+ Start a Discussion
domdickdomdick 

Apex trigger for revenue schedule??

Hello,

 

I am fairly new to wirte an APEX code for this query. Hope someone will share code or comments.
if we create a booking & opportunity and add opportunity lie item, enable scheduling and define revenue schedule date with monthly installment.

Currently, user are keep changing revenue schedule date in a past or future which get impact on monthly revenues dashboard.

 

Now, we would like to restric user to changing revenue schedule date in past. how???

Thanks for help!

domdickdomdick

I will stuck to find a solution for my query based on above documents. I need to get the solution soon. So can you please post an example code for opportunitly lineitemschedule.

 

Thanks

Shashikant SharmaShashikant Sharma

I hope this might help you

 

 

trigger setMonthlyAmountAndDuration on OpportunityLineItem (after insert, after update) {
    if(!SetMonthlyAmountHelper.hasAlreadySetMonthlyAmount()) {
        for (OpportunityLineItem LI : trigger.new) {
            PricebookEntry pbentry = [select Product2Id from PricebookEntry where Id = :LI.PriceBookEntryId];
            Product2 prod = [select CanUseRevenueSchedule, NumberOfRevenueInstallments from Product2 where Id = :pbentry.Product2Id];

            if (prod.CanUseRevenueSchedule==true && prod.NumberofRevenueInstallments>0) {
                OpportunityLineItem opp_prod = [select Monthly_amount__c, Contract_duration__c from OpportunityLineItem where Id = :LI.Id];
                List<OpportunityLineItemSchedule> schedule = [select ScheduleDate from OpportunityLineItemSchedule where OpportunityLineItemId = :LI.Id];

                if (schedule.size()==0) 
                	opp_prod.Monthly_amount__c = LI.UnitPrice;
                else 
                	opp_prod.Monthly_amount__c = LI.UnitPrice / schedule.size();
                
                opp_prod.Contract_duration__c = schedule.size();
                
                SetMonthlyAmountHelper.setAlreadySetMonthlyAmount();
                Update opp_prod;
            }
        }
    }
}

 

 

 

 

domdickdomdick

Hi Shashikant,

Thanks for your reply on this. It was superfast to write an APEX trigger!

But I am not sure whether I need all the code to achieve my query. Or maybe I explained different.

I have attached ruff data.

Date                      Revenue               comments

02/02/2011         6000.00                 user will not allow to change schedule date in past.

25/05/2011         6000.00                 same as above

25/06/2011         6000.00                 user will allow to change in future as schedule date is in            

                                                              current month

 

Is you code will work? Or it will be different approach.

Hope I have explained correctly.  Look forward to see the replay.

Thanks!

Rahul S.ax961Rahul S.ax961

Hi Shashikant,

 

One Advice - Avoid query in loop, use Map instead.

 

Shashikant SharmaShashikant Sharma

Thanks for update,

 

I know it, but missed it :)

 

Wrote a blog for this : http://forceschool.blogspot.com/2011/05/writing-apex-trigger-save-limits-in.html

But missed this time. :) 

Rahul S.ax961Rahul S.ax961

:P it happens...

btw nice blog..

Shashikant SharmaShashikant Sharma

Your welcome mate :) , Now onward I have to be little more careful before posting any thing.