Update plug-in attributes to include new pricing dimensions
Before following the steps in this unit, first read and follow the steps in the following units in this module:
Create custom fields and entities as pricing dimensions
Add custom fields to price setup and transactional entities
Set up custom fields as pricing dimensions
If you haven't done so, return to those units and complete the steps (in order) before proceeding with the ensuing steps.
This unit discusses how to update plug-in attributes for pricing dimensions.
Register a plug-in
When you create a quote line detail for a project on the Quote Line page, the system creates two estimate lines. One estimate line is for the cost side of the estimate, and the other line is for the sales side. The same process occurs for project contract lines.
Changing a field or quantity on the cost side makes the same change on the sales side. If you need to make changes on the sales side that you also want applied to the cost side, you'll need to reregister specific plug-ins after changing a pricing dimension.
These specific plug-ins are as follows:
PreOperationContractLineDetailUpdate - Update msdyn_orderlinetransaction
PreOperationQuoteLineDetailUpdate - Updates msdyn_quotelinetransaction
To update and reregister these plug-ins, follow these steps:
Open PluginRegistrationTool (PRT).
Connect to your Project Operations Microsoft Dataverse environment. For instructions, see Connect using the Plug-in Registration tool.
Search for and select the name of the plug-in, and then select the Select on Main Form option.
Select the Update msdyn_orderlinetransaction step, right-click, and then select Update.
Select the ellipsis (...) in the filtering attributes.
A list of all attributes show in the entity and the pricing dimensions. Select the checkboxes for the pricing dimension attributes.
Select OK and then select Update Step.
Repeat steps 2-7 for the second plug-in: PreOperationQuoteLineDetail.
For more information, see Dataverse development tools.