We are going to be updating our discount schedules so that there is an increase of $5.
For Example:
- QTY 0-5: Discount will change from $65 to $60
- QTY 5-13: Discount will change from $89 to $84
- QTY 13-25: Discount will change from $104 to $99
- QTY 25 - 100: Discount will change from $119 to $114
- QTY 100+: Discount will change from $134 to $129
What we need: Is there any way that we can mass update all quotes with the new discount schedules? If not, is there a way that we can have the Closed Won Process Approval Process check that the pricing is the latest?
7 respostas
Again, there are many risks with this approach and considerations to keep in mind. I do not recommend mass updating quotes without a thorough examination of those risks and considerations, which is not possible via this Chatter thread. There are simply too many unknowns.