Apex Code Development You need to sign in to do that
Don't have an account?
Can I automatically update product schedules on an Opp if I change the contract term custom field?
I want to automate some of our opportunity product functionality in relation to product revenue schedules.
We have a custom picklist field against the Opportunity called Opportunity Term which contains the number of month a contract could go for. ie 12, 24, 36 months etc. How can we set it up so that when a product is added to the opportunity (by way of adding it directly to a quote or directly to the opportunity) it uses the value in this field as the quantity for the revenue schedule?
Also if this term is changed could we automatically update the revenue schedules somehow?
We have a custom picklist field against the Opportunity called Opportunity Term which contains the number of month a contract could go for. ie 12, 24, 36 months etc. How can we set it up so that when a product is added to the opportunity (by way of adding it directly to a quote or directly to the opportunity) it uses the value in this field as the quantity for the revenue schedule?
Also if this term is changed could we automatically update the revenue schedules somehow?