• thacket
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What Salesforce is telling me- hopefully can't be true.
Here is what I need to do:

I want to add new products to my opportunity. I go to my opportunity- go to products and select new. I enter my detail and then want to schedule this product. It won't let me, it tells me scheduling is not enabled.

I had gone to my set up- products- scheduling and enabled revenue scheduling. I also tried to enable scheduling for all products, but when I check the box, and go back to look at it- it becomes unchecked.

So...What salesforce is telling me is that I can't tell the system to always enable scheduling, so when I create a new product, I add a schedule right there and I'm done. INSTEAD I have to add my product, save it, then go back to Setup- Customize- Products- Scehduling- Enable Schedule- hit save, go BACK to the product I just created and then put my schedule in.

THere is absolutely no way I can train my sales reps to do all these steps. It doesn't make any sense. Can anyone help or explain???