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Customer experience | Sales, Customer Insights,...
Answered

Manual Type of Unit Price on a Quote line

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Posted on by 25

Hi Guys,

there is any possibility to let the user change the Price per Unit on the quote line for products already on the system (not write-in products where it is already allowed)? Now it looks like that at any security level it is looked.

I need to unlock it:

Screen-Shot-2020_2D00_01_2D00_23-at-8.20.44-AM.png

Thank you

F

I have the same question (0)
  • Verified answer
    ashish12 Profile Picture
    3,079 on at

    Hi,

    If pricing field is use default. System will lock the field for all users. Its not a Field level security field.

    If you change Pricing to override then, you can change price per unit.

    Thanks

  • Fede_Ocean Profile Picture
    25 on at

    Thank you. It was my fault, I didn't check the option to unlock the price.

    Sorry and thank you again

  • Fede_Ocean Profile Picture
    25 on at

    Hi guys,

    thank you but so far it is not what I am looking for. I have to deal with custom products (that my change description on each quote) and different kind of discounts that needs to do line by line. Sometime during quote revision we need to change the amounts of the discount and we need something that would be easy to work on. Setting up at prior a specific discount will not work.

    I need as it is in BC per each line a specific discount and the automatic calculation of taxes. It is very weird that this software which is made by the same software house as is BC made doesn't do it. Any other CRM (Salesforce for instance) does it.

    It is something that an engineer can set-up?

    Thank you 

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