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Use custom pricing for products

  • Artykuł

 

Applies To: Dynamics CRM 2015

The pricing engine in Microsoft Dynamics CRM supports a standard set of pricing and discounting methods, which might be limiting to your business depending on your specific requirements for applying taxation, discounts, and other pricing rules for your products. If you want to define custom pricing for your products in opportunities, quotes, orders and invoices, you can use the CalculatePrice message.

To use the custom pricing for your opportunities, quotes, orders, and invoices:

  1. Set the value of the Organization.OOBPriceCalculationEnabled attribute to 0 (false). You can also use the Sales tab in the system settings area in Microsoft Dynamics CRM or Microsoft Dynamics CRM for Outlook to disable system pricing. More information: Configure product catalog information

  2. Create a plug-in that contains your custom pricing code for calculating the price for your opportunity, quote, order, or invoice.

  3. Register the plug-in on the CalculatePrice message.

When the Organization.OOBPriceCalculationEnabled attribute is set to 0, every time an opportunity, quote, order, or invoice is created or changes, the plug-in registered on the CalculatePrice executes to calculate prices as specified in your custom code in the plug-in. The CalculatePriceRequest message doesn’t have any usage scenario of its own. It’s exposed so that you can plug in your own custom pricing calculation logic if you don’t want to use the out-of-box pricing provided by CRM.

For a sample plug-in that calculates custom pricing for opportunities, quotes, orders, and invoices, see Sample: Calculate Price plug-in.

If you want to revert to using the out-of-box pricing for your opportunities, quotes, orders, and invoices, set the value of the Organization.OOBPriceCalculationEnabled attribute to 1 (true). You can also use the Sales tab in the system settings area in CRM or Dynamics CRM for Outlook to enable system pricing. More information: Configure product catalog information

See Also

Product pricing methods
Sample: Calculate Price plug-in
Product catalog entities

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