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Opportunity is modified by SYSTEM RRS feed

  • Question

  • Hi,

    THE SYSTEM is modifying the opportunity with revenue as 0$ and changing the modifiedby as SYSTEM automatically when ever a new opportunity is created. Initially the modifiedby of the created opportunity is the user who creates the opportunity, but after the modifiedby is changed to SYSTEM automatically. I need the modifiedby of the created opportunity should be loggedin user. Is there any possbile way of doing this?

    Any suggestions are appreciated.

    Thanks,Rajesh 

    Wednesday, January 19, 2011 7:52 AM

Answers

  • Thanx for the reply.

    I don't think this is going to be  a problem with append and appendto previleges. This is my observation.

    When revenue type is systemcalculated, then revenue is automatically calculated by sytem and changing the modifiedby as SYSTEM.

    When revenue type is Userdefined, no action is taking place by system obviously we will be getting the modifiedby as loggedin user.

    I just want to understand how the revenue is calculated when systemcalculated is selected on opportunity screen.

     

    Thanks,Rajesh

    Wednesday, January 19, 2011 10:18 AM

All replies

  • As it is not a normal behaviour therefore you should run diagnostic tool. You should first check the security role of user and check append andappend to permissions. You can also use troubleshooting and tracing tool to identify the issue from http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/ff91e699-a0fb-4a8c-90d7-a207f92f2c55

     


    Regards Faisal
    Wednesday, January 19, 2011 9:15 AM
  • Thanx for the reply.

    I don't think this is going to be  a problem with append and appendto previleges. This is my observation.

    When revenue type is systemcalculated, then revenue is automatically calculated by sytem and changing the modifiedby as SYSTEM.

    When revenue type is Userdefined, no action is taking place by system obviously we will be getting the modifiedby as loggedin user.

    I just want to understand how the revenue is calculated when systemcalculated is selected on opportunity screen.

     

    Thanks,Rajesh

    Wednesday, January 19, 2011 10:18 AM
  • System Calculated calculates the total estimated revenue of the Opportunity based on the Product(s) added to the Opportunty.
    Regards Faisal
    Wednesday, January 19, 2011 10:59 AM
  • hi Rajesh,

    We were facing same scenario in our CRM environment and doing further debug we found actually at the time of calculating revenue after product was added,  the update & calculation was done using SYSTEM userid. 

    Did you found how the revenue type is set to be systemcalculated and what are the ways to change it to reflect the actual user details who did the modification on the opportunity?

    Regards,Richa

    Monday, May 21, 2012 7:53 PM