Thursday, June 2, 2011

Microsoft Dynamics CRM 2011 : How to Set Default Price List on Opportunity Form?


The pricelist choosing dialog has a filter built into it to present only the pricelists that use the selected currency. Since the workflow configuration does not offer currency selection, so no pricelists pass through the filter.

Instructions:

1. First retrieve the default price list id, open default price list record and copy the URL address.

(If you are using CRM application mode then press F11 to make address bar visible)

In my case URL is: http://mycrm:5555/myorg/main.aspx?etc=1022&extraqs=%3f_gridType%3d1022%26etc%3d1022%26id%3d%257b7EC1E3A2-6B8C-E011-A88AE5EF0498D042%257d%26rskey%3d490666710&pagetype=entityrecord

2. Decode CRM URL address, open web address http://meyerweb.com/eric/tools/dencoder

3. Paste the URL address into the URL Decoder/Encoder text area

4. Click two times on Decode button to decode Url address completely. Decoded URL: http://mycrm:5555/myorg/main.aspx?etc=1022&extraqs=?_gridType=1022&etc=1022&id={7EC1E3A2-6B8C-E011-A88AE5EF0498D042}&rskey=490666710&pagetype=entityrecord

5. Copy Id= value in my case it is {7EC1E3A2-6B8C-E011-A88A-E5EF0498D042} and use in default price list JScript.

6. Use the following Jscript code into Opportunity entity form Onload event and make sure to change the Price List Name and Price List Id in function frmOnLoad.

JScript Code:

// Call this function on Opportunity Form onLoad
function frmOnLoad() {
    // If form Type = Create
    if (Xrm.Page.ui.getFormType() == 1) {
        // 1st Parameter is Price List Name, 2nd Parameter is Price List GUID
        SetDefaultPriceList("Test", "{36A2E249-278D-E011-A88A-E5EF0498D042}");
    }
}
function SetDefaultPriceList(prmPriceListName, prmPriceListId) {
    //Create an array to set as the DataValue for the lookup control.
    var lookupData = new Array();
    //Create an Object add to the array.
    var lookupItem = new Object();
    //Set the id, typename, and name properties to the object.
    lookupItem.id = prmPriceListId;
    lookupItem.typename = "pricelevel";
    lookupItem.name = prmPriceListName;
    // Add the object to the array.
    lookupData[0] = lookupItem;
    // Set the value of the lookup field to the value of the array.
    Xrm.Page.getAttribute("pricelevelid").setValue(lookupData);
}

45 comments:

  1. This is great, thank you. Worked on the Quote form for me.

    ReplyDelete
  2. You are welcome, i am glad that it helps you :)

    ReplyDelete
  3. doesnt work. but thanks for trying

    ReplyDelete
  4. Thank you very much!

    ReplyDelete
  5. Nice scripting Jehanzeb! Works great with tweak to the name and guid!

    ReplyDelete
  6. Can I do this by Business Unit? I mean I want have multiple price lists and I want to default it by Business Unit. Is it possible?

    ReplyDelete
  7. Hello, I was able to use your script and it works when creating a new opportunity. However, it does not work when converting a Lead into a new Opportunity. Can you advise how the script should be when converting a lead to opportunity so it can set default price list?
    Thanks

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