Price List option in CRM

HI ,
We are in a process of exploring the possibilities of creating price list out of the box in CRM , we are using CRM 4.0. Can any one have an idea how to configure the price list ? I mean if I want to add the condition types ( z conditions ) in the output of the price list ? i suppose the sub totals can be passed to price list , but how ? Do any one have the documentation on Price list in CRM ?
ND

It doesn't bring back the entire list so don't be fooled!
You have to type a letter in the search window and if your appointment doesn't have that letter in it, it won't show up!
I want my list view BACK!!!

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Message 3506-9 Price List Error - Please Help

Thank you in advance for your help - here is my question:
I am attempt to make a new price list using the following under Modules:
Inventory --> Price Lists --> Price Lists
When on the Price Lists Form, I right click on the last row and click on "Add Row". I then add my new price list name, my Base Price List (same as the price list name), my factor (1), and my Rounding Method (no Rounding). I am also using the "Update Entire Price List" option so I go ahead and click on "Update".
Unfortunately, the next screen I receive is labeled as "Price Lists" and shows an error message as follows:
"Variation between number of price lists and number of price lists for items [Message 3506-9]"
I have checked the number of Distinct Price Lists in ITM1 and there are four. My current number of Price Lists in OPLN is four. I do not understand what is causing this message and why it is preventing me from adding another price list. Thank you for your advice on what this message means and if there are any solutions.
Here is my SAP version information:
SAP Business One 2007 A (8.00.177) SP:00 PL:38

Hi Jeff Olmstead,
We have investigated on the issue.
This error message is related to price lists. Have you recently imported
price lists or items into Business One?
The problem is that the number of records in OITM does not match the
number of records in ITM1. For every record in OITM
there must be records in ITM1 according the number of price list in B1
E.G. if I have 20 items and 10 price list I should have 200 records in
ITM1. This situation can happen during import data from external
application and not directly from B1.
Please run the following queries to locate the problem:
This will give you the number of items in your system:
SELECT Count(T0.ItemCode) FROM OITM T0
This will give you the number of price list in your system:
SELECT Count (T0.ListNum) FROM OPLN T0
Multiply the result of the two queries.
This should match with the result of the following query:
SELECT Count(T0.ItemCode) FROM ITM1 T0
If this does not match this means that not all items are linked to all
price lists, which in turn will not allow you to create or update
an existing price list.
There are 3 diffarent scenarios that can caouse this problem -
1. Items exist in OITM and does not Exist in ITM1:
To locate these items please execute the following query to find the
items that are not linked.
       SELECT T0.ItemCode as 'OITM', T1.ItemCode as 'ITM1'
       FROM OITM T0
       LEFT OUTER JOIN ITM1 T1 ON T0.ItemCode = T1.ItemCode
       WHERE T1.ItemCode is NULL
If you enter a price into the master data the link will be created. You
can also enter the price in the pricelist.
2. Items exist in ITM1 and does not Exist in OITM:
To locate these items please execute the following query to find the
items that are not linked.
       SELECT T1.ItemCode as 'OITM', T0.ItemCode as 'ITM1'
       FROM ITM1 T0
       Left JOIN OITM T1 ON T0.ItemCode = T1.ItemCode
       Where T1.ItemCode is NULL
3. Items do not Exist in in all price lists (Records are missing in
ITM1):
To locate these items please execute the following query to find the
items and price lists missing from ITM1.
      select itm1.itemcode,
           itm1.pricelist,
           a.listnum,
           a.itemcode,
           oitm.createdate
      from   itm1 right join
            (select itemcode, listnum from oitm, opln) as a
           on itm1.itemcode+ convert(nvarchar, itm1.pricelist) =
a.itemcode+ convert(nvarchar, a.listnum )
           inner join oitm on a.itemcode = oitm.itemcode
             where itm1.itemcode is null
             order by 5,1, 4,3
If the query retrieves any results, please contact your Support Center.
Hope this helps.
Best Regards,
Summer Ding
SAP Business One Forums Team

Price list concept /configure/usage

Hello Gurus,
what is price list , and how to configure it and use it ?
thanks very much!

Hi
First creat a condition table with Sales org, distribution channel, Material, and Price list as selected fields.
Then define Access Sequence and mention the Table no. u created with price list option.
Then assign pricing procedure for price list option.( It may be different for customers).
Then go to VK11 enter the condition type.
Then u can enter the sales org. dist chan. Price list ex for whole sale or Retail or Industry. and enter the document currency.
Then enter the list of material u want to configure..
Reward if useful to u

Price List Configuration

Can anybody help me out with how to confiure price list.If Can anybody provide me with step by step process of configuring new price list that will be helpful.
I have a requirement new price list setup.
1700/40/40
Price List #27 - Please use - FIRST CALL as price list name
pkg'd disc. = 25%
e/one & Chem. = 30%
Filters = 36.35%

Hi
First creat a condition table with Sales org, distribution channel, Material, and Price list as selected fields.
Then define Access Sequence and mention the Table no. u created with price list option.
Then assign pricing procedure for price list option.( It may be different for customers).
Then go to VK11 enter the condition type.
Then u can enter the sales org. dist chan. Price list ex for whole sale or Retail or Industry. and enter the document currency.
Then enter the list of material u want to configure..
Reward if useful to u

CRM 2011 missing price list warning

Hi,
we have CRM 2011 instance with UR6. Recently we have upgraded into UR18. Every thing is working fine . we are getting missing price list warning at Opportunity form as MS has been added revenue field.
We thought below options to turnoff warning:
1. form "on load" java script : Unsupported way
2. Database update for revenue attribute: Un supported way
3. Export and import data with revenue value: supported way .But modified date will be changed
4. Workflow : Supported way : But modified date will be changed.
Please suggest me good option to over come this warning
thanks in advance
Venkatta

Hi,
Workable solution is assign pricelist to opportunity in form load if there is no pricelist attached to the opportunity. This works well and is fully supported.
Hope this helps.
Minal Dahiya
blog : http://minaldahiya.blogspot.com.au/
If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

Download of Price List Categories from R3 to CRM

I am not able to Download the Price List Categories present in R3 to CRM,I have searched for Filters to Download the same but couldnt find one Pls Guide for the same,ASAP.
Thanking You,
R S Kulkarni

Hello Sir's and Madam's,
I hope i havent asked an unanswerable Question please provide some solution to this query as it shall solve lots of problem relating to Downloads and shall save lots of our efforts and time,
Good Points shall be rewarded for perfect solution provider.
Thanks and Regards,
R S Kulkarni

How does price list synch "With Parent Objects" option works?

Hi All,
In the price list sych there is a option called "With Parent Objects".
What's the point of this option?
regards
David

Hi David,
This option will synch prices when the parent object synchs, that means when the item synchs, the item price will synch and when the business partner synchs, the special pricing will synch.
This is the recommended method.
Otherwise, all pricing synchs with every synch.

How can I simply print a certain price list?

That is all I need to do. Print what is on a certain pricelist.

Hi,
Create a CRM report, query/criteria put the price list name which you want to print, run report and print option is available there.
Also you can do the same with SSRS reports.
The simplest would be screenshot,crop and print:)
Regards, Rekha.J

Set price list for new invoice

When creating a new invoice for a customer, Is there a way to specify which price list to get the prices from either for the invoice or for the invoice line? I want to have the option to use a price list that is different from the customers default.

Hello
If you are using GUI, you may click the Form Settings, then you can change the price list. Then you can start to enter the items.....
Regards
János

Can you associate different price list to catalog?

We have a scenario where we will have two different catalogs and would like one of the catalogs to use a different price list from the standard. The price lists and catalogs have been set up, but is there a way to associate a specific catalog to a different price list than the default? I'm not seeing any such option in the catalog setup or the price list setup.
While eventually I hope to be able to do this by assigning specific BP's to price lists, it will be a ways out before it is feasible to do it that way.
Thanks in advance for any help you can give.
Sincerely,
Jason

Currently it is only possible to associate pricelists to customers, not to themes.
I think that this would be a fairly easy customization to make though.
Jay

Unable to Edit Price Lists in Advanced Pricing Vision Instance

Hello I have a new Vision Instance for 12.1.3 and when I switch responsibility to Oracle Pricing Manager Vision Operations I am unable to edit and of the price lists or modifiers that are in the system by default. any suggestions on what I need to update as I have not run into this before in previous Vision instances

this was the solution to this issue
Solution
1. Be sure to set the following profile option values at user level
a. QP: Pricing Transaction Entity = ORDFUL and save.
b. QP: Source System Code to 'Oracle Pricing' (if not already) and save.
2. Responsibility: Order Management Super User (or equivalent)
3. Navigation: Pricing > Price Lists > Price List Setup
4. Open the price list: XYZ CHARGES
5. The form will now open without error, and changes will be accepted

Is it possible to create a price list which is non-taxable?

Is it possible to create a price list which is non-taxable?

The answer is yes but how you go about this depends on where you publish. See....
http://www.iwebformusicians.com/Tricks/Forms.html
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Items are not there in LOV for Price List

Hi All,
I Have created an Inventory Organization "A", and have defined few items in It.
When iam using Oracle Pricing Manager for creating a "Price List" the items defined in "A" inventory Org are not listed.
Instead it is picking Items from the Vision Operations - Inventory Organization.
Is there any setup to link the Inventory Org (A) in OM?So that the items in A (Inv Org) appear in Price List LOV?
Thanks in Advance.
SYR

Do you have your QP: Item Validation Organization profile option set correctly for Oracle Pricing Manager?
Do you have pricing security enabled (QP: Security Control = ON) and if so have you checked the values against these profile options:
QP: Security Default Maintain Privilege
QP: Security Default ViewOnly Privilege
... and made any grants required via Oracle Pricing Administrator?

Purchase Req & Standard PO - Price is not getting Defaulted from Price List

Dear All,
Hope you are doing good!!!
We are implementing R12.1 for one of our client. This query is pertaining to the Advance Pricing with Purchasing. Infact client wants to default the Purchase Requisition and Standard Purchase Order Price from Price List.
I have done entire setup and defined ASL for this reason. But still price is not getting defulted from Contract Purchase Ageerement.
What could be the reason. Its an standard fucntionality but still its not picking up.
I would really appreciate if someone could help me on this. Its URGENT.
Thanks in Advance.
Thanks & Regards,
Aditya

Let us go through the steps involved in integrating Advanced Pricing with Purchasing so that we know if we have missed anything.
1. Create Price Lists in Advanced Pricing.
2. Setup Profile Options in System Administrator responsibility:
QP: Licensed for Product - at Application: Purchasing level = Purchasing.
QP: Pricing Transaction Entity - at Application: Purchasing level = Procurement
( Site level - ‘Order Fulfillment’ )
Profile option can be set at site, application, and user levels.
QP: Source System Code – at Application: Purchasing level = Oracle Purchasing
( Site level -- ‘Oracle Pricing’ )
Profile can be set at site and responsibility levels.
QP: Item Validation Organization - at Application: Purchasing level = null
( Site level -- specified in Financial Options )
Profile option can be set at site and responsibility levels.
3. Add item to the Price list Advanced Pricing ->Price Lists -> Price List Setup.
Enter the item/price/dates etc.
4. Create Contract Purchase Agreement.
5. Create Approved Suppliers List. In the Source Documents, select the Type as Contract and reference the Contract Agreement Number.
Create the Sourcing Rule and add the Rule to the Assignment Set.
6. Create the Standard Purchase Order referencing the Contract Purchase Agreement in the Reference Documents.
The Price listed should be defaulted from the Price Lists.
Cross-Check the following steps and let me know if it still fails and we can try to resolve from then on :)

Sort order of Price Lists

My customer has recently upgraded from 2007A PL 42 to 8.81 PL 7. Before upgrade all pricelists are
displayed in item code sort order. After upgrade, the sort order seems almost random.
Customer maintains 175 different pricelists (mainly supplier pricelists) Customer needs to look up an
item price from a specific price list - goes to Inventory / Price lists / Price Lists, selects the required
price list and double clicks on the row number which then displays itemcodes, item descriptions, base
price and unit price.
Before upgrade, the customer could immediately start typing the item code and quickly get the required
price. Now they must resort the displayed list by item code first, then start typing the item code.
Process that used to be quick now takes more time. Customer can't understand why something that
was working well for them has been changed to make life difficult
At first I thought that the lists were now being sorted by description but the order changes even when
double clicking at the top of the description column.
Customer would like an option as to how they want the list displayed or for it to go back to how it was.
Customer's sales reps need to find prices quickly - can't understand why the sort order has changed

Tom Peterson wrote:
This did the trick for me, Harry. Thanks!
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Tom
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Price List option in CRM

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