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econ242 Opportunity workflow and Stage updates
Hi everyone...
Looking for some help with opportunities here... My company has never used opportunities and I believe they need to, and my experience is minimal with opportunities because of this, so this (Opportunities) is slightly new to me as well, but here is the scenario...
Currently, we track customer orders via a custom object called Shipments...these are quantity based with no dollar value associated. I also have many roll-up sommary fields on the Account record that tracks total orders for the current month to gauge the volume of business received from the customer. The previous business days' orders are automatically uploaded each morning to the shipment custom object which in turn update the roll-up custom fields daily.
I've added the Shipments related list to the Opportunity page layout and have created a few roll-up custom summary fields to capture the amount of orders received on the opportunity, i also have a Quantity field that the Sales Team needs to populate with the number of orders they anticipate from the customer for this particular opportunity...my question here is, is there a formula or workflow rule that can accomplish the following - when the number of orders received matches the quantity value (i.e., orders received = 10 and Quantity = 10) can I automatically update the opportunity Stage to "Closed/Won" and automatically close the opportunity for that Account?
Can a WFR do this, or do I need a trigger? if a WFR is possible...any help in setting up would be most apprecaited...thanks and sorry for the novel, lol!!!
Looking for some help with opportunities here... My company has never used opportunities and I believe they need to, and my experience is minimal with opportunities because of this, so this (Opportunities) is slightly new to me as well, but here is the scenario...
Currently, we track customer orders via a custom object called Shipments...these are quantity based with no dollar value associated. I also have many roll-up sommary fields on the Account record that tracks total orders for the current month to gauge the volume of business received from the customer. The previous business days' orders are automatically uploaded each morning to the shipment custom object which in turn update the roll-up custom fields daily.
I've added the Shipments related list to the Opportunity page layout and have created a few roll-up custom summary fields to capture the amount of orders received on the opportunity, i also have a Quantity field that the Sales Team needs to populate with the number of orders they anticipate from the customer for this particular opportunity...my question here is, is there a formula or workflow rule that can accomplish the following - when the number of orders received matches the quantity value (i.e., orders received = 10 and Quantity = 10) can I automatically update the opportunity Stage to "Closed/Won" and automatically close the opportunity for that Account?
Can a WFR do this, or do I need a trigger? if a WFR is possible...any help in setting up would be most apprecaited...thanks and sorry for the novel, lol!!!
IF(Orders_Received__c >= Quantity__c,True,False). Add an Update action type to the WFR to change the Opportunity Stage to "Closed/Won". You will want to set the Evaluation Criteria to "created, and any time it’s edited to subsequently meet criteria". Hope this works for you.
Still not working however...now I get this - Error: Function ISCHANGED may not be used in this type of formula...
???
i didn't think this would be so difficult...especially for something that seems so elementary...
Back to the drawing board on this one then...I really don't want to use a trigger!!!