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I want to create a field in invoice product that when I choose the specific product for existing product then make a calculate discount in the record and after that sum the discount of items in invoice record. Please tell how can I do this?
For example I have 2 product groups blanket and matters when I select blanket group items make 10% discount and when choose matters make 15% discount, after that sum discount amount in invoice record that I can print it.
On rows level you can use standard calculate field, like this.
On invoice level, you can use standard rollup field.
But rollup calculation starts rarely. If you want realtime calculation, you need to create calculation in plugin, when row created or changed
Then you can use this feilds in word template or reporting service.
I can't follow where is the row level, please tell me more about this field. And about the realtime calculation, is it possible for you to make an example?
Thanks a lot
As you described, you have a product items in the invoice, right? This is you rows(items). On rows(items) level you create currency type Discount calculated field to calculate discount of each row.
Then you need to summarize discounts on invoice(header) level, right? So you need to create currency type field with rollup calculation in invoice.
About realtime calculation. Invoice(header, summary) level, rollup field calculation starts by schedule. You can change schedule, but anyway it will not be realtime calculation
To have realtime calculation, you need to write a plugin on c#
I have an another problem, I want to change the criteria of discount for some customer. In this status what should I do?
Yes I want to webresource but I don't know which function does work. Please tell if it is possible for you.
As I see your process, you need to trigger calculation when you save product row.
Each time you save the product line, you need to retrive list of all Invoice rows with fetch
Then calculate row discount and Invoice total discount+current row.
I use Dynamics 365 premise, does it work with this? I think the links work with online version, right?
Try this for premise verion
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