Skip to main content
Nicole Campaniello 님이 #Formulas에 질문했습니다
Hi there,

I am trying to add a "Billed" column to each Product listed inside of an Opportunity. Basically, I want a checkbox that will show whether or not that specific line item has appeared on an open or paid invoice (aka, if the item has been billed for). So when we have an Opportunity with a ton of line items, all being invoiced at different times, I can just open the list of Products and see a checkbox that specifies whether or not the specific product has been billed for. Rather than hunting down the list of invoices and combing through to check what items are listed in that invoice, etc.

Any and all help is appreciated. Thanks in advance,

Nicole
답변 19개
  1. 2018년 1월 8일 오후 5:24
    You need to create field in Opportunity Product in setup search Opportunity product and create the checkbox field.

    Then add that billed field in related list as i said before.

    Please let me know if It works?

    Thanks,

    Saravana
0/9000