Microsoft Dynamics® CRM Training
Project Service Automation: Creating a Price List
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Welcome to Creating a Price List in Microsoft Dynamics CRM. This functionality is part of the Project Service Automation solution; if you have not yet installed this solution, check out the Installing the PSA Solution video, available on the Success Portal. To create a price list, click the menu icon along the top of the page, then choose the Project Service tile. Within the Settings section, click Price Lists. Click New in the upper left corner of the screen. Enter desired text in the Name field, then choose a Context from the dropdown list. Start and End Date fields are optional, but to complete them, click within each field, then click the calendar icon. Navigate to the desired date, using the arrows to navigate between months, then clicking to select the desired date within a month. Verify that the Currency that autopopulated is correct, and if not, click the magnifying glass and choose Look Up More Records to select a different currency. In the Time Unit field, specify the period of time the price applies to, such as day or hour. If desired, enter text within the Description field. Click Save to create the record so you can continue editing it. Add role prices and category prices as desired. To add a role price, click the plus sign under Role prices. Click the magnifying glass for the role field, and choose the desired role from the list. If necessary, you can also click Look up more records or New here. Follow the same steps for the Resourcing Unit field. Enter desired role Price. Click Save. Repeat until all role prices have been added. To add a category, click the plus sign under Category prices. Click the magnifying glass for the transaction category field, and choose the desired transaction category from the list. If necessary, you can also click Look up more records or New here. In the Price Calculation field, choose Price per unit, At cost, or Markup percentage from the dropdown list. Click Save. Repeat until all category prices have been added. Click to expand the Price List Items section. Click the plus sign to add a price list item. In the window that appears, the Price List field will be autopopulated with the new price list name. Click the magnifying glass for the product field and choose a product from the list, or click Look up more records to find the desired product. Follow the same steps for the Unit and Discount List fields. In the Quantity Selling Option field, choose No Control, Whole, or Whole and Fractional from the dropdown list. Choose the desired Pricing Method from the dropdown list. Enter desired amount in the Amount field. Click Save & Close. Repeat until all price list items have been added. If desired, territory relationships can be added to the price list by clicking to expand the Territory Relationships section and clicking the plus sign, then in the New Connection window, fill in the details and click Save. Click the Save icon in the lower right corner of the screen. Thanks for watching this video by xRM!