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Topics#Data ManagementSara Monksfield の質問
Sara Monksfield (RSC) が「#Data Management」で質問
2016年11月30日 9:55

How do I stop VAT fields on old opportunities changing if updates are made to account?

Help! I've created some complex formula fields on opportunity and opportunity product, to calculate VAT based on Account EU member state, country, province and VAT number.  They all work fine, BUT... if I change any of these account fields at a later date, the old opportunity VAT fields also update.

 

So for example, an account in Alberta, Canada, has an opportunity that calculates the VAT at 5%.  All fine, but if I change the account address so they are in Nova Scotia, old opportunities change to 15% VAT.  I want NEW opportunities to be 15% VAT but how do I prevent old ones updating as well?

 

Is it because I have used formula fields?  Should I have updated them with a workflow instead?

 

 
8 件の回答
  1. Vikas Gaur (Astrea Infotech)
    2016年11月30日 10:12
    Hello Sara,

     

    You should use workflow or trigger to calculate VAT on opportunity when they are created. And make a formula field for this one. Formula field from Account, won't work in your requirement because it works in real time. When you update some thing in account, it will impact on all related opportunities. 

     

    If you need more clarification then please let me know.

     

    Thanks

     

    Vikas Gaur
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