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Can CRM automatically calculate the margin?
Can CRM automatically calculate the margin?
- Hi,
When the opportunity is set to system calculated it generates the revenue amount but not the margin.
I have created a product with price lists, applied volume discounts and added the price list field into the opportunity form.
How do I make CRM generate the margin amount based on a percentage of the revenue amount?
Please advise.
Regards,
Callum
Answers
- Hi Callum,
This can be done, but is nto out of the box. If your margin is always a fixed percentage of the revenue, then a simple one or two line javascript could be used to accomplish this.
If your margin varies by product, and you are adding multiple products to your opportunities, then you need a more sophisticated javascript -- a soap xml call in javascript to fetch the margin per product then keep a sum).
Alex Fagundes - www.PowerObjects.com- Proposed As Answer byAlex Fagundes - PowerObjects Thursday, October 15, 2009 12:10 AM
- Marked As Answer byCRM OnlineMSFT, OwnerFriday, October 23, 2009 7:55 PM
All Replies
- Hi Callum,
This can be done, but is nto out of the box. If your margin is always a fixed percentage of the revenue, then a simple one or two line javascript could be used to accomplish this.
If your margin varies by product, and you are adding multiple products to your opportunities, then you need a more sophisticated javascript -- a soap xml call in javascript to fetch the margin per product then keep a sum).
Alex Fagundes - www.PowerObjects.com- Proposed As Answer byAlex Fagundes - PowerObjects Thursday, October 15, 2009 12:10 AM
- Marked As Answer byCRM OnlineMSFT, OwnerFriday, October 23, 2009 7:55 PM
