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Andreas GerogiannisAndreas Gerogiannis 

Need to discount entire quote, not just by line item

Hi all!

 

We are setting up quotes but we need to be able to select discount % for an entire quote.  Currently we have to create a discount for every line item, but that is cumbersome and we'd really like to be able to just select it once for the whole quote.

 

So, is there a way to set up a field in the Quote page from which you can select a discount % and it will automatically apply that discount to the quote grand total?  I presume it's a simple formula, but I'm not a developer and you guys are all geniuses!

 

Thanks!

Best Answer chosen by Admin (Salesforce Developers) 
Vinita_SFDCVinita_SFDC

Hello,

 

Create two custom fields, for example:

 

Field1: Discount1 (data type: percentage)

 

Field2: GrandTotalNew of Furmula datatype with return type Currency.

 

Now in GrandTotalNew provide the formula for calculation by refering the field Discount1. Finally place these two fields in layout and hide the standard fields Discount and Grand totals from pagelayout.

 

Let me know if i am misunderstanding your requirement.

All Answers

Vinita_SFDCVinita_SFDC

Hello,

 

Create two custom fields, for example:

 

Field1: Discount1 (data type: percentage)

 

Field2: GrandTotalNew of Furmula datatype with return type Currency.

 

Now in GrandTotalNew provide the formula for calculation by refering the field Discount1. Finally place these two fields in layout and hide the standard fields Discount and Grand totals from pagelayout.

 

Let me know if i am misunderstanding your requirement.

This was selected as the best answer
Andreas GerogiannisAndreas Gerogiannis

That seems to have worked!  I knew it had to be easier than I was making it.  THANK YOU!!