We have recnetly moved to a new pricebook. There are many open opportunities open that have used the old pricebook for there prcinginghowever, we would like them to use the new pricing. We have asked all users to use the "Clone without products" function to do this however, we are obviously going to ge a few (more than a few) that ignire this and close the opp anyway.
Is tehre a way of validating which pricebook is bing used on an opportunity?
Ideally something that is like:
ISPICKVAL( Opportunity.StageName , "Closed Won")
&&
Pricebook.Id <> "01sD0000000QS1h"
so they get an error when trying to close the opportunity with teh old pricebook?
Has anyone got a solution to this?
Thanks
4 answers
That is exactly how you can do it. Create a Validation Rule that checks the PriceBookId.
You can either do it at closed Won, or on every edit:
AND(
ISPICKVAL( StageName , "Closed Won"),
Pricebook.Id <> "01sD0000000QS1h"
)
