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My company's price list includes discounting based on total order size (10% off orders over $10k, 15% off orders over $25k, etc.).  How do I calculate and apply this discount to the opportunity Amount when using Products and price lists?

 

Product pricing and quantity update the amount field, but I'd prefer if they updated a Gross Amount field, then create a custom formula field for the discount and subtract the two to get the final total in the Amount field.  Can I do that?  Is there a better way to get the same result?
1 个回答
  1. 2013年6月5日 20:42
    Once you use products the total of all products adds up to the Opportunity Amount field. So you will need to do the discounts at the product level.

     

    A few options here...

     

    • Use Quotes, as there is a % discount field there.

    • APEX that has all your business rules and applies the discount to each product.

    • Use a prebuilt AppExchange product. Some of these are extremely detailed and you can do a lot of advanced things without having to know APEX.

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