Discussion:
CRM 4.0 : How to have a pre-selected price list in quote forms
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Frédéric BAILLON
2008-12-16 13:41:18 UTC
Permalink
Hello,
In my crm application, I have just one Price list. When I create a quote, I
would like to have my Price list pre-selected and not that the user have to
select it.
(It is the same for th unit in product...)
Do you have an idea how to do this ?
Thanks for tour Help
FB
Darren Liu
2008-12-17 05:35:31 UTC
Permalink
Hi FB,

You may write Javacript to populate the PriceList field in the onLoad
property of a Quote. You may refer to CRM SDK if you would like to
learn more about client side scripting.

Darren Liu, Microsoft CRM MVP
Crowe Horwath
http://www.crowecrm.com

On Dec 16, 7:41 am, Frédéric BAILLON
Post by Frédéric BAILLON
Hello,
In my crm application, I have just one Price list. When I create a quote, I
would like to have my Price list pre-selected and not that the user have to
select it.
(It is the same for th unit in product...)
Do you have an idea how to do this ?
Thanks for tour Help
FB
Frédéric BAILLON
2008-12-17 10:53:01 UTC
Permalink
Hi Darren,
Thank for your answer.
I wrote javascript to populate the PriceList fiels, but i had en error. I
don't know the syntaxe of the value of the unique identifier type. can you
help me ?
FB
Post by Darren Liu
Hi FB,
You may write Javacript to populate the PriceList field in the onLoad
property of a Quote. You may refer to CRM SDK if you would like to
learn more about client side scripting.
Darren Liu, Microsoft CRM MVP
Crowe Horwath
http://www.crowecrm.com
On Dec 16, 7:41 am, Frédéric BAILLON
Post by Frédéric BAILLON
Hello,
In my crm application, I have just one Price list. When I create a quote, I
would like to have my Price list pre-selected and not that the user have to
select it.
(It is the same for th unit in product...)
Do you have an idea how to do this ?
Thanks for tour Help
FB
Marcel
2008-12-19 18:57:01 UTC
Permalink
Hello Frédéric, please read http://www.stunnware.com/crm2/ it contains many
many great examples that could help you

Kind regards,
Marcel
Post by Frédéric BAILLON
Hi Darren,
Thank for your answer.
I wrote javascript to populate the PriceList fiels, but i had en error. I
don't know the syntaxe of the value of the unique identifier type. can you
help me ?
FB
Post by Darren Liu
Hi FB,
You may write Javacript to populate the PriceList field in the onLoad
property of a Quote. You may refer to CRM SDK if you would like to
learn more about client side scripting.
Darren Liu, Microsoft CRM MVP
Crowe Horwath
http://www.crowecrm.com
On Dec 16, 7:41 am, Frédéric BAILLON
Post by Frédéric BAILLON
Hello,
In my crm application, I have just one Price list. When I create a quote, I
would like to have my Price list pre-selected and not that the user have to
select it.
(It is the same for th unit in product...)
Do you have an idea how to do this ?
Thanks for tour Help
FB
unknown
2010-04-19 12:04:14 UTC
Permalink
Hello,
In my crm application, I have just one Price list. When I create a quote, I
would like to have my Price list pre-selected and not that the user have to
select it.
(It is the same for th unit in product...)
have you got it working . even me have the same problem..
could you help me




FrdricBAILLO wrote:

CRM 4.0 : How to have a pre-selected price list in quote forms
16-Dec-08

Hello,
In my crm application, I have just one Price list. When I create a quote, I
would like to have my Price list pre-selected and not that the user have to
select it.
(It is the same for th unit in product...)
Do you have an idea how to do this ?
Thanks for tour Help
FB

Previous Posts In This Thread:

On Tuesday, December 16, 2008 8:41 AM
FrdricBAILLO wrote:

CRM 4.0 : How to have a pre-selected price list in quote forms
Hello,
In my crm application, I have just one Price list. When I create a quote, I
would like to have my Price list pre-selected and not that the user have to
select it.
(It is the same for th unit in product...)
Do you have an idea how to do this ?
Thanks for tour Help
FB

On Wednesday, December 17, 2008 5:53 AM
FrdricBAILLO wrote:

Hi Darren,Thank for your answer.
Hi Darren,
Thank for your answer.
I wrote javascript to populate the PriceList fiels, but i had en error. I
don't know the syntaxe of the value of the unique identifier type. can you
help me ?
FB

"Darren Liu" wrote:

On Thursday, December 18, 2008 7:10 AM
Darren Liu wrote:

Hi FB,You may write Javacript to populate the PriceList field in the
Hi FB,

You may write Javacript to populate the PriceList field in the onLoad
property of a Quote. You may refer to CRM SDK if you would like to
learn more about client side scripting.

Darren Liu, Microsoft CRM MVP
Crowe Horwath
http://www.crowecrm.com

On Dec 16, 7:41=A0am, Fr=E9d=E9ric BAILLON
<***@discussions.microsoft.com> wrote:
I
to

On Friday, December 19, 2008 1:57 PM
Marce wrote:

Re: CRM 4.0 : How to have a pre-selected price list in quote forms
Hello Fr??d??ric, please read http://www.stunnware.com/crm2/ it contains many
many great examples that could help you

Kind regards,
Marcel

"Fr??d??ric BAILLON" wrote:


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