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A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario our business requirement is that when a user creates a new Opportunity in the CRM system, a Currency-based default Price List is automatically set. 

[Set the price List Lookup on create event of a new Opportunity]

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • We create a server-side only Decision Table that fires for just when a Opportunity gets created and the PriceList isn’t filled in by the User
  • This Decision Table will check to see if an Account has been associated with this Opportunity
  • If there is no Account, the Decision Table defaults to Default Pricelist
  • If there is an Account associated , the Decision Table will check for that Account’s Currency
  • The Decision Table will then set the PriceList based off the Account’s Currency .

View this article in full on our support portal