Since this feature is still in Early Access phase, there are few kinks to this functionality which needs straightening. Price per Unit in Product Line Item is updated from Amount value set in the Default Price List Item for the Product.The currency in Price per Unit is updated from currency selected on opportunity, quote, order, or invoice.So, how will Product currency be updated and the Product cost be calculated with this new feature where Price List is optional? Thus a Price List was an integral part of these entities.

The Price per Unit of the Product is updated on these entities from Price List Item.the currency on the Price List should match with the currency on opportunity, quote, order, or invoice. Based on this currency selected, a Price List needs to be selected for these entities i.e.Initially, currency is selected on an opportunity, quote, order, or invoice.Now before this feature was released, the Price per Unit with currency were updated by following the steps below: Under ‘Make price lists optional’ set the Allow line item creation without an associated price list option to ‘ Yes’ in order to enable this feature. Unified Interface: Open the Sales Hub App, navigate to the App Settings area -> Product Catalog Settings. Under Sales Tab, under ‘Make price lists optional’ set the Allow line item creation without an associated price list option to ‘ Yes’ in order to enable this feature.

This feature can be turned on or off by the System Administrator from two different places depending on Classic or Unified Interface.Ĭlassic Interface: Navigate to Settings -> Administration -> System Settings. This feature works in both classic and unified interface. This feature will streamline the product adding capability, making it quicker for the salesperson to add Products. Wave 2 Release for Dynamics 365 is now available for preview and one of the new helpful features released is the ability to make price list optional for opportunities, quotes, orders, or invoices.

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