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A new knowledge base article has been published on our support portal.


This example shows how you can calculate and assign discounts for your Quote Products

We will be basing the discount off the Customers payment history for the last 3 months. 

The percentage of a discount will increase as the amount paid increases. This could easily be substituted with your own rules. 

North52 BPA Solution

The North52 BPA solution works like this:

  • A Decision Table with 2 sheets is created that will trigger whenever the fields Quantity or Price per Unit on the Quote Products are changed
    • In one sheet the Decision Table will calculate how much the customer has paid in the last 3 months
      • It will do this using FetchXML
    • In another sheet the Decision Table will then use that calculation to work out how much discount should be applied. It will set the Discount field to the calculated amount.