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netopsfadmin
Adding Standard Price to Quote
I have quoting set up and we have multiple price books but I would like to show the difference from the standard price and the list/sales price on the quote. Is there a way to do this?
Hi,
I don't see an obvious way to do this....not even with an Apex Trigger. But you can try this:
The Opportunity allows you to create two roll-up summary field for Opportunity Line Items. One for the List price and another for the Total Price. Create a third formula field that subtracts the two roll-up fields on the Opportunity.
Next create a formula field on the Quote that pulls the Opportunity formula field.
The problem with this is that every quote will contain the $$$ difference for the active list of opportunity line items.
If you want the quote to contain the difference at the time of quote creation, then you could set up a workflow action. When the quote is created set an action to populate the quote using your calculation from the opportunity roll-up fields.
-Jim