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BrittanyBrittany 

Round Total Price on a Quote Line Item to the nearest dollar

Hi all,

 

I hope someone can help me out, I am new to quoting in SFDC. I am trying to figure out how to manipulate the Total Price field on a Quote Line Item to round to the nearest dollar. Right now I am under the assumption that quoting works in this way. 

 

If the Sales Rep is going to discount the product then the Sales Price = the List Price and the sales rep puts in the discount so that the Total Price = the "actual price" that the sale rep actually sold the product for. 

If the Sales Rep sells the product at a premium then the Sales Price = the "actual price" and no discount is applied.

 

So for example

 

Product A List Price = $15,000

John the Salesman sold Product A for $12,500

John creates a quote in SFDC with the necessary fields filled in :

      List Price = $15,000;

      Sales Price = $15,000;

      Discount approx. 16.67%;

      Total Price = $12,499.50.

 

Now my question is there a way to round the Total Price to the nearest dollar or is there a way to manipulate the quoting feature so that it works the way I want it to work or I am misunderstood on how quoting actually works?

 

Thanks!!!

 

 

Steve :-/Steve :-/

Which edition of SFDC are you using?

BrittanyBrittany

Enterprise

RupaliJRupaliJ
Hi Brittany,

Did you get any work around for this? I am also facing the same issue.

Thanks.