Is there a way (workflow/Script) to set the rate a...
# general
j
Is there a way (workflow/Script) to set the rate amount, of a discount line item on a sales order, from a custom field that is on the same form?
k
This could be scripted - but why?
j
We sell golf cars, and when someone is trading in we create an opportunity. Once thats completed we add the OPP# on the sales over and it brings over all of the information including the Offer $ amount we gave to the customer. Currently the discount is auto generated as a line item, but I cant figure out how to set the price to the "Offer to customer" field
We use Verenia so the team doesnt do much adding of line items themselves. Trying to automate it if at all possible
k
This is probably a bit more than can be solved for over a couple of messages - it sounds like you've got something in play already that would need to be tweaked
j
No worries. I have a workflow to add the discount line item if the Offer to customer has a value. Its just the rate field on the discount line I can seem to figure out
a
You cannot set the rate field in a workflow you can only set the amount Can you use the amount instead of rate?
j
Yes I should be able to use amount instead of rate
That did it! Thanks
a
👍