Pricing Products – Part 8 – Adding the Unit column to the Quote Products, Order Products and Invoice Products views

Colin Maitland, 17 September 2012

In my previous blog I provided step-by-step instructions for adding the Unit column to the Opportunity Products sub-grid on the Opportunity form in Microsoft Dynamics CRM 2011.

Unlike Opportunity Products, the Quote, Order and Invoice associated products are displayed from an associated products view rather than from a related products sub-grid. This makes the task of adding the Unit column to the associated products views, for Quotes, Orders and Invoices, slightly different to that of adding the Unit column to the related products sub-grid for Opportunities.

In this blog I will be providing step-by-step instructions for adding the Unit column to the Quote, Order and Invoice associated products views.

The following three screenshots show the out-of-the-box Quote Product Associated View, Order Product Associated View and Invoice Product Associated View for Quotes, Orders and Invoices. These views are accessed from the Products link on the Quote, Order and Invoice forms navigation panes.

 

 

The following instructions describe how to add the Unit column to each of these views. Before continuing, you should refer to my previous blog to get additional information on the required Security Roles and the use of Publishers and Solutions.

Step 1 – Add Quote Product, Order Product and Invoice Product Entities to Solution

1. Select Settings -> Solutions.
2. Either locate and open an existing, or create a new, Solution to use for customising the Quote Product, Order Product and Invoice Product entities.
3. From the Components toolbar, select Add Existing, Entity.

 

4. From the Select Solution Components screen browse to and select Invoice Product, Order Product and Quote Product from the list of entities and then click OK. You may need to select these one at a time and click OK as they may be on different pages.

 

Step 2 – Customise the Quote Product Associated View

1. From the Solution screen, select and expand the Entities and Quote Product branches of the Components tree and select the Views branch under Quote Product.

  

2. Double-click the Quote Product Associated View to open it. 
3. From the View: Quote Product Associated View screen, click Add Columns.

 

4. From the Add Columns window scroll to and select the Unit column and then click OK.

 

5. From the View: Quote Product Associated View screen, select the Unit column and then click the green left arrow until the Unit column is positioned before the Price Per Unit column.

 

 

6. Click Save and Close to return to the Solution screen.

 

Step 3 – Customise the Order Product Associated View

• Repeat the same steps as those for Step 2 for the Order Product entity and related Order Product Associated View.

Step 4 – Customise the Invoice Product Associated View

• Repeat the same steps as those completed for Step 2 for the Invoice Product entity and related Invoice Product Associated View.

Step 5 – Publish Customisations

1. From the Solution screen, click Save and then click Publish All Customisations.

 

2. Either click the Close button or click Save and Close to close the Solution screen.

Finally, either refresh (F5), or logout and then logon to, Microsoft Dynamics CRM. The Product Associated Views for Quotes, Orders and Invoices will now display the Unit column. The three screenshots that follow show the result of this completed example: