17 มิถุนายน 2550 10:43
I've been customizing a new install of MSCRM 3.0 and have been trying to work out a couple of pricing issues. We sell products which have a setup fee and an ongoing monthly fee. We do sell contracts so start dates and end dates are taken care of, but what I can't work out is how to make up a quote screen which totals the setup costs and the monthly costs seperately.
17 มิถุนายน 2550 14:17ผู้ดูแล
There are a few approaches you can take. In order of increasing complexity to implement, but also increasing flexibility:
- Separate the setup fee and the monthly fee into separate products. This may be OK for you, but isn't particularly user-friendly as they'd have to enter 2 separate products
- Ditch the product entity, and use custom entities; this may be an option if the in-built product functionality is causing too many problems
- Go back to option 1, but include callout code to minimise user input by, say, creating the monthly fee product automatically when the quoteproduct for the setup fee is created