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I have a requirement to modify the opportunity product amount calculation slightly. Per the image below we have added markup options as amount and percentage. The business is an industrial equipment supplier who sometimes use contractors for installation, and they want to record the original quote value and the marked-up sale price. However, they don't want the sales admin people worrying about calculating it all, so when they create the opportunity they just add the actual contractor quote price and a %. That should then calculate the markup and add it to the total.
So: Contractor quotes £1,000, markup is 10%, markup amount = £100 and the calculated total amount would be £1,100. Theoretically they could do this for quantities greater than 1, but it's unlikely.
Can anyone tell me how I can get into that calculation to add the markup element? I am assuming a business rule to calculate the Markup Amount as (Markup % * Price per Unit), but how do I then drop that onto the 'Amount' calculation.
Is Amount = Quantity * Markup Amount?
These three fields are the highlighted fields in the screenshot.
Did you create those fields yourself?
My question is not "what is the formula" so much as "where is the current calculation of Amount?" I have created a Business Rule that uses the formula, but it gets ignored and replaced by the default calculation which ignores my custom fields.
This is the expected behavior. The formula for calculating fields 'Amount' and 'Extended Amount' cannot be changed.
Amount = (Price Per Unit - Volume Discount) * Quantity, which is built-in logic, cannot be overridden.
Amount = (Price Per Unit - Volume Discount) * Quantity
Even if you modify the value of the 'Amount' through the business rule, when you save Opportunity Product, the 'Amount' is automatically updated according to the built-in logic, and ultimately your changes to the 'Amount' are invalid.
So we can only modify the 'Price Per Unit' value or set its 'Discount List' for the 'Price List Item' so that the Amount automatically changes according to Price Per Unit or Volume Discount.
That is, when creating 'Price List Items' for a product, select the appropriate 'Discount List', which will give a value to the 'Volume Discount' in Opportunity Product.
Alternatively, you can change the value for 'Price Per Unit' through a business rule. This affects the value of Amount.
Thank you. That's not the answer I was hoping for but it is the solution to the problem. So in fact rather than putting the cost price in Price per Unit and marking it up, I need to put a separate 'Cost Price' field, then mark that up into the Price per Unit for the Amount calculation.
Thanks for clarifying my thinking!
Hi Nick, I am also facing similar issue with same requirements, can you help me in understanding how did you solved it? I want the Standard cost from the Product master and then add markup on the quote instead of using Price lists
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