We have agreement with Multiple Partner lets say Partner X Partner Y And Partner Z.
Partner X gets 30% discount on Subscription Product 20% on Services and 10% on Training. ( Pre approved in Agreement)
Now Partner Y gets 40% discount on Subscription Product 30% on Services and 20% on Training.
When I calulate discount in system using list price, it might show discount 70%.
But in actual Partner x has already approved 30% discount .. so any calculated discount should only show 40% Not 70% because 30% is approved and we need to show only additional percentage of discount.
Where can i store all partner name with applicable discount with corresponding product and it gets populated at opprtunity line item to use while calculating discount.
What is best way to resolve this. Suggestion and thoughts are needed.
3 个回答
I guess I didn't understand the question correctly :-)
Are you using "Opportunity Partner" ?
Personally, I didn't like "Opportunity Partner" much - it is not very good for exactly the kind of reason you are asking about. I'm sure you could solve this through Apex (roll up the discount field from the partner to the opportunity, then you can use it in the opportunity line item as I described above), but I decided I didn't like it enough.
My workaround was to a new Account lookup relationship on the Opportunity called "Second Account" - (and I put a filter to say they can only be 'partner accounts'). Then you can write formulas using fields like :
opportunity.second_account__r.pre_approved_discount__c
(This does rely on you only having 0 or 1 partners on a single opportunity - if one deal might have 2 or more partners then you are probably looking at an apex trigger)
