I had a customer help request that involves setting a few product items in Microsoft Dynamics CRM to mimic their Account/ERP system’s discount line items – where each of these line items yield a negative amount in an Order Product item. The challenge here is that Microsoft CRM Quote/Order/Invoice Product entries will throw an error when the "Price Per unit" is a negative amount:
Here is how to work around this issue – use the "Quantity" and "Manual Discount" fields.
- Setup the "discount" Product items. Here is a good video link on how to set up your product catalog
- From the Quote/Order/Invoice Product form, select the "discount" Product item
- Put in "0" for the "Quantity"
- Enter the amount of discount for the "Manual Discount"
Save and you will see the "Extended Amount" is now a negative value!