Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Bulk update price list items

  • 1.  Bulk update price list items

    SILVER CONTRIBUTOR
    Posted Nov 11, 2019 06:05 PM
    What is the best way to bulk update price list items? We have a price list per customer account and I'd like to be able to update the price list items across multiple price lists. So far the method I am trying is resulting in an error stating that I cannot update an existing record ("A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again.")

    I simply created a .csv file with the required columns (product ID, amount, price list, unit), the use the data import wizard and map the fields, then import. Do you have to delete the price list items first? If so, can I back up the existing data beforehand?

    ------------------------------
    Jack Ogle
    DFW Heavy Duty
    Forth Worth TX
    ------------------------------


  • 2.  RE: Bulk update price list items

    TOP CONTRIBUTOR
    Posted Nov 12, 2019 09:17 AM
    I think you are missing some steps. If you want to modify existing records, then you should first use Advanced Find on Pirce List Items to identify exactly which items you want to update, and export it as a Static Excel sheet. Note that columns A,B, and C are hidden - these carry the "primary key" that the system uses to link your imported data with the original information and update it - do not change these fields. you should be able to simply change your prices in that spreadsheet and reimport it as an xlsx file.

    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------



  • 3.  RE: Bulk update price list items

    SILVER CONTRIBUTOR
    Posted Nov 12, 2019 10:30 AM
    Thanks Nelson. So the steps you outline were initially what I performed, and it basically removed the need for mapping fields when using a .csv file. However I believe the import still resulted in an error. I can retry these steps to post the actual error message. When using an export file from the Advanced Find I have to query for each price list and export a separate .xlsx for each one, which there are numerous (one list per customer). I was hoping to see the hidden columns you mentioned but it doesn't look like there are any since I can select all columns, right-click and choose "unhide", and no additional columns appear. I also do not see the double column separator that indicates there are hidden columns.

    I'll try those steps again with a test and reply back shortly.

    ------------------------------
    Jack Ogle
    DFW Heavy Duty
    Forth Worth TX
    ------------------------------



  • 4.  RE: Bulk update price list items

    TOP CONTRIBUTOR
    Posted Nov 12, 2019 10:10 AM
    Edited by Rex Kenley Tan Nov 12, 2019 10:11 AM

    Jack

    Depending on your setup and requirements, you may want to consider creating a new price list. The reason for this especially is when you want to keep your historical data. You don't want to be in a situation where you can't recall your original quote to your customer right before a price increase.

    *In my previous employ, I wrote a custom app that manages all price lists based on product.The app displays the price lists as columns and each column row contains the quantity and desired price. The app can increase/decrease price by a specific amount or by percentage. It also allows you to set a "master" price list and then copy all values to all other price lists.

    Is this something that the community would find useful?



    ------------------------------
    Rex Kenley Tan, MCSA, MCSD
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
    ------------------------------



  • 5.  RE: Bulk update price list items

    TOP CONTRIBUTOR
    Posted Nov 12, 2019 10:31 AM
    Rex,
       An update to a price list will only affect Open Opportunities and Draft Quotes. Once the Opportunity is closed, or a quote is Activated, the system will not update price changes.

    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------



  • 6.  RE: Bulk update price list items

    SILVER CONTRIBUTOR
    Posted Nov 12, 2019 10:38 AM
    OK, I misspoke on the hidden columns. You can clearly see that columns A, B and C are hidden since the first column is D. I was able to view the hidden columns and I do see that one is the price list object ID (I also saw this when exporting the entity from PowerApps).

    ------------------------------
    Jack Ogle
    DFW Heavy Duty
    Forth Worth TX
    ------------------------------



  • 7.  RE: Bulk update price list items

    TOP CONTRIBUTOR
    Posted Nov 12, 2019 10:45 AM
    Edited by Rex Kenley Tan Nov 12, 2019 10:46 AM

    Nelson

    Thanks for the clarification. That's the situation I am talking about that an opportunity (valid for months) is still open when a price list change occurred.

    It's good to know that Crm locks this down for you in closed state.

    ------------------------------
    Rex Kenley Tan, MCSA, MCSD
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role