Sunday, November 11, 2018

Display Term Discount Percent on Transaction Saved Searches and Calculate the Discount Percent against the Transaction Amount


The Terms related fields are not available in searches yet. 

Enhancement 220345 requested for these fields availability.

As an alternate solution, to show the % Discount in searches, create a custom transaction body field.

See below steps on how to create the custom field:

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
2. Provide the Label
3. Set Type to Decimal Number
4. Put checkmark on Store Value field checkbox
5. Put checkmark on Sales checkbox under Applies To tab
6. On Sourcing & Filtering set Source List to Terms and Source From to % Discount
7. Save

To show the custom field and calculate the % Discount on the Saved Search:

  •  On the Results > Columns > add the custom field created for the % Discount

To calculate the value of the Settlement Discount based on the Gross Amount on the Saved Search:

  •  On the Results tab > Columns: Formula (Currency):  is {grossamount}*({custom body field ID}/100)


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