Find and remove price list associations

This week in Microsoft Dynamics Support, I will show you how to fix a common delete price list error in Microsoft Dynamics 365 for Sales CRM.

Sometimes, when you try to delete a price list, there’s an error saying, “The record could not be deleted because of an association.” The error prevents you from deleting a price list that is in use.

If you see this error and weren’t expecting to, you will need to find where the price list is associated so you can remove any associations and delete the list.

See below for video and instructions:

“The record could not be deleted because of an association.”

If you look at the example above, you will see there’s a price list called “test.” I want to delete this price list, but when I try to delete it I get this error: The record could not be deleted because of an association.

But if you look at this particular record right now, there’s no association for products under Price List Items, and I don’t see any relationship in terms of Territory Relationships. Also, as you can see, the status says “Active.” Usually, active price lists are deletable. So to me, this list seems like it should be deletable.

To fix this particular problem, we need to find out if there’s any other associations and remove the price list from those records.

Find other associations

1.) Go into Advanced Find and set Look for to Price Lists.

From here, you can search the main related entities for the price list: Accounts, Quotes, and Orders. Those are the main entities. Usually, you can find an association in one of them. You can check other entities as well if you don’t find any results.

2a.) Select Accounts and then click on Results.

2b.) Select Quotes and then click on Results.

2c.) Select Orders and then click on Results.

Remove price list from associated records

Once you find your price list associated with an entity, then you need to find the records associated with your price list and change them.

3.) Go into Advanced Find and set Look for to [entity], with Price List equals [price list name].

4.) Click on the record(s) you find there and change the Price list to a different, valid price list.

5.) Save the record.

Once all associated records have been changed, you can come back and delete the price list successfully next time.

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