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Josh Didier (CEG) ha fatto una domanda in #Data Management
We're going to experience some material increases in our industry and we're looking to add in a surchage percentage at the end of our quotes.

 

Something similar to this (https://trailblazers.salesforce.com/answers?id=90630000000DNSXAA4) but something that will add X% to the subtotal then calculate into the grand total.

 

 
1 risposta
  1. 26 feb 2021, 07:02
    Using standard quotes, this will be difficult. The only way I can think of to do it properly is to add another line item to the quote with the surcharge, which has to be updated each time any other item changes, but never repeated.

     

    Doing this in a flow will encounter an issue when inserting multiple items into the quote in one transaction, which will regularly happen whenever you create one from an opportunity. Therefore, I'd say Apex is the right tool to use for this. 

     

    Basically, the idea is that any time the quote value changes, you'd get all the non-surcharge rows and tally their value. Then, if a surcharge row exists, update it with the new value based on a percentage of all other items. Otherwise, create a new one. The surcharge would then roll up to the quote value as all regular items do. 
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