{"id":10670,"date":"2015-07-17T12:35:26","date_gmt":"2015-07-17T12:35:26","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10670"},"modified":"2015-07-17T12:35:26","modified_gmt":"2015-07-17T12:35:26","slug":"calculate-cst-for-quotes-through-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/17\/calculate-cst-for-quotes-through-sage-crm\/","title":{"rendered":"Calculate CST for Quotes through Sage CRM"},"content":{"rendered":"

By far we all know that by using Sage CRM, we can manage and maintain the Sales process in very efficient manner. Different entities such as Lead, Opportunity, Quote, Orders etc. falling under the Sales process makes it very appropriate from the Business point of view. Since every sales process ends up at the costing efforts, it is very much important to apply\/charge the Customer as per the taxes applicable.
\nNew Stuff:\u00a0<\/strong><\/em><\/span>Monitoring Sales Team performance with the help of Dashboard<\/a>
\nSince Sage CRM\u2019s standard quotation entity does not have any provision to capture or apply the taxes, so recently we implemented this functionality for one of our clients. Here the requirement was to calculate CST amount on Quote level which is applicable when you charge a client who is located in different state as that of yours.
\nTo implement this feature on Quote we followed below given steps.
\n1. We created CST<\/strong> as Numeric field on Quote entity
\n2. We created new Translation to configure percentage of CST.
\n3. Created new Trigger to Calculate CST percentage amount based on Total amount of Quote.
\nPlease refer the below screenshot for your reference
\n\"Image1\"<\/a>
\nRefer below given SQL Script
\n\"Image2\"<\/a>
\nOn making the necessary configurations, whenever a quote is generated in system. CST amount will be calculated as per the formulae applied on the Total quote value generated by adding the Line items.
\nAlso Read:<\/strong><\/em><\/span>
\n1) Effective use of CPQ (Configure Price Quote) in Sage CRM<\/a>
\n2) Quote Summary Screen Enhancements in Sage CRM 7.3<\/a>
\n3) Create Quotes in Sage ERP X3 from Sage CRM<\/a>
\n4) Clone Quotes and Orders in Sage CRM<\/a>
\n5) Default quote expiration\/Delivery date setting in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

By far we all know that by using Sage CRM, we can manage and maintain the Sales process in very efficient manner. Different entities such as Lead, Opportunity, Quote, Orders etc. falling under the Sales process makes it very appropriate from the Business point of view. Since every sales process ends up at the costing\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[48,73,88,271,272,303,304,332,337,342,1],"tags":[643,742,845,1728,1859],"class_list":["post-10670","post","type-post","status-publish","format-standard","hentry","category-calculate","category-configuration","category-cst","category-order","category-orders","category-quote","category-quotes","category-sage-crm","category-sage-crm-7-2","category-sage-crm7-3","category-uncategorized","tag-calculate","tag-configure","tag-cst","tag-orders","tag-quote"],"yoast_head":"\nCalculate CST for Quotes through Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/17\/calculate-cst-for-quotes-through-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Calculate CST for Quotes through Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"By far we all know that by using Sage CRM, we can manage and maintain the Sales process in very efficient manner. 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