I have products with schedule payments by date, on a monthly basis, I would like the opportunity amount field to display the scheule amount, is that possible? meaning that It will change by date
Than you
Tali
1 件の回答
I am not sure what you are trying to accomplish, but be very careful adding Currency fields that change by current date to Opps. If anyone was to include these fields in a report, the report will be different each time its run. Maybe that's OK for what you need, but its worth paying attention to.
If you want the Opp to contain a field that shows a different amount based on the current month, I think you'll need to create one or more rollup summary fields that SUM the OpportunityProduct (Line item) Amount field. Then you can create another Opp custom field that decides what value to show on the Opp record.
In the simplest example, if all the OpportunityProduct schedules start on the same month, run for 1 year, and each schedule payment is 1/12th, then:
1) create a rollup summary field that SUMs the OppProduct TotalAmount field.
2) create a custom formula currency field with a formula:
IF(AND(TODAY() >= DATEVALUE(CreatedDate), TODAY() < DATEVALUE(CreatedDate)+365), RollupField__c/12, 0)
This will return 1/12th of the OppProducts as long as the current date is within the Opp 'term', and will return 0 if its not.
