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I have a use case where the technician would like to apply a discount to all work order products before billing the customer. I see that there is an option to discount individual work order products but this doesn't work for us because our Work Orders contain many work order products. I also don't want to use entitlements here since this would apply to a single work order and there may be more for the same client that we do not want discounted.
Right now, I'm using aggregation in a SSIS report to get totals for work order products and services. I could add another field on the work order for a discount percentage on all work order products and display that in our quote using FetchXML but that would not propagate the discount to the system fields for total and estimated total.
Ideas on a clean way to implement this are appreciated
You could use a PowerAutomate to do this OR you can have a price list with the percentages off for all the products. Are you looking to discount all a certain percentage?
You can apply Entitlements also only to a certain Incident Type or Customer Asset or Asset Category or certain Products/Services. However you would have to create at least one Entitlement per Billing Account.
Would you not just add a discount price list directly on the work order? Then this will propergate down to all the products and services?
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