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Blake Carrera 4 Prorate Opportunity Line Item
We have a requirement to prorate the cost of a quote depending on the term of days (a custom field based on the difference between Start Date and End Date on the opportunity). Normally, this seems easy with CPQ but we don't have that.
I've tried a workflow that calculates this perfectly:
(UnitPrice/365) * Opportunity.Term_In_Days__c
What we need from here is a way to restrict this by a field called License Type. I've tried to use a condition that the workflow rule shouldn't fire depending on the License Type, but that doesn't seem to be preventing the calculation. Does anyone have any ideas?
I've tried a workflow that calculates this perfectly:
(UnitPrice/365) * Opportunity.Term_In_Days__c
What we need from here is a way to restrict this by a field called License Type. I've tried to use a condition that the workflow rule shouldn't fire depending on the License Type, but that doesn't seem to be preventing the calculation. Does anyone have any ideas?
You cannot use 'License Type' as field is not available under user object list in below user details.
https://developer.salesforce.com/docs/atlas.en-us.sfFieldRef.meta/sfFieldRef/salesforce_field_reference_User.htm
Can you try below.
(Owner.UserType , 'Standard')
https://success.salesforce.com/answers?id=9063A000000pKhVQAU
https://developer.salesforce.com/forums/?id=906F0000000g0jjIAA
Hope above information was helpful.
Please mark as Best Answer so that it can help others in the future.
Thanks,
Vinay Kumar
I'm not certain what you're referring to here.
When I say license type, I mean a custom field on the Opportunity Product called License Type.
You can include NOT condition in workflow criteria.
NOT(ISPICKVAL(Licensetype__c, 'Premier'))
Workflow will not execute if Licensetype = Premier.
Hope above information will help.
Thanks,
Vinay Kumar