Dynamics 365 Sales: Managing Opportunities with Expired Price Lists

Continuing Opportunity Management with Expired Price Lists

Question

You use price lists in Dynamics 365 for Sales.

Some price lists have expired.

Users need to be able to continue to manage their opportunities.

Which option is possible?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

D.

In Dynamics 365 for Sales, price lists are used to define the prices of products or services offered by a company. Price lists can have an expiry date, after which they are considered expired.

If a user attempts to use an expired price list while creating or editing an opportunity, Dynamics 365 provides a warning to the user. However, the user can still add the expired price list to the opportunity if required.

Therefore, option B is the correct answer to this question.

Option A is not correct because expired price lists should not be added to opportunities created prior to the expiry date. Instead, the user should update the opportunity with a current price list.

Option C is not correct because opportunities that use an expired price list should not be continued through their lifecycle. Doing so may result in inaccurate pricing and lost revenue for the company.

Option D is also incorrect because displaying a warning message is not sufficient. The user should not be able to proceed with the opportunity if an expired price list is used.