Margin Calculation in Opportunities

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Posted on by Duncan McKenzie

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?

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Duncan McKenzie 20 on at

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RE: Margin Calculation in Opportunities

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.
Esteban Coto Alfaro on at

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RE: Margin Calculation in Opportunities

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

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