Create or edit a price list

Can I do this task?

1. In the Navigation Pane, click Settings, click Product Catalog, and then click Price Lists.
2. On the Actions toolbar, click New, or open the price list you want to edit.
3. In the Price List form, enter the following information:
   • Name

     You must enter a name with a length of 100 characters or fewer. The information should be meaningful and unique.

   • Start Date

     Enter the beginning date for which this price list is valid.

     You must enter the date in the format your organization has set for dates. For example, 01/01/2006 or 31.12.2005.

     If you omit leading zeros in a date, Microsoft Dynamics CRM Online will add them automatically. For example, when you type 1/1/06, Microsoft Dynamics CRM Online will display it as 01/01/2006, if that is the date format of your organization.

   • End Date

     Enter the end date after which this price list will no longer be valid.

   • Currency

     Click the Lookup button and select the currency for this price list.

4. Click Save or Save and Close.

Tip

Important

You must set up at least one price list for each of the currencies in which your organization does business.

Note

The values you enter in the Start Date and End Date fields are for reference only, and do not affect Microsoft Dynamics CRM Online business logic.