Online Library UX 365 Setting the Default Price List | Page 5
Sample setup assuming two currencies
Supported
Currencies
US Dollar
Price List
Records
Price
List
Currency
Member
(Yes/No)
Default
(Yes/No)
Member US Dollar Yes No
Non-member US Dollar No Yes
Faculty US Dollar No No
Student US Dollar No No
Student Member US Dollar Yes No
Euro
Member Euro Yes No
Non-member Euro No Yes
Faculty Euro No No
Student Euro No No
Student Member Euro Yes No
Note
If the user changes the currency in the account or contact record, the user must also manually
look up to select a price list that matches the newly select currency for the account or contact. UX
does not allow the user to save account or contact records if the selected currency does not match
the currency in the selected price list.
Conversely, if you change the price list in the account or contact record, UX automatically updates
the currency based on the currency in the selected price list.
Default price list for contacts and accounts created by qualifying a lead
When qualifying a lead as an opportunity, CRM creates a new contact record. If the lead record
contains a company name, CRM creates a new account record as the parent to the contact record
with the contact as the primary contact.
UX plugins will assign the default Price List to the contact record and the parent account record
created by CRM based on the user’s currency and the corresponding currency Price List setup record
where Default = true. If no Price List is flagged as the default, no price level will be assigned to
contacts or accounts created by qualifying a CRM lead.
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