{"id":31499,"date":"2022-05-03T16:45:30","date_gmt":"2022-05-03T11:15:30","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=31499"},"modified":"2022-05-05T11:03:59","modified_gmt":"2022-05-05T05:33:59","slug":"add-products-experience-with-mandatory-and-optional-price-list","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2022\/05\/add-products-experience-with-mandatory-and-optional-price-list\/","title":{"rendered":"Enhanced Experience for Adding Line Items\/Products along with price list in Dynamics 365 CRM"},"content":{"rendered":"

Introduction:<\/h2>\n

Recently, I was exploring the \u2018adding products PREVIEW\u2019 feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products\/lines to the opportunity\/quote\/order\/invoice entities in one go.<\/p>\n

In the previous blog<\/a>, we have already explored the enhanced experience of adding products for the opportunity, quote, order, and invoice entities with the \u201cAdd products\u201d dialog box customization capabilities.<\/p>\n

In this blog, we will explore the behavior of the \u201cPrice per unit\u201d column while adding the products to the opportunity\/quote\/order\/invoice entity. The behavior of the \u201cPrice per unit\u201d column can be observed by disabling and enabling the \u201cMake price list optional\u201d setting. Along with this, we will explore the use of the \u201cUpdate\u201d button also.<\/p>\n

NOTE:<\/strong> By default, the \u201cAdding products (preview)\u201d feature is disabled and you have to enable it by navigating to App Settings–> Product Catalog Settings–> Adding products (preview) as shown below:<\/p>\n

\"Price<\/p>\n

If the Price list is Mandatory:<\/strong><\/p>\n

Once the above setting is turned on, make sure that the price list selection is mandatory if you are trying to add products to the opportunity\/quote\/order\/invoice entities.<\/p>\n

For that setting, navigate to App Settings–> Product Catalog Settings–>Make price list optional. By default, this is disabled so keep it as it is i.e. it is mandatory to select the price list on the opportunity, quote, order, and invoice entities before adding products.<\/p>\n

\"Price<\/p>\n

Let\u2019s select the price list on the opportunity and click on the \u201cAdd products\u201d button on the opportunity as shown below:<\/p>\n

\"Price<\/p>\n

After clicking, the \u201cAdd products\u201d dialog box opens up and as the price list was selected for the corresponding opportunity, the user will see the corresponding sales price in the \u201cPrice per unit\u201d column which comes from a related pricelist.<\/p>\n

NOTE: <\/strong>As the price list is selected\/mandatory on the opportunity, observe that the price per unit is non-editable<\/strong>\u00a0as shown below:<\/p>\n

\"Price<\/p>\n

If you still want to edit the \u201cPrice per unit\u201d within the \u201cAdd products\u201d page then there is a workaround available.<\/p>\n

Workaround:<\/strong><\/p>\n

Customize the \u201cAdd products\u201d dialog page by navigating to App Settings–>Product Catalog Settings–>Open the\u00a0\u201cOpportunity add products view\u201d in https:\/\/make.powerapps.com<\/a><\/p>\n

\"Price<\/p>\n

As shown below, by default, the\u00a0\u201cAdd products\u201d dialog box displays the following columns in the grid:<\/p>\n