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Small and medium business | Business Central, N...
Suggested Answer

Sales Quote - Optional Items & Subtotal

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Posted on by 100

Hi

Are there any best practices available on:

- Adding alternative / optional items in a sales quote:

-> Goal: Showing optional items & their prices in a sales quote to a customer, without adding their price to the sales quote total amount

-> e.g. Sales Quote:

-> Item A - 100 EUR -> This is the main item that we propose, this price should be added to the quote total

-> Item B - 50 EUR -> Alternative / optional item & price that should be mentioned on the quote, but the price should not be included in the quote total

- Subtotals:

-> Goal: Showing a subtotal on a sales document, either within BC or when printing the report

-> e.g. Sales Quote containing 3 items

-> Item A - 1x - 100 EUR

-> Item B - 1x - 75 EUR

=> Can a subtotal be inserted here, so it prints e.g. Subtotal - 175 EUR

-> Item C - 1x - 100 EUR

=> Total - 275 EUR

I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    133 on at

    Extended text from the item if it’s a regular occurrence. If it has to happen each time then use a comment line or the Work Description field.

    If you want them as item lines why not use the line discount but omit it from the document layout so it only shows the total as you need

  • Suggested answer
    DynamiQs Profile Picture
    on at

    Web-capture_5F00_12_2D00_11_2D00_2021_5F00_927_5F00_businesscentral.dynamics.com.jpeg

    Hi,

    This can easily be done using the line discount feature at %100 discount.  I have attached a sample quote for you to see. Notice that only the first two line items prices are reflected in the final quote. 

  • mharrison14 Profile Picture
    5 on at

    Hi, did you happen to find a solution for the "Subtotal" portion of your question?  I'm running into the same scenario and am looking for a way to subtotal only a portion of the items in our quotes.

  • PPE Profile Picture
    100 on at

    Hi, the business need was dropped, so I did not come to a complete solution. I did however start to look into the possibilities and investigated the following approach:

    - A comment  'Subtotal' was created that can be inserted into a document line

    - A function was created that could be started manually on the document

    - This function iterated each document line and started summing the line total amounts

    -> Upon finding a comment line with No = 'Subtotal' the comment was then adjusted with a text e.g. Subtotal 1.000 EUR

    -> Subtotal variable was set back to 0 so the next subtotal started calculating

    This seemed to work and gave me a subtotal that could be printed. However since the need was dropped no further testing was performed.

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