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Sales Quote: Customization of pricing calculation

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Posted on by Jacob Klein

27

Hello,

I have a question regarding the System Pricing Calculation. Currently, the system recalculates the unit price * quantity = resulting total amount price. My organization's need is to add a multiplier for the number of months so the calculation looks like this:

Unit Price * Quantity * Months = Detailed Amount - Discount (%) = Total Amount

I couldn't find a solution to customize the System Pricing Calculation, so my question is if it's doable to manage it. Or the only solution is to create custom business rules/calculating fields?

Thanks in advance for your help.

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Quotes / Orders / Invoices

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Jacob Klein 27 on at

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RE: Sales Quote: Customization of pricing calculation

Hi Leah,

Thanks for your message. It fully answers my questions.
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Leah Ju Microsoft Employee on at

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RE: Sales Quote: Customization of pricing calculation

Hi Jacob,

Yes.

You can't customize the System Pricing Calculation, and you can disable the system pricing on the system settings (Sales tab).

For the total amount, there is no OOTB way to directly edit this field or no UI to directly add custom calculations to it. The only way to edit it is to customize it by code.

If your main purpose is to have a field to display the results based on your own calculations, there are some other options: calculated field or plugin

Refer to the following links to design your custom pricing Calculation:

https://www.youtube.com/watch?v=S0saLc50P1k

https://learn.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/dn817877(v=crm.8)?redirectedfrom=MSDN

https://crmchap.co.uk/implementing-a-custom-pricing-engine-within-dynamics-365-customer-engagement/

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