field! Unit Group, Unit, Discount List, Discount, and even Product did not have Currency, or Currency was an optional field. Sales = Products you are selling to your customers. Purchase = Products are services that your organization purchases. For example, a delivery truck is needed to carry all items to an all-day party you are providing, or a handful of assistants you need to pay to put on the party. Select the default unit of role-based time on this price list.Ĭost = Products or services that are resources that cost your organization. Price List can only be tied to one Currency. Opportunity and the QOI records have a lookup to this entity to set the stage for what Products may be added. Price List is the container for all Price List Items. We would get this error because the Product selected is not on the Price List for the selected Opportunity Default Price List. If I choose a different view, let’s say the Product Lookup View and find a Product and attempt to add it, there is a good chance I will get this error: Here is where you will find all Products that are part of the selected Price List. Notice the default Products in Parent Price List view to find Products. ![]() Remember, Price List Item ties Product to Price List. When you add Products to an Opportunity or QOI, the lookup view on the Opportunity Product record is pulling from the Price List Item associated to the designated Opportunity Default Price List back on the Opportunity record. Setting up a useful Product Catalog hinges on the development of Price List Items. You could say that the Price List Item is command central as it dictates in what quantities the Product may be sold (Unit Group and Unit), what Price Lists will contain the Product (Price List and Price List Item), what Discounts may be available for the Product (Discount List and Discount), and the Product itself. The Price List Item ties together, either directly or indirectly, the entire set of Product Catalog entities: Unit Group, Unit, Discount List, Discount, Product, and Price List.Īs you can imagine, this is an important entity. In Part 4 – Understanding the Product Catalog | Products, we observed how the Product entity tied together Unit Group, Unit, and Price List. This blog about the Product Catalog in Dynamics 365 will cover Price Lists and Price List Items. This is Part 5 of a 5 Part series on the Dynamics 365 for Sales Product Catalog. ![]()
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