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AdamH (Updated) Custom discount for QuoteLineItem per account
Updated:
Hi all,
I'm trying to add a custom field to my QuoteLineItem object that will look up a discount value in a custom object (Discounts) per discount code and per product category. My Discounts object is like this:
Discount Code, Product Category, Discount Percent
AB01, CAT, 30
AB01, EPI, 20
AB02, CAT, 15
AB02, EPI, 25
etc......
My Accounts object has a custom field 'Discount Code' that matches the 'Discount Code' value in my Discounts object. So, account 'Acme Inc' may have a Dicount Code = 'AB01'.
My Products object has a custom field 'Product Category' that matches one of the Prodcut Category field values. So Product A could have a Product Category = 'EPI'.
What I want to do is create a custom field in QuoteLineItem that will return the Discount Percent for matching Discount Code > Product Category for the account that's being quoted.
This is probably simple, I'm just a noob.
Thanks in advance.
It's a complicated lookup to determine the tier. You'd have to write apex code to perform the logic.
-Steven
All Answers
Bueller.........Bueller............
It's a complicated lookup to determine the tier. You'd have to write apex code to perform the logic.
-Steven
Yep, believe I've finally come to that conclusion. Thanks for the advice Steven.