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ReportI had a customer help request that involves setting a few product items in Microsoft Dynamics CRM to mimic their Account/ERP system's discount line items - where each of these line items yield a negative amount in an Order Product item. The challenge here is that Microsoft CRM Quote/Order/Invoice Product entries will throw an error when the "Price Per unit" is a negative amount:
Here is how to work around this issue - use the "Quantity" and "Manual Discount" fields.
- Setup the "discount" Product items. Here is a good video link on how to set up your product catalog
- From the Quote/Order/Invoice Product form, select the "discount" Product item
- Put in "0" for the "Quantity"
- Enter the amount of discount for the "Manual Discount"
Save and you will see the "Extended Amount" is now a negative value!
You can also automate this using SDK/JavaScript or Workflow to automatically set the "Quantity" to "0' and the "Manual Discount" to the proper value based on the selected "discount" Product item.
Contact us if you need help with your Microsoft CRM. Free Estimate.
Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP
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