Creating a Calculation Type (2.4)

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: Total Discount per Delivery.

    • External Id: totaldiscountperdelivery.

    • Calculation Method: Decrease Price.

    • Unit of Measure: Percent.

    • Apply Condition Type: First matching condition.

    • Condition Fields Update Type: Real-Time.

    • Level Based On: Delivery Line Items.

    • Level Formula: enter the following:

      {
  "operator": "sum",
  "items": [
    "TotalForDiscount__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.
      Calculation Type 2.4

  4. Click Save.

The Calculation Type record is created.

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