Display Total Effective Discount from List Price for Line Items on Opportunity and Quote
Overview
This free Flexpricer® Labs Extension displays the sum of List Price from all Opportunity Line Items on an Opportunity, the sum of List Price from all Quote Line Items on a Quote and the percentage difference between these values and the amount of the Opportunity or Quote. The effect of this is that users are able to see the total discount made from list price on any given Opportunity or Quote. The extension package is UNMANAGED, which means you can edit and change the components as you need – so you can adjust the number of decimal places to a number that best fits for your company.
- Supports Professional Edition and above
- 9 Custom Fields
- 1 Process Builder Process
Important Considerations
- Installing this package will not make any changes to your page layouts. You’ll need to update layouts to include the fields.
- We recommend installing for ADMIN USERS as a permission set is included in this package.
- Discounts on the Quote object will only display correctly where Line Items have been edited AFTER the package has been installed and the Process called ‘FLE 18 Quote Line Item’ has been activated.
Installation and Usage
You can install this free, unmanaged extension using the link below.
- Production Install Link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8d0000001e2f
- Sandbox Install Link: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8d0000001e2f
Post-Installation Steps
- You must activate the Process Builder Process called ‘FLE 18 Quote Line Item’ if you wish to use this extension’s functionality on the Quote object
Custom Fields on Opportunity Product
- Total List Price
Custom Fields on Opportunity
- Total Discount %
- Total List Price
- Total Discount Amount
Custom Fields on Quote Line Item
- List Price
- Total List Price
Custom Fields on Quote
- Total Discount %
- Total List Price
- Total Discount Amount
Process Builder Process
- FLE 18 Quote Line Item
- Populates the custom List Price on on Quote Line Item with List Price from associated PricebookEntry.
- Flow is required as salesforce does not permit (as of API version 56.0) the standard ListPrice field in a formula field on Quote Line Item.