CloudLink Ideas Portal

Allow multiple credit claims to be used on one quote where you can select unique items to be included/excluded.

We have quotes where we would like to be able to use two credit claims and have each one be allowed to select different items in the config. to apply the discount to. A good example is having the standard RSA program and then adding in a work tool program. We only want the WT Program to calculate on select items. Per uptake (see below) you can't do this. I think this needs to be updated.



Hi Michael,

We have investigated with our applications team and determined the following:

The way Post Sale Credit Claims work, each item on the quote will apply to all Post Sale Credit Claims. We do not currently support selecting individuals ones.

Let me know if this answers your questions.

Thanks,

  • Mike Love
  • Sep 23 2021
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