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How to enter opportunity with multiple ship dates. RRS feed

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    How do can I handle an opportunity with multiple ship dates and est. revenues. I want part of the total est. revenue to be allocated to each ship date.

    Janis Jarvis

    Tuesday, July 30, 2013 3:18 PM

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    Hi,

    Create your own custom fields and use a plugin to update the new fields based on your business.


    My Weblog | My Website

    Tuesday, July 30, 2013 4:59 PM
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    You handle it by using Opportunity products..

    Each opportunity product can have a seperate shipping date.

    Then add the shipping dates to the associated view.

    Voila... default functionality :)

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    Tuesday, July 30, 2013 8:04 PM

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  • Question
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    Hi,

    Create your own custom fields and use a plugin to update the new fields based on your business.


    My Weblog | My Website

    Tuesday, July 30, 2013 4:59 PM
    Moderator
  • Question
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    You handle it by using Opportunity products..

    Each opportunity product can have a seperate shipping date.

    Then add the shipping dates to the associated view.

    Voila... default functionality :)

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    Tuesday, July 30, 2013 8:04 PM
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    You handle it by using Opportunity products..

    Each opportunity product can have a seperate shipping date.

    Then add the shipping dates to the associated view.

    Voila... default functionality :)

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    And what about the est. revenue by the default functionality?


    My Weblog | My Website

    Tuesday, July 30, 2013 8:09 PM
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    Same here... when you create your opportunity you can choose if you want the opportunity to be calculated or you want to write in a value.

    Choose calculated.. and then add products to the opportunity.. then your estimated revenue will be summed up on the opportunity  based on the opportunity products.

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    Tuesday, July 30, 2013 8:11 PM
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    Same here... when you create your opportunity you can choose if you want the opportunity to be calculated or you want to write in a value.

    Choose calculated.. and then add products to the opportunity.. then your estimated revenue will be summed up on the opportunity  based on the opportunity products.

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    Yes. I know this functionality, but the question asks about the est. revenue for each group (grouping based on shipping dates) of products. Your solution only could solve a situation that you want to calculate product or not.


    My Weblog | My Website

    Tuesday, July 30, 2013 8:15 PM
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    I dont understand Payman.. I see that by using Opportunity products all his requirements are solved...

    I wouldnt create fields on the opportunity as this would be too static.. as his opportunities probably is allways different.. and contains X different dates. A requirement like this should allways be a 1-m solution and never a flat structured field based solution.

    The best practice way is to use opportunity products and setting up the record create to default "write-in products" which allows you to create a "collective delivery date".

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    Tuesday, July 30, 2013 8:27 PM