Tying to add a Quote Line Item Validation Rule to refer back to a field value on the associated Account

Question

Hi,

My current Quote Line Item Validation Rule is to not allow discounts on products that have a custom field of "No Discount" checked.

The rule looks is currently:

AND ( Product2.No_Discount__c = TRUE, Discount >0 )

What I'd like to do is extend this rule to respect the Account Type.

Something like

AND ( Product2.No_Discount__c = TRUE, Discount >0, Account.Type <> "Reseller" )

When I click the [Check Syntax] button, I get "Error: Field Account does not exist. Check spelling."

How can I extend my Quote Line Item Validation Rule to check the Account Type value?

Thanks in advance

James Garfield · Accepted Answer

Hey Phil,

Try adding this to your rule:

AND ( Product2.No_Discount__c = TRUE, Discount >0,NOT(ISPICKVAL(Quote.Opportunity.Account.Type, "Reseller")))

That should do it if I am using the proper path.

Give it a shot and let us know!

Best of luck!

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