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Discount Field on Revenue Line Item

Ada Napierala

Hello, 

I am looking to add a new Discount Field to my layout. In the standard fields list on Revenue Line Item I can see Discount Amount field (screenshot attached). Is there a way to create / duplicate this? Without using logic hooks, or custom code? 

Thanks! Ada

  • 0

    Hi  ,

    The Discount Amount field in the RLI module is a combination of multiple fields on the backend of the system. I am not aware of any way to recreate this exact functionality without custom code. If you wanted to use only Studio, you would need to do separate fields. My recommendation would be the following:

    1. A dropdown to select what type of discount you are applying (Percent vs Euro)
    2. A dependent float field that shows when 'Percent' is selected 
    3. A dependent currency field that shows when 'Euro' is selected

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

  • 0 in reply to Chris Raffle

     
    Got it - thanks for your advise! Slight smile

  • 0 in reply to Chris Raffle

    Perhaps the dropdown should be Percent vs Currency instead of Percent vs Euro?

    The Currency field will display both the amount and the currency dropdown, so if you have multiple currencies in the future you will have the ability to specify which currency as part of the currency field.

    Francesca

  • 0 in reply to Francesca Shiekh

      thanks Francesca Slight smile

    In the end what I did is put named the field Discount % where you can input percentage and adjust the formula in the final field that calculates the discounted price, so that it changes from percentage to decimal. Seems to be working fine :)