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]

North52 Decision Suite Solution

The North52 Decision Suite 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 .

North52 Decision Suite Steps

Note : The PriceLists need to be set up prior to creation of this Decision Table. For this example, the Price Lists "Bicycle PriceList - in Euros" , "Bicycle PriceList - in USD" and " "Bicycle PriceList - in Sterling" have been created.

Setup

• Create a new formula of type Save - Perform Action
• Set the Event to 'Create'
• Set the Source Entity to 'Opportunity'
• Set the Source Property to 'All Properties'
• If not already in Decision Table mode, click on Commands and select Toggle Editor to open the Decision Table editor
• Right-Click the Condition column and select Insert Condition.

Set PriceList to Euros

• Click on cell A2 and then open the Source tab
• Search for 'Price' and expand the Source node
• Select Price List (Value)
• Click on cell A4 and open the Function tab
• Search for 'doesnot'
• Ctrl + Click the function DoesNotContainData 
• Click on cell B2 
• Go to the Source tab, clear the search field
• Expand the tree node Related (N : 1)  > account (parentaccountid) > (Attributes)
• Search for 'currency'
• Select Currency (Name)
• Click on B4 and Type 'Euro'  
• Click on C2 and go to the Source tab
• Search for 'Price' and expand the Source node
• Select Price List (Value)
• Click on C4 and open the Function tab
• Search for 'findvalue'
• Shift + Click FindValue to open up its wizard:

  • Friendly Name: enter 'Set Euro PriceList'

  • Entity Name: find and select Price List

  • Where Attribute: find and select Name

  • Equals Value: enter 'Bicycle Pricelist - in Euros' 

  • Select Attribute: find and select Price List

  • Click Generate

Set PriceList to U.S. Dollars / Set PriceList to Sterling

• Click on cell A5
• Open up the Function tab  and search for 'doesnot' 
• Ctrl + Click the function DoesNotContainData 
• Click on cell A6
• Ctrl + Click the function DoesNotContainData   
• Click on cell B5
• Type 'Pound Sterling'
• Click on cell B6
• Type 'US Dollar'
• Click on cell C5
• Click on the Functions tab.
• Search for 'findvalue'
• Shift + Click FindValue to open up its wizard:

  • Friendly Name: enter 'Set Sterling PriceList'

  • Entity Name: find and select Price List

  • Where Attribute: find and select Name

  • Equals Value: enter 'Bicycle Pricelist - in Sterling'

  • Select Attribute: find and select Price List

  • Click Generate

• Click on cell D6
• Click on the Functions tab
• Search for 'findvalue'
• Shift + Click FindValue to open up its wizard:

  • Friendly Name: enter 'Set USD PriceList' 

  • Entity Name: find and select Price List

  • Where Attribute: find and select Name

  • Equals Value: enter 'Bicycle Pricelist - in USD'  * 

  • Select Attribute: find and select Price List

  • Click Generate

• Your Decision Table should look like below: