Quote Products: Discount in % and mapping to Manual Discount Field

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Posted on by yvka123

Hi everyone,

I am facing the following situation: when adding a product to a quote, I need a field for discount in percent. So I created a custom field with a calculation (claculated discount = discount in % * amount). This all works fine and I am happy with it. My issue now is, how to get the calculated discount field into the system calculation. My idea was to simply create a workflow to fill the field manual discount with the value of calculated discount. But for some reason I can't chose the entity Quote Products when trying to add the step. Is there any other (simple) way to achieve this?

I hope I explained it cleary. Can anyone help me with this issue?

Thanks a lot in advance.

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yvka123 17 on at

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RE: Quote Products: Discount in % and mapping to Manual Discount Field

Thank you so much! Works perfectly the way I need it!
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LuHao 40,884 on at

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RE: Quote Products: Discount in % and mapping to Manual Discount Field

Hi partner,

I would recommend you create a simple filed to represent percentage, and use business rule to calculate the manual discount field.

The disadvantage of using calculated field is that calculated field can only be updated when the record is saved. So when the Quote Line record is saved for the first time, the calculated field is updated, and the manual discount field is also updated. At this time, we need to save the record a second time to get the correct Extended Amount.

1. Create a floating point number field for Quote Line entity. Minimum Value is 0 and Maximum Value is 1.

2. Add this field to Quote Line form, then create a business rule as follow. Select the Scope to Entity.

IF

percentage discount contains data

THEN

Set Manual Discount to Amount * percentage discount

In this way, whenever user enter a percentage decimal, the Manual Discount will be the percentage decimal * Amount.
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Wahaj Rashid 11,321 on at

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RE: Quote Products: Discount in % and mapping to Manual Discount Field

Hi,

I am afraid you cannot do this using Update step of workflow.

Fill Manual Discount field either with Business Rule/JS before saving record.

Or you have to create a custom workflow step (custom code activity) to achieve this.

However, keep in mind that Quote Line entity is being updated by System Processes and you might face dead-lock issues.

Hope this helps.

Wahaj