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Customer experience | Sales, Customer Insights,...
Suggested Answer

Amount and Extended Amount not populated after cloning Quote Products

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Posted on by 1,328

I'm using an N52 formula to clone the Quote and Quote Products. Everything works fine except the Amount and Extended Amount fields do not populate or get copied on the Quote Product. 

Any help is appreciated.

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I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    What do you mean by N52 formula?

  • Inogic Profile Picture
    703 on at

    Hi,

    We have an application ‘Click2Clone’  (which is a Microsoft preferred app) which helps you to clone Quote Products along with its pricing. Some of the key features of Click2Clone are as follows –

    • Multiple Cloning of records
    • Bulk Cloning
    • Copy from one entity to another entity record
    • Create Child Templates and clone
    • Get Records and many more.

    To further help you evaluate our solution kindly refer our docs.

     

    As per your business case, Pricing( i.e. Amount & Extended Amount) on Quote product will be calculated if the Product of Quote Product is listed as Price List Item of the Price List that is associated to the Quote.

     

    Let say Quote consist of price list ‘US Cost Rate’. So if you are cloning a Quote Product with Product ‘TV’ then the Product ‘TV’ should be listed in ‘US Cost Rate’ price list as price list item.

     

    Hope this helps.

     

    Thanks!

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