Modify How Quotes Amount is Computed

[Triggerz]

Hi,

I am looking for a way to modify how the Quotes amount is computed.

I plan to add a custom field called additionalDiscount in the Quote entity. This discount should be added to the total discount including any discounts placed in the unit price of Quoteitems.

I also want to add a markup field for each Quoteitems and be added to the computation as such (qty x unitprice x markup)

I have the Sales pack and not sure if this customization is possible to achieve.

Please help and thanks in advance...

[rabii]

this should help

https://docs.espocrm.com/development/quote-custom-calculations/

[yuri]

Maybe consider adding an extra line item (with formula?) with the negative unit price and quantity 1. This would be the only proper way to do it. The computed total net amount should equal net amounts of all line items. Otherwise, it breaks the logic.

[Triggerz]

this should help

https://docs.espocrm.com/development...-calculations/

Thanks rabii. I tried to implement the instruction in the link but the total amount does not get updated. Not sure what I am doing wroing, please help.

Below is the modified code in the CalculateItems.php file

Thanks and Regards...

<?php
namespace Espo\Custom\Hooks\Quote;

use Espo\ORM\Entity;

class CalculateItems
{
public static int $order = 10;

public function __construct(
// Define needed dependencies.
) {}

public function beforeSave(Entity $entity, array $options): void
{
if (!$entity->has('itemList')) {
$entity->loadItemListField();
}

$itemList = $entity->get('itemList');

$amount = 0.0;
foreach ($itemList as $item) {
$amount += $item->quantity * $item->unitPrice * $item->factor;
}

$bulkDisk = $entity->cBulkDiscount;
$amount = $amount - $bulkDisk;
$entity->set('amount', $amount);
}
}

[rabii]

heyTriggerz

NB: MADE CHANGES HERE TO MEET YOUR LOGIC - ADD ADDITIONAL DISCOUNT TO THE EXISTING DISCOUNTAMOUNT

I guess you just need to make a tiny change to get the cBulkDiscount from the entity - it should be $entity->get('cBulkDiscount') - also you don't need to recalculate the amount you are using the same code from the example at documentation which is not necessary since you just want to reduce bulkdiscount from amount - below is a simple code call the file CalculateTotalDiscount.php

<?php
namespace Espo\Custom\Hooks\Quote;

use Espo\ORM\Entity;

class CalculateTotalDiscount
{
    public static int $order = 10;
    
    public function beforeSave(Entity $entity, array $options): void
    {
        if (!$entity->get('amount')) {
             return;
        }
        
        $discountAmount = $entity->get('discountAmount');
        $additionalDiscount = $entity->get('cBulkDiscount');
        
        $totalDiscountAmount = $discountAmount + $additionalDiscount;
        
        $entity->set('discountAmount', $totalDiscountAmount);
    }
}

Also don't forget to implement a client side calculation to see numbers change on front end https://docs.espocrm.com/development...de-calculation

Cheers

[Triggerz]

Thanks much rabii. Can you also share a sample code on how to implement the client side calculation? Thanks again...

[rabii]

It should be something as below create quote-total-discount-calculation.js under client/custom/src folder

define(['custom:quote-total-discount-calculation'], (Dep) => {

    return class extends Dep {

        /**
         * Calculate total discountamount with additional discount.
         *
         * @param {import('model').default} model An order.
         */
        calculate(model) {
            super.calculate(model);

            if(model.get('cBulkDiscount')) {
                const discountAmount = model.get('discountAmount');
                const additionalDiscount = model.get('cBulkDiscount');
                let totalDiscountAmount = discountAmount + additionalDiscount;

                model.set('discountAmount', totalDiscountAmount);
            }
        }
    }
}); 

based on what you shared you wanted to add an additional discount from the field cBulkDiscount to the existing discountAmount. This will do the job both front end and backend - please make changes in the backend - see updated code above for php hook class.

Hope this helps