Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

How to add fixed discount to a Quote Product that does not relate to the product quantity

Posted on by 162

Hi everyone, 

is there a way to build a Flow that pretty much goes like: "If the price list of the quote is XYZ update the discount field of the product line item to ABC" ?

I started my flow like this but I am stuck getting the condition for the quote price list. 

pastedimage1623052523930v1.png

Reason for this requirement is, that we have certain customers that we created a specific price list for and on top of these special prices they get another fixed discount and it needs to be shown in the discount field of the quote product. 

Any ideas?? 

Many thanks in advance! 

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to add fixed discount to a Quote Product that does not relate to the product quantity

    Hi yvka12,

    So you want to get quote price list value as condition when create/update quote products, right?

    And price list is one lookup field in the quote entity.

    pastedimage1623140082792v8.png

    If so, you need add one step ‘Get a row by id’ step to get quote record’s information before condition step.

    1.Trigger and  â€˜Get a row by id’ step.

    pastedimage1623137905377v1.png

    2.Then you can get price list value of quote from the â€˜Get a row by id’ step, just like following screenshot:

    pastedimage1623139823979v5.png

    But it outputs the guid of the price list, what you need is display name of the price list lookup field.

    pastedimage1623140019323v7.png

    3.If so, you need use following expression: 

    outputs('Get_a_row_by_ID')?['body/_pricelevelid_value@OData.Community.Display.V1.FormattedValue']
    pastedimage1623139442370v2.png
    pastedimage1623139549221v3.png
    4.Now, you can use outputs as condition.
    pastedimage1623139969962v6.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans