I want to create a series of product properties which will autocomplete based on several company properties, not a hard task so far (workflows).
Some of these product properties will be pricing info and several different prices will be applicable, for example: monthly fee, purchase fee, renewal fee. The pricing/ fee properties have been created as single select dropdowns.
So, if a company has two properties "A and B" then the various pricing/ fees will equal "X, Y and Z" for the monthly, purchase and renewal fees.
The issue is how i associate these properties to the company;
Heres my logic - a company has an associated deal with line items on the deal, would the product properties update by association?
I understand that you'd like to associate product properties to company properties. Please let me know if that's not the case. When you say "associate" do you mean copy a property from one object to the other? Or do you want to be able to see an object from a record of another object, please?
I may ahve over simplified. I can sync properties between company and Prodcut no problem, what I need to be able to do is sync a property which can vary dependent on the company property to a deal. So, for example, when a company property changes according to an if/ then branch this will impact a prodct property (the price may change) but it will be specific to the one company, not to the overall product. Therefore when a deal is created for that one company i want it to reflect the correct pricing property value in the deal, I've tried to illustrate below.
client type
client category
charge 1
charge 2
charge3
charge4
charge 5
A
X
.1
.2
.3
.4
.5
A
Y
1.0
2.0
3.0
4.0
5.0
B
X
.2
.3
.4
.5
.6
B
Y
6.0
7.0
8.0
9.0
10.0
Currently I have had to create pricing for each variant and will have to subsequently repeat for each product - pricing list AX, AY, BA, BY