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Quantity discounts over multiple line items RRS feed

  • Question

  • Hello,

    I am using an on-site deployment of Dynamics CRM 2011, and could use some advice.

    Is there any way to force quotes/orders/invoices to calculate quantity discounts by using the total over multiple line items when those lines are the same product?  For business reasons, we need certain products broken out over multiple lines, but the bulk discount should apply to the total of the lines, not each line individual. For example, line one might be Product A, Quantity 10, and line two Product A, Quantity 40.  I'd like the pricing for the order to reflect the discount for the total of 50 items.  

    I could write a plug-in that iterates through the products on an order and then adds a discount "product" to the order, but then I would lose the user-maintainability of the built-in discount list structure.  This seems like a pretty straight-forward task, so perhaps there's some simpler solution I am overlooking.

    Thanks in advance.

    DG

    Thursday, May 31, 2012 3:50 PM

Answers

  • Hi George,

    I'm afraid you aren't mistaken, there isn't any functionality as standard that does this. Discount lists are applied on a line by line basis, not group of lines with the same product.

    I agree, your requirement is a common one but you should probably start writing that plugin you mention!

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Thursday, May 31, 2012 10:13 PM
    Answerer

All replies

  • Hi George,

    I'm afraid you aren't mistaken, there isn't any functionality as standard that does this. Discount lists are applied on a line by line basis, not group of lines with the same product.

    I agree, your requirement is a common one but you should probably start writing that plugin you mention!

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Thursday, May 31, 2012 10:13 PM
    Answerer
  • As Rob has suggested, you're going to need to write a plug-in to achieve this requirement. However, your plugin will still reference the user-configured discount lists so you shouldn't lose the user-maintainability of the discount list feature.


    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Friday, June 1, 2012 1:02 AM
    Moderator
  • Thanks Rob.  I figured that would be the answer, but I appreciate the confirmation.

    Good point regarding the discount lists as well, Neil.

    Monday, June 4, 2012 1:02 PM