Hi,
I have a custom field on an opportunity record called "Total BookingValue". This field sums 2 field, "Ongoing Costs" and "Implementation Costs". These 2 fields get their value based on the product type that has been added to the opportunity. So, if a product is added that is an "On-going" product type the "Ongoing Costs" field calculates a value which is basically (Total Ongoing value x contract length), contract length is another custom field at the opportunit level.
I am just investiating opportunuity splits in our snadbox, they seem great but perhaps a bit limited. I'd like to be able to caculate or split the TBV field accross the splits that teh amount also caculates.
Would anyone know if this is possible?
Thanks,
Hi,
This might not help but essentially:
Implementation Costs
Ongoing Costs
Contract Length
Total Ongoing Costs
Amount
Total Booking Value
20000
12000
3
36000
32000
56000
Implementation costs – This is a roll up summary from the opportunity products that sums the total value of all products with a category of ‘Implementation’
Ongoing Costs – This is a roll up summary from the opportunity products that sums the total value of all products with a category of ‘Ongoing’
Contract Length – This is a manual number field
Total Ongoing Costs – This is a formula field that calculates Contract Length x Ongoing Costs
Amount – This is the standard Amount field in Salesforce which is the sum of all opportunity products
Total Booking Value – This is a formula field which is Total Ongoing Costs + Implementation Costs
What I’m looking at is opportunity splits, these work great off the Amount field but is there a way of adding a custom field so the same split can be performed on the Total Booking Value field?
