How to calculate Quote line item amount based on other line item amounts

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When we sell software licenses we also sell technical support services along with it. Our support is a percentage of the software license list price. What we need to do it add a quote line for support and have the unit price calculate based on the software line items on the quote. What's the best way to achieve this? Example below.

Software License for Widget 1 $2,000
Software License for Widget 2 $1,000
Annual Software Support $600

I want the amount for line 3 to automatically calculate based on 20% of the amounts from lines 1 and 2. (2,000+1,000)*20% = $600.

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RaviKashyap 55,410 Moderator on at

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Hi Maranate,

I don't think there is any straight forward way of auto calculating the line 3 amount. You may need to write some custom code (Plugin, Workflow) which will trigger on create of Quote Product and checks if the line item product is "Annual Software Support " and then retrieves the sum of other line item and perform the calculation and set it as the amount for that line.

If this 'Annual Software Support ' is always auto calculated as 20% of the total of each line Quote line item then you can add add this as a separate field (instead of adding it as line item). You can have this field as calculated [total * 20/100]. You can then also have another custom filed say grand total, again this can be calculated as [Total amount + Annual Software Support].

Something like this-

I hope this help. If my post answer your question, please mark it as helpful/ verified

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Hi Ravi,

Thank you for your answer. I had thought about your suggestion but we also want to push the line items into an accounting system so need to have the line item details. We could figure out a way to achieve that using the total field you suggest, I'll give that some thought. Do you know of a CPQ add-on to Dynamics that might be able to do this?

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RaviKashyap 55,410 Moderator on at

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Hi Maranate,

I an not sure about CPQ but a quick search returned this from Dynamics APP-

appsource.microsoft.com/.../experlogix.a0edac83-bac4-4847-a68f-3301cbe32503

Hope this helps

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