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Order Product Not Visible Upon New Order Creation in Veeva CRM

  • Updated

Overview:

When a user tries to create a new Order against an Account, a specific Product cannot be selected even though the user has access to the Pricing Rule and the Detail Product through My Setup.

Root Cause:

The issue is caused by the different currency on the Pricing Rule List Price record and the Currency field on the User record. If they do not match, the Product is not visible during the Order creation.

Currency.PNG

UserRecord.PNG

Solution:

Two possible solutions:

  1. Create a new Pricing Rule List Price type with the correct currency.
  2. Change the currency field on the User record in order to match with the active Pricing Rule list price type.

Related Documentation:

CRM Help Documentation: 

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