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NewbieOne Deactivating the Whole Price Book
Is there a way of deactivating the whole Price Book? As you would appreciate to deactivate the individual product price netry is a "nightmare" in itself. Thus I am trying to find a quicker way to deactivate the whole Price Book rather than deleting it. Please help.
When you try to delete a product or price book that is used on an opportunity or quote, Salesforce.com displays a list of the opportunities or quotes using it. If you are deleting a price book, you have to go to each opportunity or quote listed and remove the price book from them. If you are deleting a product, you have to remove the product from every opportunity and quote that uses it. Then, delete the price book or product and it will be stored in the Recycle Bin temporarily, during which time, you can recover it and all its related price book entries.
Well, this is going to be a "nightmare" as we already have Opportunities that are using the products and price books.
That is why deactivating is the best way of doing it (as per recomendation).
James(NewbieOne)
Hi,
you should be able to so. If you go to the Products tab (https://na3.salesforce.com/01t/o) and scroll down to the very bottom, you should see a link Manage Price Books. From there you can deactivate a pricebook.
Hope that helps.
Etienne