Tech Support > Microsoft Windows > Windows CRM > Price List Updates
Price List Updates
Posted by Shauna Koppang on July 26th, 2005


I am still new to CRM. We are importing a price list of over 2,000 items.
About once a quarter these prices change based on exchange rates, and other
factors. What is the best way to update them, as manually updating them
would take far too long. What are the implications of re-importing them? Do
we have to write and SDK to do this or is there some way (and I would hope
that there would be as CRM does manager products & price lists) to update
large lists? Any help would be greatly appreciated!

Thanks!
Shauna

Posted by John O'Donnell on July 26th, 2005


You either need to find a utility (never heard of one to do this) or get a
developer to write the update code which is not a major task.

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"Shauna Koppang" <ShaunaKoppang@discussions.microsoft.com> wrote in message
news:5E4ABE38-D5D1-463D-95E9-027613B0AA72@microsoft.com...


Posted by Shauna Koppang on July 27th, 2005


Hi John,

To me this would seem like it should be a basic feature of CRM as the
product uses price lists/products. This will cause my client MAJOR problems
as they have over 2000 products and 4 price lists which update about every
quarter. Will version 3 address this issue? There must be a solution out
there, as I know we cannot be the only ones having this same problm. In
fact, I have searched this newsgroup site and the couple of other users who
have asked a similar question have not gotten answers either. Thanks for
yours John and I may have to resort to contracting a programmer and eating a
major portion of our project costs.

Thanks!
Shauna

"John O'Donnell" wrote:

Posted by Peter Lynch on July 27th, 2005


Scribe Insight for Microsoft CRM from www.scribesoft.com can do this. The
licence plus configuation costs may be competitive with the progarmmer cost

Peter


"Shauna Koppang" <ShaunaKoppang@discussions.microsoft.com> wrote in message
newsBE36768-428C-4E72-B49C-115BACA448B2@microsoft.com...


Posted by Andy P on October 5th, 2005


We have very much the same problem. Our prices are based on a standard price
reviewed every qtr and stored in out purchasing system. I ended up creating
a Access table that linked to the CRM dbo_Product table. Unit pricing can
then be updated from another source via a Access update query.

As long as you perform the update at a dead time it works really well.

Andy.

"Peter Lynch" wrote:

Posted by Shauna Koppang on October 5th, 2005


Hi Andy,

This sounds like a great alternative. Any more information on how to link
the tables would be helpful as I have only used access a little in the past.
Could import our tables into Access tables, that I should be able to do, just
need some direction on how to link them in. Thanks for this great suggestion!

Shauna

"Andy P" wrote:


Similar Posts