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Topics#Data ManagementLEAH Gus's Question
LEAH Gus (Gus) asked in #Data Management
Dec 18, 2017, 11:27 PM

Pick out date on opportunity line item and import to opportunity page

We have opportunities that have line items with a billing date. One line item has 5/22/2016, one line item has a billing date of 5/22/5017, one has a billing date of 5/22/2018 and one has a billing date of 5/22/2019. I need to get the billing date from the line item that has 5/22/2017 in the billing date field into a field on the opportunity and hold that date in that field until 5/22/2018 gets here. Then when today equals 5/22/2018, change the date in the field on the opportunity to 5/22/2018. Now do I do this?
9 answers
  1. Chris Simmons (Chris Simmons Corp)
    Dec 18, 2017, 11:30 PM
    Hi Leah,

     

    Do you have a master-detail relationship between Opportunity & the Line Item object?

     

    Because if so, you could create a Roll-Up Summary to pull the Max of the billing dates & then include filter logic to exclude any billing date greater than today() + 365 (i.e., more than a year out)
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