SALES HUB - QUOTE/OPPORTUNITY line - discount % and Sales taxes

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Posted on by Fede_Ocean

Hi Guys,

I am checking in if with Sales Hub interface there is the possibility to have a % of discount per each line of a quote/opportunity and if there is (as it is in business central) the possibility to check line by line if an item is taxable or not (not type manually the tax amount per each line - which is annoying because if you change the amount of a product or change the amount you need to calculate manually the sales tax);

Thank you

Fede

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Quotes / Orders / Invoices

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LuHao 40,860 on at

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RE: SALES HUB - QUOTE/OPPORTUNITY line - discount % and Sales taxes

Hi Fede,

Please don't forget to click Yes under Did this answer your question? to close this thread.

Thanks. :)
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LuHao 40,860 on at

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RE: SALES HUB - QUOTE/OPPORTUNITY line - discount % and Sales taxes

Hi Fede,

Please refer to these blogs for Tax and Discounts on Quotes / Orders in Dynamics 365

https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/posts/tax-and-discounts-quotes-orders-in-dynamics-365-part-1-of-3

https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/posts/tax-and-discounts-on-quotes-orders-in-dynamics-365-part-2-of-3

https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/posts/tax-and-discounts-on-quotes-orders-in-dynamics-365-part-3-of-3

https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/posts/automatically-apply-discounts-to-quotes-and-orders-in-dynamics-365

1. if there is the possibility to have a % of discount per each line of a quote/opportunity

Yes, we will create Discount Lists.

Please refer to https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/set-up-discount-list

We can set different discount percentages for different quantity intervals, and apply the Discount List to the Price List Item, so that we can achieve a percentage discount for each row.

2. if there is the possibility to check line by line if an item is taxable or not

Unfortunately, Sales does not have OOTB function to automatically calculate Tax. We need to develop Javascript or plugin to achieve it.

The Product entity has an OOTB field "Taxable".

We can display it on the Quote Line form through Quick View Form or calculated fields or Javascript.

When using Javascript or calculating fields, we need to first create a Two option field for the Quote Line to represent "Taxable", which is not needed with the Quick View Form.

Javascript can be triggered when "Existing Product" is changed, and Quick View Form and calculated fields are only triggered when the form is saved.

In addition, create a custom field "Base Tax Rate" for the Product entity and display it on the Quote Line form, just like "Taxable".

Create a Javascript onChange event for the Quote Line field "Quantity", and automatically update the field "Tax" according to the "Quantity" and "Base Tax Rate".

In this way, we can automatically calculate the tax for each line based on the Quantity of product.