Opportunity Pricing Web Services

The Opportunity Pricing Web Service functionality enables you to retrieve prices for products added to opportunities, from the integrated ERP application.

You can use the Refresh Prices to retrieve the data when the prices are updated in the integrated ERP application.

For each Opportunity, the associated Account must be promoted to the integrated ERP application, that is, the Account must exist in the ERP application. You can retrieve prices only for the products that are maintained in the integrated ERP application.

Prerequisites

To enable the Opportunity Pricing Web Service functionality, a user with Administrator role must:

Enable the Back Office Extension integration.
Set the Local CRM Pricing option to False for the Opportunity.
Ensure that Infor CRM is integrated with the ERP, in which product prices are maintained.
Set the Price Services option to Active for the integrated ERP.
Customize the Price mappings for the active Price Service, based on the organization requirement.
Enable the Infor CRM SOR Back Office integration, to send the Opportunity Sync BODs from Infor CRM.