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Microsoft Dynamics CRM (Archived)

A Quote

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Posted on by

Hello Everyone:

We are now making Quotes without using Opportunities.

When we create a Quote and we're adding a Product is there away to add a Quantity and a Discount without going to Quote Product form.

Also is there away to add a Manual Discount within the Quote Product Form

and is there away change the data field for a Decimal Number to a Number

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  • Suggested answer
    Aileen Gusni Profile Picture
    44,524 on at
    RE: A Quote

    Hi Damon,

    Basically there are three discounts in Quote.

    1. Quote Product volume discount

    this discount is filled in the Quote Product, it is based on certain quantity you set it in the Discount list of price list, no manual way.

    2. Quote product manual discount

    This discount is alternative let's say the customer/prospect doesn't have minimum qty to get discount but your sales is very kind to give additional 50 cashback, then you can use manual discount.

    You can manually input or creating other (additional) fields to store break-down discount and add up together put in the manual discount programmatically.

    This discount will reflect the Quote total line item directly.

    3. Quote discount

    There are two types: Value and %

    While in the each individual product you have defined each discount, you feel not enough you want to add lump sum discount, you can do it by adding additional discount.

    So the discounts have different purposes/objectives.

    Is there anyway without going one by one Quote Product form?

    I'd say no, because you cannot modify the inline editable subgrid if the field is not there by default. So, you have to double click, going on it one by one.

    But, as far I know, the volume discount will be automatically calculated as long as meet the minimum requirement unit and qty right?

    Also is there away to add a Manual Discount within the Quote Product Form

    -> Manual discount is in Quote Product, or can you help to elaborate more.

    and is there away change the data field for a Decimal Number to a Number

    -> There is no supported way to change CRM data type of field.

    But, you can eliminate the 0.

    By go to the Field Properties

    Go to the Customization -> Entities -> Choose the entities -> Fields -> Choose the decimal field and make sure you make it to 0 to avoid any number behind dot.

    And you can also control the Quantity to make it as whole unit only.

    And also you can control the Pricing to make it rounded always.

    Hope this helps.

    Thanks.

  • Community Member Profile Picture
    on at
    RE: A Quote

    Thanks Aileen:

    -Manual discount is in Quote Product, or can you help to elaborate more.

      Yes

        The User can not add an amount in this field. I figure it's coming from the Manual Discount field (ie like the Opportunity Product)

  • Aileen Gusni Profile Picture
    44,524 on at
    RE: A Quote

    Damon,

    Manual discount in the Quote is the total from each discount of each Quote Product.

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