I need to create report which will provide information on the amount of contract , if the amount of contract changes after its renewal , if yes then calculate the change
Which field can provide this information
7 Antworten
So both contracts belong to the same opportunity, but there is no direct relation from one to the other. Here's what I recommend:
1. Create a new lookup relation from contract to contract, name.it "Previous contract".
2. Create a flow that receives a contract ID and opportunity as input variables. The flow should lookup any other contract on the opportunity, and pick the last one that isn't the same.as the contract ID input variable. The flow should then use that record's ID and put it in "Previous Contract".
3. Create a process to run your flow automatically when a contract is created.
4. Create a new formula field on contract that calculates the difference between the amount on the current record, and the amount on the previous contract.
