I am trying to write a validation rule for the Discount field on Opportunity Products so that depending on the Users Profile they are only able to discount up to a certain percentage.
Sales Reps can't discount more than 5%
Managers can't discount more than 15%
System Adminstrator and Executives can discount without any restrictions.
This is all I have right now:
AND (
$Profile.Name <> "System Adminstrator", Discount > 0.05)
I would really appreciate the help as I am TERRIBLE at writing formulas [-_____-]
Thanks!
3 risposte
Here is validation rule
AND(
OR(ISCHANGED(Discount),
ISNEW()
),
OR(
AND($Profile.Name = "Sales Rep", Discount > 0.05),
AND($Profile.Name = "Manager", Discount > 0.15)
)
)
Please use correct profile name
