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Populating discount rate

edited Jun 2, 2025 2:43PM in Ask A Guru 4 comments

I've a use case where in I need to check that if a sales order is for a specific subsidiary, and a custom field is selected, then I need to calculate the discount percentage on the order total and populate under Discount Rate.

For this I have a saved search on sales order,

Criteria:
Type = Sales Order

Subsidiary = US-1

Main Line = True

Results:
Date - Group
Amount
Formula(Currency) - Maximum = CASE WHEN {subsidiary.id} = 7 AND {custbody_discount_program} IS NOT NULL THEN -1 * ({fxamount} * {custbody_pcg_lvl_1_disc}) ELSE 0 END, Custom Label = Discount Rate

This saved search correctly shows calculated the discount amount.

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