We're wondering if anyone has recommendations for handling Opportunities where some Payments are paid but others end up written off. We don't want the original Opportunity Amount to get pulled into rollups, but if an Opportunity comes in $20k below the anticipated amount, we also don't want to lose that data point by editing the Opp amount down. My sense is different orgs handle these Opps differently (e.g. creating "Anticipated Amount" fields, rolling up from verified Payments instead of the Opp wherever possible); what works for you?
We use an Original Amount field that is just a formula that captures the Amount when the Opp is created. Since it's a formula, no one can edit it. It's handy for reporting, but isn't used any more broadly beyond the Opportunity page.
We also use a Latest Payment Date field that updates for every payment, so multi-payment opportunities can be correctly incorporated when determining lapsed donors.
