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Customer experience | Sales, Customer Insights,...
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how to import the cost of a product into a quote product?

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Posted on by 155

Please Team, How do I get the cost of a product into a quote product so that I can calculate the marginal product item margins? Thank you. P

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  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi Patrick,

    Since the relationship between Product and Quote line is N:1, we can use the calculated field to show the Product field value on the Quote line form.

    In my environment, there is a field 'Current Cost'. I would like to display this field value in the Quote line form.

    pastedimage1575613309356v4.png

    In the Quote line entity, create a calculated field, set its Action to productid.currentcost.

    pastedimage1575613504362v5.png    pastedimage1575613564177v6.png

    Add this calculated field to the Quote line form.

    Go to Quote, add a Quote line. When I select the product and save it, the calculated field on the Quote line form will diaplay the value of field 'Current Cost'.

    pastedimage1575613868318v7.png

    In this case, Quote line gets the value of the cost filed value of the Product.

    In addtion, you could create another field of Quote line entity and use business rule to automatically calculate the total cost of multiple Quantity.

    Please refer to this theme for details:

    https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/370224/add-custom-field-to-quote

  • Patrick Mandengue Profile Picture
    155 on at

    Works perfect. Thanks. Patrick

  • Suggested answer
    ashish12 Profile Picture
    3,079 on at

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