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Leo Carcamo
Opportunity Discount field
Hi - I need help pushing a field.
I'm trying to push the discount field from my Opportunity Product into a Quote and the Quote line item. I have tried using workflow rules with field updates and it doesn't seem to be working. Any ideas how I can accomplish this?
Thanks!!!
I'm trying to push the discount field from my Opportunity Product into a Quote and the Quote line item. I have tried using workflow rules with field updates and it doesn't seem to be working. Any ideas how I can accomplish this?
Thanks!!!
All Answers
Hope this helps !!
Hi Phil,
I thought the same as you when I tested but my test failed so I want to see where our test is different. I'll walk you through what I did and maybe you can tell me what you did.
Using the out of the box standard objects this is what I see on my Opportunity object.
According to my page layout I should be seeing this. (notice the discount field is missing above and I'm not sure why)
Also, according to my Multi-line layout of the Opportunity Product I should see this.
However I see this when entering a new product to the Opp. (no discount field here either) =(
What I do see that works nicely is that after you create a quote based on the info from the opportunity product I can add the discount to the quote line item that syncs it directly to the quote.
However what I want the system to do for me is to let me add a discount when I enter a new opportunity product and then when I hit create quote I want the discount to update automatically. Please let me know if you were able to accomplish this and how you did it. Thanks so much =).
-Leo