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I am looking for the best practices for tracking services offered (revenue) and cost of materials (costs).

 

This is a many-to-may relationship.  Multiple services can be on the same Opportunity, and for each service you select from multiple materials (ex. pipe dimensions) with different costs associated with each.

 

Products would seem to work for one of the other, but not both at the same time.  The sevices are selected and listed on the Opportunity, the materials are selected and listed on a custom object.

 

I thought of using Record Types on Products, but couldn't think of a way to make it actually work.

 

As indicated, I am wondering if there is any best practice around this situation.
1 个回答
  1. 2016年7月22日 08:38
    Create a custom object for Sevices Offered(Revenue).

     

    Use Products for Cost of Materials

     

    Link Services Offered with Products using a junction object.
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