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Issue wih Commision Validation
Need Validation Rule for Opp
I am working on Q1 commissions and I see that Reps can go back and change the amount of opportunity after they have closed the opportunity. Can you please change the settings so that only I can do that and no reps after opportunity is closed? This is really urgent as it is messing up my commission calculations.
Suzie Squiers 703-509-2825
1 Go to Setup > opportunites > Validation Rules, Enter a Rule Name, Make sure to check the Active checkbox, in the formula editor copy this -
OR (ISPICKVAL(StageName, "Closed Won"), ISPICKVAL(StageName, "Closed Lost"))
2. Error Message: Amount cannot be changed after Opportunity is closed
3. Error Location: select the radio button called Field and from the drop down box choose Amount,
4. save
Hope this helps.
ooh!! overlooked the fact that you should be able to change the Amount after opportunity is closed.
Try using this formula if you are the System Administrator or replace with appropriate profile name .
AND (
OR (
ISPICKVAL(StageName, "Closed Won"),
ISPICKVAL(StageName, "Closed Lost")),
NOT($Profile.Name = "System Administrator")
)
I need to set up a validation rule so when the opportunity is closed won the amount cannot be changed. I need to allow only one of the users (Finance guy) to be able to change the amounts. How do I set up the rule for everyone but exclude him? His profile url is https://na8.salesforce.com/005C0000003wjxa?noredirect=1
He still can not change the amount. I set it up:
IsClosed = True && ( ISCHANGED( Amount ) ) <>($Profile.Name = "RajeevAhuja")
I also tried:
IsClosed = True && ( ISCHANGED( Amount ) ) <>($Profile.Name = "005C0000003")
and
IsClosed = True && ( ISCHANGED( Amount ) ) <>($Profile.Name = "CEOTeam")
I cant get it to work so he can change the amount
If its just for one user, this validation rule should work:
AND (
OR (
ISPICKVAL(StageName, "Closed Won"),
ISPICKVAL(StageName, "Closed Lost")),
NOT($User.Username <> "The users name"),
ISCHANGED( Amount ))
Any other user other than this user will not be able to change the amount. Can also use NOT($User.Id <> 'The users Salesforce Id'),
The formula I suggested earler works perfectly fine when I tested it in my environment.you may have to tweak a bit based on whatever determines the opportunity closed.
Alternatively, you can try these options -
Option1: Find the ID of the user and replace the xxxxxxxxx with the ID
AND (
OR (
ISPICKVAL(StageName, "Closed Won"),
ISPICKVAL(StageName, "Closed Lost")),
($User.Id <> "xxxxxxxxxxxxxxx")
)
Option2: replace with the username of the person
AND (
OR (
ISPICKVAL(StageName, "Closed Won"),
ISPICKVAL(StageName, "Closed Lost")),
($User.Username <> "username@xxxxxxxx.com")
)
Hope this helps.