In Microsoft Dynamics 365 (D365), selecting a price list is very important because the line items on the opportunity depend on the selected price list.
A user can select a price list manually or by building custom logic the price list can be automatically populated. Additionally, a D365 feature that was introduced in 2015 Update 1 has an inbuilt feature that allows the auto-selection of a price list based on the user’s territory.
To set up the D365 inbuilt feature based on the user’s territory, follow the steps below:
Step 1: Enable the Inbuilt Rule
Navigate to Settings >> Administration >> System Settings. Under the “Sales” tab, select “Yes” for “Allow selection of default price list for opportunity via inbuilt rule.”
Step 2: Connect a Territory With the Price List
Open the price list record and use the territory grid to add a connection to a specific territory. Select the connection role as “Territory Default Price List.” It is an OOB connection role.
Step 3: Add Members to the Territory
Navigate to Settings >> Business Management >> Sales Territory. Open the territory record and add the sales contact(s) operating in that territory, using the “Members” link in the left navigation menu.
Once this is set up, whenever a user creates an opportunity, the price list will be auto-selected based on the territory the sales person belongs to, and the price list associated with that territory. Please note that if more than one price lists are associated with a territory, then the price list will not be populated.
If you have any questions about D365 and its capabilities, reach out to Wipfli. Our D365 specialists are more than willing to help your business best utilize the platform’s features.