Transcript:
0:00 hi everyone mike from north52 here in
0:03 today's video
0:04 we will show how the quote products
0:06 discount can be based
0:07 on the customer's payment history the
0:10 requirements are as follows
0:12 we want to find out how much the
0:14 customer has paid in the last
0:16 three months we want to base their
0:18 discount off of this amount
0:21 and the percentage of a discount will
0:24 increase as the amount paid
0:26 increases now let's have a look at the
0:29 decision table that can do this
0:32 there are two sheets paid invoices and
0:34 calculate discount
0:36 the one we are on now paid invoices will
0:40 find and sum up the amount paid by a
0:42 customer
0:43 in the last three months
0:46 it does this using an r52 function and
0:49 some fetch xml
0:51 the second sheet calculating set
0:53 discount
0:54 calculates the discount to be applied it
0:58 first applies
0:59 a different discount percentage
1:00 depending on the result of the first
1:02 sheet
1:03 it then calculates the manual discount
1:05 using this discount percentage
1:07 and updates the quote product
1:11 now let's see this in action here
1:14 we have a quote with its quote products
1:16 the formula will fire
1:18 when we change the price per unit or the
1:20 quantity
1:21 so let's change the quantity
1:26 we can now see that the manual discount
1:28 has now
1:29 changed to reflect the new customer
1:31 discount
1:33 thank you for watching and if you have
1:34 any questions about how north52 can help
1:37 your organization
1:38 please get in touch also please
1:41 subscribe to our youtube channel
1:43 by clicking the subscribe button