Creating a Calculation Type (2.3)

Similar to the process of setting up a regular discount, first, set up a Calculation Type record:

  1. Go to Calculation Types and click New.

  2. In the New Calculation Type window, select the Condition record type and click Next.

  3. Enter the following:

    • Calculation Type Name: Manual Discount %.

    • External Id: manualdiscountpercent.

    • Calculation Method: Decrease Price.

    • Unit of Measure: Percent.

    • Condition Fields Update Type: Real-Time.

    • Discount Recalculation Fields: insert this JSON to re-initialize the discount recalculation in the case when the Manual Discount field is updated on the Order Line Item record to use the newly entered value.

      [
  {
    "objectName": "orders__OrderLineItem__c",
    "fields": [
      "ManualDiscountPercent__c"
    ]
  }
]

      • The current user must have access to all the fields listed in the Condition Fields List field.

      • Do not enter any values in the Condition Fields List field. This field will be automatically filled in later.
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  4. Click Save.

The Calculation Type record is created.

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