Update plug-in attributes to include new pricing dimensions

Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Note

If you are not using the Project Service Automation (PSA) Quoting and Contracting features, you can skip this article.

This article assumes that you have completed the procedures in the articles, Create custom fields and entities, Add custom fields to price setup and transactional entities, and Set up custom fields as pricing dimensions. If you haven't completed those procedures, go back and complete them and then return to this article.

When a quote line detail is created on the Quote Line page for a project quote line, the system creates two estimate lines in the background -- one line for the cost side of the estimate and one for sales side. This is the same for project contract lines.

When you make a change to the quantity or a field on the cost side, that change is propagated to the sales side. This is possible because of the following plug-ins that must be re-registered after a change to pricing dimensions.

• PreOperationContractLineDetailUpdate - Updates msdyn_orderlinetransaction.
• PreOperationQuoteLineDetailUpdate - Updates msdyn_quotelinetransaction.

The following steps walk you through the process of registering the plug-ins.

1. Open the PluginRegistrationTool and connect to your online instance.
2. Click Search and search for the plug-in to be updated.

3. After the plug-in is found, select it and then click Select on Main Form.

4. Select the step of the plug-in to be updated, right-click, and then select Update.

5. In the update window, click the ellipsis (...) in the filtering attributes.

6. Select the pricing attribute check boxes.

7. Click OK to close the page and then select Update Step.

8. Repeat this process for the second plug-in, PreOperationQuoteLineDetail - Update of msdyn_quotelinetransaction.

9. Close the plug-in registration tool.