An org of mine is a foundation that receives donations and disburses grants to/from many different restricted funds. The org uses GAU Allocations to track the restrictions, and record types to track the general categories of money flows (Received Gift, Disbursed Grant, etc).
They used to enter negative numbers into the Amount field on Opportunity for disbursements (and positive numbers for received money flows). But even with field validation to prevent negative receipts and positive disbursements. staff just didn't feel comfortable entering negative numbers into the Amount field for any type of money flow, so I switched them back to all-positive Amounts.
This has caused NPSP rollups not to show valid amounts, both for Opp and Allocation rollups. I have built some custom rollups using the free version of Rollup Helper and am considering diving into Declarative Rollups, but it seems like the simplest solution would be to switch back to having staff enter negative numbers so I can make use of the built-in NPSP rollups. I am trying to decide what to do.
Does anyone have experience with use cases that require negative Amounts and what pros and cons have you come across? Especially user experience issues with staff data entering and reading reports that have negative amounts.
@Nonprofit Success Pack @Salesforce.org System Administrators
not sure why you can't just exclude record types from you rollups so they only represent the incoming grants. seems combining both incoming and outgoing to the same rollup would be obscuring the real story.
