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Hello,
I have a need to calculate an Order Product GP value, ie Total sell - Total Cost. I can get the Total sell, based on the Quantity and Sell price because they are available on the Order Product Form. But I am struggling to get the currant cost of the product from Existing Product record. Any help? We are using CRM 2016 online.
Please help.
Thanks
Lana
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Thanks Prashant, but I also need to be able to use this filed in teh calculation, not display only.
Hi Lana,
You can add a quick create from to show 'current cost' of Products on 'Order product'
Go to settings>>customize the system>>customization>>Expand Entity>>Scroll down to Sales contract line>>Form editor>>Insert Quick View form>>Lookup for Existing Product>>Add current cost on the form
Save and Publsih
Thanks :-) It looks like cannot be done by customisation alone. I am not a developer and we will need to get someone else to write the code.
Lana,
Kiss only who you want to :)
I missed that point that Order Product can't be updated with Workflow, my mistake. Then you have a choice to go with custom workflow activity to use in a workflow or develop plugin that will handle create/update of product and populate required field.
Thanks Drew, I might be kissing something, but I cannot update the Order Product values using the workflow, only the Order.
Thanks Andrii, but I cannot update Order Product record using the workflow. I can only update the Order record. Thanks
Hi Lana,
Overall you will want to decide here if you want to utilize the cost of the product at the time it was "sold" or if you are looking at the current cost of the product. I would expect you would want the cost of the product when it was sold on the order so you will want to utilize a workflow to set this value on the order product entity to the item.
This should be a very straight forward workflow to write. You will want to be background for performance unless you need to see it right away on the order.
Note - if you do this it will copy one time and if you change the product's standard cost it will not change on the order product. You may want to pull initially when order product is created and then also do on status change of the order product as well to get the updated cost when the order is fulfilled.
Hope this helps!
Thanks,
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