DavidOverton.com
This site is my way to share my views and general business and IT information with you about Microsoft, IT solutions for ISVs, technologists and businesses, large and small.  

Browse by Tags

  • How to add a trade-in line item (i.e. give cash back to discount a deal) to BCM 2007

    Someone asked me how to do this and I discovered that you can't have a negative discount percentage, negative quantity or negative price. So this makes it impossible to do... well, no, but it is not quite as easy as we would like. To make it work you need to create a Product and Service csv file to import to make it work. Here are the step by step instructions on installing it and using it. Installing the trade-in items Go to the BCM menu and select the Product and Services menu item Press the import button at the bottom of the dialog to get the screen shown on the left Create a csv file on your desktop called tradein.csv (start / run "notepad %homepath%\tradein.csv") Copy and paste the text below into the text file and save Trade In (10000), Trade in, -10000 Trade In (1000), Trade in, -1000 Trade In (100), Trade in, -100 Trade In (10), Trade in, -10 Trade In (1), Trade in, -1 browse the csv file on your desktop and press import Job done Using the trade-in items in an opportunity Now we have these...

(c)David Overton 2006-21