I have had a request for a change to a screen, and I am not totally sure how
to do it.
On the Quote/Opportunity Entry - Line - MFg Details - Quote Details -
Materials - Detail tab
They are looking for 2 new fields, the first is to pull in the Sale Unit
Price and have that displayed for the part being looked at.
The second field would be a calculated field that shows the margin, not sure
right now if they want the margin in $ amount or % but I figure the way it
will be done is about the same either way, just change the actual operation,
so it is either Sale - Cost for the $ amount or 1 - (cost/sale) for the %
amount.
Now, for the extra twist, can the Sale price be a field which is initially
populated when the part is first pulled in, but then allowed to be changed
by the user at will and have that UDF automatically updated on the screen
with the new margin on the part if the sale price is changed by the user on
screen?
Is this something possible to be done though customization or would this
likely be a custom programming situation, which I am trying to avoid.
to do it.
On the Quote/Opportunity Entry - Line - MFg Details - Quote Details -
Materials - Detail tab
They are looking for 2 new fields, the first is to pull in the Sale Unit
Price and have that displayed for the part being looked at.
The second field would be a calculated field that shows the margin, not sure
right now if they want the margin in $ amount or % but I figure the way it
will be done is about the same either way, just change the actual operation,
so it is either Sale - Cost for the $ amount or 1 - (cost/sale) for the %
amount.
Now, for the extra twist, can the Sale price be a field which is initially
populated when the part is first pulled in, but then allowed to be changed
by the user at will and have that UDF automatically updated on the screen
with the new margin on the part if the sale price is changed by the user on
screen?
Is this something possible to be done though customization or would this
likely be a custom programming situation, which I am trying to avoid.