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How can I discount or override my list prices when entering a customer’s order?

Let’s say you have a table for Products, another table for Line Items, and a relationship between the two where the product table is the master. Let’s also assume you have a lookup field called List Price which displays the price of the product on the line item.

First you’ll want to add a Numeric – Currency field called Price Override to the Line Items table. This will allow users to enter a different price when adding a line item.

Next, create a Formula – Numeric field called Price with this formula:

 

If([Price Override]<>0,[Price Override],[List Price])

 

The Price field will display the List Price if there is no override, otherwise it will display the Price Override.

Some helpful tips: 

  • Some companies require a manager to enter a price override. To implement that restriction,  edit the properties of the Price Override field, check “Restrict access by role”, and set the field access to View for each role that is not authorized to enter overrides.
  • You also may want to customize your line item form to set the List Price and Price Override fields to only display when editing or adding a record, and the Price field to only display when viewing a record. This can simplify entering line items for your users, as t1he only price likely to matter once they’ve saved the line item is what the customer will be charged.

 

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