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netopsfadminnetopsfadmin 

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?

James CarboneJames Carbone

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