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Pricelist in opportunities

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Unread 28-11-2007, 10:04 AM   #1
abagnoud
Guest
 
Posts: n/a
Pricelist in opportunities

We sell software and services we therefore have two pricelists.
When we create an opportunity whether I pick one price list or the other the
product selection when adding products to the opportunity remains the same.

Why do I have the exact same product selection no matter which price list I
pick?
What is the point of having several price lists?

thanks for your help
 
Unread 28-11-2007, 10:05 AM   #2
Michael Höhne
Guest
 
Posts: n/a
Re: Pricelist in opportunities

The purpose of different price lists is having different prices for the same
product. However the product lookup does not use the selected price list as
a filter, which is your problem. There are two ways to change this behavior:

Thanks to Nergock, you can use an undocumented feature in CRM:
http://groups.google.de/group/micros...43db2536caac00.

The other option is http://www.stunnware.com/crm2/?area=customLookup. It
does a lot more and solves some issues of the first solution, but you have
to pay for it whereas the former is free.

Both solutions require a FetchXml statement, which you can create using the
FetchXml Wizard: http://www.stunnware.com/crm2/topic....d=FindingData6.

--
Michael Höhne, Microsoft Dynamics CRM MVP

Web: http://www.stunnware.com/crm2
Feed: http://www.stunnware.com/crm2/atom.aspx
Custom Lookup Dialog: http://www.stunnware.com/crm2/?area=customLookup
The JavaScript Snippets Directory:
http://www.stunnware.com/crm2/topic.aspx?id=JS13

----------------------------------------------------------

"abagnoud" <abagnoud@discussions.microsoft.com> schrieb im Newsbeitrag
news:A753D2BD-58EB-4FB9-AAD5-A4048A944A8C@microsoft.com...
> We sell software and services we therefore have two pricelists.
> When we create an opportunity whether I pick one price list or the other
> the
> product selection when adding products to the opportunity remains the
> same.
>
> Why do I have the exact same product selection no matter which price list
> I
> pick?
> What is the point of having several price lists?
>
> thanks for your help



 
Unread 08-12-2007, 04:24 AM   #3
GrizzlyTech
Guest
 
Posts: n/a
Re: Pricelist in opportunities

In the code reference that Michael points to, it says the filtering by Price
List is possible but doesnt give the exact code.
Thanx to Nergock for posting this;

crmForm.all.phaseid.lookupbrowse = 1; // This turn on filter
crmForm.all.phaseid.additionalparams = "fetchXml=<fetch
mapping='logical'><entity name='phase'><all-attributes/><filter
type='and'><condition attribute='tractid' operator='eq' value=' " +
crmForm.all.tractid.DataValue[0].id+"' /></filter></entity></fetch> ";

But I can't figure out how to turn it into a product lookup. (how does it
access the ProductPriceList anyway, since that's not an entity for
OpportunityProduct)?

Can someone help me with the code?

--
Thanx
Glen


"Michael Höhne" wrote:

> The purpose of different price lists is having different prices for the same
> product. However the product lookup does not use the selected price list as
> a filter, which is your problem. There are two ways to change this behavior:
>
> Thanks to Nergock, you can use an undocumented feature in CRM:
> http://groups.google.de/group/micros...43db2536caac00.
>
> The other option is http://www.stunnware.com/crm2/?area=customLookup. It
> does a lot more and solves some issues of the first solution, but you have
> to pay for it whereas the former is free.
>
> Both solutions require a FetchXml statement, which you can create using the
> FetchXml Wizard: http://www.stunnware.com/crm2/topic....d=FindingData6.
>
> --
> Michael Höhne, Microsoft Dynamics CRM MVP
>
> Web: http://www.stunnware.com/crm2
> Feed: http://www.stunnware.com/crm2/atom.aspx
> Custom Lookup Dialog: http://www.stunnware.com/crm2/?area=customLookup
> The JavaScript Snippets Directory:
> http://www.stunnware.com/crm2/topic.aspx?id=JS13
>
> ----------------------------------------------------------
>
> "abagnoud" <abagnoud@discussions.microsoft.com> schrieb im Newsbeitrag
> news:A753D2BD-58EB-4FB9-AAD5-A4048A944A8C@microsoft.com...
> > We sell software and services we therefore have two pricelists.
> > When we create an opportunity whether I pick one price list or the other
> > the
> > product selection when adding products to the opportunity remains the
> > same.
> >
> > Why do I have the exact same product selection no matter which price list
> > I
> > pick?
> > What is the point of having several price lists?
> >
> > thanks for your help

>
>
>

 
Unread 08-12-2007, 05:52 AM   #4
GrizzlyTech
Guest
 
Posts: n/a
Re: Pricelist in opportunities

In the code reference that Michael points to, it says the filtering by Price
List is possible but doesnt give the exact code.
Thanx to Nergock for posting this;

crmForm.all.phaseid.lookupbrowse = 1; // This turn on filter
crmForm.all.phaseid.additionalparams = "fetchXml=<fetch
mapping='logical'><entity name='phase'><all-attributes/><filter
type='and'><condition attribute='tractid' operator='eq' value=' " +
crmForm.all.tractid.DataValue[0].id+"' /></filter></entity></fetch> ";

But I can't figure out how to turn it into a product lookup. (how does it
access the ProductPriceList anyway, since that's not an entity for
OpportunityProduct)?

Can someone help me with the code?

--
Thanx
Glen


"Michael Höhne" wrote:

> The purpose of different price lists is having different prices for the same
> product. However the product lookup does not use the selected price list as
> a filter, which is your problem. There are two ways to change this behavior:
>
> Thanks to Nergock, you can use an undocumented feature in CRM:
> http://groups.google.de/group/micros...43db2536caac00.
>
> The other option is http://www.stunnware.com/crm2/?area=customLookup. It
> does a lot more and solves some issues of the first solution, but you have
> to pay for it whereas the former is free.
>
> Both solutions require a FetchXml statement, which you can create using the
> FetchXml Wizard: http://www.stunnware.com/crm2/topic....d=FindingData6.
>
> --
> Michael Höhne, Microsoft Dynamics CRM MVP
>
> Web: http://www.stunnware.com/crm2
> Feed: http://www.stunnware.com/crm2/atom.aspx
> Custom Lookup Dialog: http://www.stunnware.com/crm2/?area=customLookup
> The JavaScript Snippets Directory:
> http://www.stunnware.com/crm2/topic.aspx?id=JS13
>
> ----------------------------------------------------------
>
> "abagnoud" <abagnoud@discussions.microsoft.com> schrieb im Newsbeitrag
> news:A753D2BD-58EB-4FB9-AAD5-A4048A944A8C@microsoft.com...
> > We sell software and services we therefore have two pricelists.
> > When we create an opportunity whether I pick one price list or the other
> > the
> > product selection when adding products to the opportunity remains the
> > same.
> >
> > Why do I have the exact same product selection no matter which price list
> > I
> > pick?
> > What is the point of having several price lists?
> >
> > thanks for your help

>
>
>

 
Unread 08-12-2007, 05:53 AM   #5
GrizzlyTech
Guest
 
Posts: n/a
Re: Pricelist in opportunities

In the code reference that Michael points to, it says the filtering by Price
List is possible but doesnt give the exact code.
Thanx to Nergock for posting this;

crmForm.all.phaseid.lookupbrowse = 1; // This turn on filter
crmForm.all.phaseid.additionalparams = "fetchXml=<fetch
mapping='logical'><entity name='phase'><all-attributes/><filter
type='and'><condition attribute='tractid' operator='eq' value=' " +
crmForm.all.tractid.DataValue[0].id+"' /></filter></entity></fetch> ";

But I can't figure out how to turn it into a product lookup. (how does it
access the ProductPriceList anyway, since that's not an entity for
OpportunityProduct)?

Can someone help me with the code?

--
Thanx
Glen


"Michael Höhne" wrote:

> The purpose of different price lists is having different prices for the same
> product. However the product lookup does not use the selected price list as
> a filter, which is your problem. There are two ways to change this behavior:
>
> Thanks to Nergock, you can use an undocumented feature in CRM:
> http://groups.google.de/group/micros...43db2536caac00.
>
> The other option is http://www.stunnware.com/crm2/?area=customLookup. It
> does a lot more and solves some issues of the first solution, but you have
> to pay for it whereas the former is free.
>
> Both solutions require a FetchXml statement, which you can create using the
> FetchXml Wizard: http://www.stunnware.com/crm2/topic....d=FindingData6.
>
> --
> Michael Höhne, Microsoft Dynamics CRM MVP
>
> Web: http://www.stunnware.com/crm2
> Feed: http://www.stunnware.com/crm2/atom.aspx
> Custom Lookup Dialog: http://www.stunnware.com/crm2/?area=customLookup
> The JavaScript Snippets Directory:
> http://www.stunnware.com/crm2/topic.aspx?id=JS13
>
> ----------------------------------------------------------
>
> "abagnoud" <abagnoud@discussions.microsoft.com> schrieb im Newsbeitrag
> news:A753D2BD-58EB-4FB9-AAD5-A4048A944A8C@microsoft.com...
> > We sell software and services we therefore have two pricelists.
> > When we create an opportunity whether I pick one price list or the other
> > the
> > product selection when adding products to the opportunity remains the
> > same.
> >
> > Why do I have the exact same product selection no matter which price list
> > I
> > pick?
> > What is the point of having several price lists?
> >
> > thanks for your help

>
>
>

 
Unread 08-12-2007, 05:54 AM   #6
GrizzlyTech
Guest
 
Posts: n/a
Re: Pricelist in opportunities

In the code reference that Michael points to, it says the filtering by Price
List is possible but doesnt give the exact code.
Thanx to Nergock for posting this;

crmForm.all.phaseid.lookupbrowse = 1; // This turn on filter
crmForm.all.phaseid.additionalparams = "fetchXml=<fetch
mapping='logical'><entity name='phase'><all-attributes/><filter
type='and'><condition attribute='tractid' operator='eq' value=' " +
crmForm.all.tractid.DataValue[0].id+"' /></filter></entity></fetch> ";

But I can't figure out how to turn it into a product lookup. (how does it
access the ProductPriceList anyway, since that's not an entity for
OpportunityProduct)?

Can someone help me with the code?

--
Thanx
Glen


"Michael Höhne" wrote:

> The purpose of different price lists is having different prices for the same
> product. However the product lookup does not use the selected price list as
> a filter, which is your problem. There are two ways to change this behavior:
>
> Thanks to Nergock, you can use an undocumented feature in CRM:
> http://groups.google.de/group/micros...43db2536caac00.
>
> The other option is http://www.stunnware.com/crm2/?area=customLookup. It
> does a lot more and solves some issues of the first solution, but you have
> to pay for it whereas the former is free.
>
> Both solutions require a FetchXml statement, which you can create using the
> FetchXml Wizard: http://www.stunnware.com/crm2/topic....d=FindingData6.
>
> --
> Michael Höhne, Microsoft Dynamics CRM MVP
>
> Web: http://www.stunnware.com/crm2
> Feed: http://www.stunnware.com/crm2/atom.aspx
> Custom Lookup Dialog: http://www.stunnware.com/crm2/?area=customLookup
> The JavaScript Snippets Directory:
> http://www.stunnware.com/crm2/topic.aspx?id=JS13
>
> ----------------------------------------------------------
>
> "abagnoud" <abagnoud@discussions.microsoft.com> schrieb im Newsbeitrag
> news:A753D2BD-58EB-4FB9-AAD5-A4048A944A8C@microsoft.com...
> > We sell software and services we therefore have two pricelists.
> > When we create an opportunity whether I pick one price list or the other
> > the
> > product selection when adding products to the opportunity remains the
> > same.
> >
> > Why do I have the exact same product selection no matter which price list
> > I
> > pick?
> > What is the point of having several price lists?
> >
> > thanks for your help

>
>
>

 
Unread 08-12-2007, 06:29 AM   #7
GrizzlyTech
Guest
 
Posts: n/a
Re: Pricelist in opportunities

In the code reference that Michael points to, it says the filtering by Price
List is possible but doesnt give the exact code.
Thanx to Nergock for posting this;

crmForm.all.phaseid.lookupbrowse = 1; // This turn on filter
crmForm.all.phaseid.additionalparams = "fetchXml=<fetch
mapping='logical'><entity name='phase'><all-attributes/><filter
type='and'><condition attribute='tractid' operator='eq' value=' " +
crmForm.all.tractid.DataValue[0].id+"' /></filter></entity></fetch> ";

But I can't figure out how to turn it into a product lookup. (how does it
access the ProductPriceList anyway, since that's not an entity for
OpportunityProduct)?

Can someone help me with the code?

--
Thanx
Glen


"Michael Höhne" wrote:

> The purpose of different price lists is having different prices for the same
> product. However the product lookup does not use the selected price list as
> a filter, which is your problem. There are two ways to change this behavior:
>
> Thanks to Nergock, you can use an undocumented feature in CRM:
> http://groups.google.de/group/micros...43db2536caac00.
>
> The other option is http://www.stunnware.com/crm2/?area=customLookup. It
> does a lot more and solves some issues of the first solution, but you have
> to pay for it whereas the former is free.
>
> Both solutions require a FetchXml statement, which you can create using the
> FetchXml Wizard: http://www.stunnware.com/crm2/topic....d=FindingData6.
>
> --
> Michael Höhne, Microsoft Dynamics CRM MVP
>
> Web: http://www.stunnware.com/crm2
> Feed: http://www.stunnware.com/crm2/atom.aspx
> Custom Lookup Dialog: http://www.stunnware.com/crm2/?area=customLookup
> The JavaScript Snippets Directory:
> http://www.stunnware.com/crm2/topic.aspx?id=JS13
>
> ----------------------------------------------------------
>
> "abagnoud" <abagnoud@discussions.microsoft.com> schrieb im Newsbeitrag
> news:A753D2BD-58EB-4FB9-AAD5-A4048A944A8C@microsoft.com...
> > We sell software and services we therefore have two pricelists.
> > When we create an opportunity whether I pick one price list or the other
> > the
> > product selection when adding products to the opportunity remains the
> > same.
> >
> > Why do I have the exact same product selection no matter which price list
> > I
> > pick?
> > What is the point of having several price lists?
> >
> > thanks for your help

>
>
>

 
Unread 08-12-2007, 06:29 AM   #8
GrizzlyTech
Guest
 
Posts: n/a
Re: Pricelist in opportunities

In the code reference that Michael points to, it says the filtering by Price
List is possible but doesnt give the exact code.
Thanx to Nergock for posting this;

crmForm.all.phaseid.lookupbrowse = 1; // This turn on filter
crmForm.all.phaseid.additionalparams = "fetchXml=<fetch
mapping='logical'><entity name='phase'><all-attributes/><filter
type='and'><condition attribute='tractid' operator='eq' value=' " +
crmForm.all.tractid.DataValue[0].id+"' /></filter></entity></fetch> ";

But I can't figure out how to turn it into a product lookup. (how does it
access the ProductPriceList anyway, since that's not an entity for
OpportunityProduct)?

Can someone help me with the code?

--
Thanx
Glen


"Michael Höhne" wrote:

> The purpose of different price lists is having different prices for the same
> product. However the product lookup does not use the selected price list as
> a filter, which is your problem. There are two ways to change this behavior:
>
> Thanks to Nergock, you can use an undocumented feature in CRM:
> http://groups.google.de/group/micros...43db2536caac00.
>
> The other option is http://www.stunnware.com/crm2/?area=customLookup. It
> does a lot more and solves some issues of the first solution, but you have
> to pay for it whereas the former is free.
>
> Both solutions require a FetchXml statement, which you can create using the
> FetchXml Wizard: http://www.stunnware.com/crm2/topic....d=FindingData6.
>
> --
> Michael Höhne, Microsoft Dynamics CRM MVP
>
> Web: http://www.stunnware.com/crm2
> Feed: http://www.stunnware.com/crm2/atom.aspx
> Custom Lookup Dialog: http://www.stunnware.com/crm2/?area=customLookup
> The JavaScript Snippets Directory:
> http://www.stunnware.com/crm2/topic.aspx?id=JS13
>
> ----------------------------------------------------------
>
> "abagnoud" <abagnoud@discussions.microsoft.com> schrieb im Newsbeitrag
> news:A753D2BD-58EB-4FB9-AAD5-A4048A944A8C@microsoft.com...
> > We sell software and services we therefore have two pricelists.
> > When we create an opportunity whether I pick one price list or the other
> > the
> > product selection when adding products to the opportunity remains the
> > same.
> >
> > Why do I have the exact same product selection no matter which price list
> > I
> > pick?
> > What is the point of having several price lists?
> >
> > thanks for your help

>
>
>

 
Unread 08-12-2007, 06:30 AM   #9
GrizzlyTech
Guest
 
Posts: n/a
Re: Pricelist in opportunities

In the code reference that Michael points to, it says the filtering by Price
List is possible but doesnt give the exact code.
Thanx to Nergock for posting this;

crmForm.all.phaseid.lookupbrowse = 1; // This turn on filter
crmForm.all.phaseid.additionalparams = "fetchXml=<fetch
mapping='logical'><entity name='phase'><all-attributes/><filter
type='and'><condition attribute='tractid' operator='eq' value=' " +
crmForm.all.tractid.DataValue[0].id+"' /></filter></entity></fetch> ";

But I can't figure out how to turn it into a product lookup. (how does it
access the ProductPriceList anyway, since that's not an entity for
OpportunityProduct)?

Can someone help me with the code?

--
Thanx
Glen


"Michael Höhne" wrote:

> The purpose of different price lists is having different prices for the same
> product. However the product lookup does not use the selected price list as
> a filter, which is your problem. There are two ways to change this behavior:
>
> Thanks to Nergock, you can use an undocumented feature in CRM:
> http://groups.google.de/group/micros...43db2536caac00.
>
> The other option is http://www.stunnware.com/crm2/?area=customLookup. It
> does a lot more and solves some issues of the first solution, but you have
> to pay for it whereas the former is free.
>
> Both solutions require a FetchXml statement, which you can create using the
> FetchXml Wizard: http://www.stunnware.com/crm2/topic....d=FindingData6.
>
> --
> Michael Höhne, Microsoft Dynamics CRM MVP
>
> Web: http://www.stunnware.com/crm2
> Feed: http://www.stunnware.com/crm2/atom.aspx
> Custom Lookup Dialog: http://www.stunnware.com/crm2/?area=customLookup
> The JavaScript Snippets Directory:
> http://www.stunnware.com/crm2/topic.aspx?id=JS13
>
> ----------------------------------------------------------
>
> "abagnoud" <abagnoud@discussions.microsoft.com> schrieb im Newsbeitrag
> news:A753D2BD-58EB-4FB9-AAD5-A4048A944A8C@microsoft.com...
> > We sell software and services we therefore have two pricelists.
> > When we create an opportunity whether I pick one price list or the other
> > the
> > product selection when adding products to the opportunity remains the
> > same.
> >
> > Why do I have the exact same product selection no matter which price list
> > I
> > pick?
> > What is the point of having several price lists?
> >
> > thanks for your help

>
>
>

 
Unread 08-12-2007, 06:44 AM   #10
GrizzlyTech
Guest
 
Posts: n/a
Re: Pricelist in opportunities

In the code reference that Michael points to, it says the filtering by Price
List is possible but doesnt give the exact code.
Thanx to Nergock for posting this;

crmForm.all.phaseid.lookupbrowse = 1; // This turn on filter
crmForm.all.phaseid.additionalparams = "fetchXml=<fetch
mapping='logical'><entity name='phase'><all-attributes/><filter
type='and'><condition attribute='tractid' operator='eq' value=' " +
crmForm.all.tractid.DataValue[0].id+"' /></filter></entity></fetch> ";

But I can't figure out how to turn it into a product lookup. (how does it
access the ProductPriceList anyway, since that's not an entity for
OpportunityProduct)?

Can someone help me with the code?

--
Thanx
Glen


"Michael Höhne" wrote:

> The purpose of different price lists is having different prices for the same
> product. However the product lookup does not use the selected price list as
> a filter, which is your problem. There are two ways to change this behavior:
>
> Thanks to Nergock, you can use an undocumented feature in CRM:
> http://groups.google.de/group/micros...43db2536caac00.
>
> The other option is http://www.stunnware.com/crm2/?area=customLookup. It
> does a lot more and solves some issues of the first solution, but you have
> to pay for it whereas the former is free.
>
> Both solutions require a FetchXml statement, which you can create using the
> FetchXml Wizard: http://www.stunnware.com/crm2/topic....d=FindingData6.
>
> --
> Michael Höhne, Microsoft Dynamics CRM MVP
>
> Web: http://www.stunnware.com/crm2
> Feed: http://www.stunnware.com/crm2/atom.aspx
> Custom Lookup Dialog: http://www.stunnware.com/crm2/?area=customLookup
> The JavaScript Snippets Directory:
> http://www.stunnware.com/crm2/topic.aspx?id=JS13
>
> ----------------------------------------------------------
>
> "abagnoud" <abagnoud@discussions.microsoft.com> schrieb im Newsbeitrag
> news:A753D2BD-58EB-4FB9-AAD5-A4048A944A8C@microsoft.com...
> > We sell software and services we therefore have two pricelists.
> > When we create an opportunity whether I pick one price list or the other
> > the
> > product selection when adding products to the opportunity remains the
> > same.
> >
> > Why do I have the exact same product selection no matter which price list
> > I
> > pick?
> > What is the point of having several price lists?
> >
> > thanks for your help

>
>
>

 
 

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