DID YOU KNOW? Setting default price list for opportunities in CRM 2015


New system setting is introduced Sales territory change in CRM 2015 to set default price list in opportunity. If this setting is set to No following territory configuration won’t work. This setting comes in picture while setting Territory based default price list.

Default Pricelist 1

For this, create a territory (e.g. USA) -> add Manager. Multiple members can be added by clicking Members in Common section in left navigation -> Add members.

Once territory is created, create price list –> add price list items -> in territory relationship grid add territories (e.g. USA) for which current price list should be default.

Default Pricelist 2

Save changes and now as per our configuration, for territory manager and members inside territory, Shirts Price list becomes default i.e. pre-populated while creating new opportunity. Price list can be changed if required.

Another approach to set default pricelist for opportunity is to create a simple business rule on opportunity form which sets value of field Pricelist. Once business rule is activated, for every new opportunity default price list is set.

Note: Business rule overrides Sales Territory settings. System setting shown above does not affect business rule.

Please refer below link for more information

https://technet.microsoft.com/en-us/library/dn531129.aspx

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