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Customer experience | Sales, Customer Insights,...
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Margin Calculation in Opportunities

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Posted on by 20

I am trying to get a % margin calculation on each opportunity line item.

I have added a new field in the opportunity line entity as a calculated field but can't figure out how to pull in the current cost from the products list in order to do the calculation. 

Is there a way of doing without custom code?

I have the same question (0)
  • Esteban Coto Alfaro Profile Picture
    Microsoft Employee on at

    Hello, I would recommend making a business rule, I attach the link to review the information: docs.microsoft.com/.../create-business-rules-recommendations-apply-logic-form

    The other option would be to do it from JavaScript.

    Thanks!

    Community Support Team - Esteban

    If this Post helps, then please consider Accept as solution to help the other members find it more quickly.

  • Duncan McKenzie Profile Picture
    20 on at

    Thanks for reply, but I am struggling with this. I am creating the business rule in the opportunity line entity and need to access current cost information in the Products list. I can't seem to find  how I do this within a business rule.

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