Enabling refresh pricing

If your company uses a pricing service to determine sales order or quote product pricing, then users can refresh the sales order or quote product price values to reflect the most current pricing. In order for users to be able to refresh sales orders and quotes product prices, the refresh pricing secured actions requires to be added to a role, and each user that requires access must be assigned to that role.

To enable Refresh Pricing:

  1. Access the Secured Actions list view. See Using the Secured Actions list view.
  2. Select one or more of these secured actions:
    • Entities/Quote/RePriceQuote - Adds the Refresh Pricing task to the Quotes Tasks section of the Task Pane on the Quote detail view.
    • Entities/SalesOrder/RePriceOrder - Adds the Refresh Pricing task to the Sales Orders Tasks section of the Task Pane on the Sales Order detail view. Select one or more records by pressing the CTRLShift.
  3. Click Add to Role in the Secured Action Task pane.
  4. Click Lookup and the use lookup to find and select the desired role in the Select Role window, and click OK. See Finding records.
  5. Assign users to the role you selected in step 4 if required. See Assigning users to a role
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