We Have built a quote in Quote Entry, with 25 lines.
We have applied a discount (say 10% to 30%) on most of those lines.
We later amend the quote qty per line (from say 10 to 11) and the discount % reverts to 0%.
We have to manually add in the discount %.
Epicor state that this is working as it should.
Our choices are to apply a fixed discount % via pricelist or by customer.
However neither of these work for us.
We tailor our quote to land a big order with a customer and will apply a bespoke discount per line according to the deal we are trying to win.
Is it possible to set a BPM (or similar) so that when the QuoteDtl.ExpectedQty field changes from ‘any’ to ‘another’ - the QuoteDtl.DiscountPercent does not change?
I tried a BPM to instruct the QuoteDtl.DiscountPercent to = QuoteDtl.DiscountPercent when the qty field changed, but it didn’t work, it reverted to 0.
In reality, our quote can be 100+ lines long and so amending the discount % line by line is incredibly tedious for sales so if we can instruct it to remain in place unless over-typed, that would be fantastic!