Default an Event Price List



  • Kris Corrigan


    Can we default a price list for a service order? if so can this be based on a role.



  • Maggie U.

    Hi Kris,

    There are a few different ways you can default a price list for a service order.  One is to assign the price list on the event.  You can also use price classes that will default a price list based on a price class assigned to the bill-to account on the order.  See the below article for more information on how to configure this:


    You can also default a price list by role using the Allow Access to Price Lists in Events/Order Entry.  By limiting what price lists a user has access to, if there is only one price list available for the order that the user is able to access, then it will default into the service order.


  • Sean Tame

    I think the defaulting of an event price list based on dates is something that many customers want but the above is rarely effective.

    1) An Org wide default price list is probably a little too restrictive in most cases to implement

    2) There is always multiple price lists configured for a time period.

    3) Not all events are created from the booking calendar (due to event profile restrictions)

    If there can be an additional flag on the price lists to indicate Event Default with the ability to select one per date range, and have this used anytime an event is added then this would be much more effective.  Additionally when an event is being copied, as well as having a price list selection for source and selected, have another for Event Default.

    This would ensure almost all new events were automated to the correct price list as opposed to very few today.

  • Can we have this set up so that it works when copying events as well.

    At the moment when we copy an event the default price list is the price list on the original event and I would like it to be the default price list for the target dates.

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