คำตอบ Multiple Price Types

  • 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.


    Any ideas?

ตอบทั้งหมด

  • 17 มิถุนายน 2550 14:17
    ผู้ดูแล
     
     คำตอบ

    There are a few approaches you can take. In order of increasing complexity to implement, but also increasing flexibility:

    1. 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
    2. Add extra entities to the quote or quoteproduct screen, and use javascript code to do your calculations; however, only the system attrbiutes will be summed across products to make a total for the quote
    3. Ditch the product entity, and use custom entities; this may be an option if the in-built product functionality is causing too many problems
    4. 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