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Dynamics 365 general forum

Show Total Discount Amount on quotes

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temp2.JPG

Hi All

I gave 1 rial Discount per quantity. it's correctly calculated on Extended Amount.

But as you see in the Screenshot,

1. I would see the Sum of Discount in "Total Discount Amount" filed (in this example its must be 2 rial instated of 1 rial)

2. I would see the Sum Sales without Discount Calculated in "Detail Amount without Discount" field automatically.

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  • StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: Show Total Discount Amount on quotes

    Hi,

    Here is more information how these fields are calculated:

    www.magnetismsolutions.com/.../system-pricing-calculations-for-quotes-and-orders-in-dynamics-365

  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at
    RE: Show Total Discount Amount on quotes

    Hi partner,

    The "Total price" I am talking about is a hypothetical field, proposed for the sake of example.

    You can set the calculation formula according to your own business logic follow the steps in the articles.

    Best Regards,

    Leo

  • RE: Show Total Discount Amount on quotes

    thanks for your reply

    I haven't any filed about "Total price" in Roll up

    temp1.JPG

  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at
    RE: Show Total Discount Amount on quotes

    Hi partner,

    You could use Roll-up field and calculate field to get the values automatically.

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/define-rollup-fields

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/define-calculated-fields

    You could custom calculation formula about these two fields. 

    For example (Assuming):

    Total Discount Amount = Total price - price after discount

    Then you could go to the field properties and edit the calculate logic.

    In addition, if the OOB feature could not achieve your requirement, you could also use custom plug-ins.

    Here is a sample.

     

     

    Hope it helps.

    Best Regards,

    Leo

     

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