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programmer4hire 3 month product field
Compliance would like a field created on the Opportunity page that sums up the
total sales price of the attached opportunity products. It should only sum up
the products that dates within the past three months. I was thinking CronKit might be able to do this, but just wanted to to see if there might be another solution. Thanks.
Eventually I came up with the following, based on one of the comments from this idea:
1. Created a second field on the Opportunity Product, Total Price 2
2. Created a Workflow Rule, Update Total Price 2, with a rule criteria that Opportunity Product has a Created Date that equals the last 90 days. If this is true, it copies the Total Price to Total Price 2.
3. Created a Roll-Up Summary field, Three Month Total Sales Price, that sums on Total Price 2.
So far, testing is showing that it is working.
All Answers
Have you tried making a new Roll-up Summary field on Opportunity? Perhaps what you can do is:
1. Make a formula field on Opportunity Product that adds 90 days to TODAY()
2. Set your RSF on Opportunity to sum all Opportunity Products where that formula field is less than TODAY
Eventually I came up with the following, based on one of the comments from this idea:
1. Created a second field on the Opportunity Product, Total Price 2
2. Created a Workflow Rule, Update Total Price 2, with a rule criteria that Opportunity Product has a Created Date that equals the last 90 days. If this is true, it copies the Total Price to Total Price 2.
3. Created a Roll-Up Summary field, Three Month Total Sales Price, that sums on Total Price 2.
So far, testing is showing that it is working.