Estimated Revenue of an Opportunity

Hi folks,

It would be very useful to be able to simply quote an amount for an
Opportunity without having to break the amount down into individual
products. This can be done through the Estimated Revenue field of an
Opportunity. When it is set to be user provided, the estimated revenue is not
carried over automatically when a related quote is created. Write-in products
can be added to a Quote, Order or Invoice to achieve that functionality but
as far as I can see there is no facility to
achieve the same thing with an Opportunity.

Basically I would like to set an Estimated Revenue value for an
Opportunity which is then carried over to the Total amount field of a
related Quote. Shouldn't this be possible?

imumar
Fri Mar 09 05:06:19 CST 2007

Hi TC,
Yes this is possible. Please explore relationships in customization form of
any entity for mapping.

Another way is to use callouts for this purpose. You may use PostCreate
callout.
Please explore CRM SDK for more help. Following URL will helpful;
http://msdn2.microsoft.com/en-us/library/aa680495.aspx

Please do click on Yes or No button if this post was helpful or not.

You may contact me directly at my email address for CRM help.
--
take care,
uMar Khan
imumar@gmail.com


"TC" wrote:

> Hi folks,
>
> It would be very useful to be able to simply quote an amount for an
> Opportunity without having to break the amount down into individual
> products. This can be done through the Estimated Revenue field of an
> Opportunity. When it is set to be user provided, the estimated revenue is not
> carried over automatically when a related quote is created. Write-in products
> can be added to a Quote, Order or Invoice to achieve that functionality but
> as far as I can see there is no facility to
> achieve the same thing with an Opportunity.
>
> Basically I would like to set an Estimated Revenue value for an
> Opportunity which is then carried over to the Total amount field of a
> related Quote. Shouldn't this be possible?

TC
Fri Mar 09 06:25:05 CST 2007

Hi Umar,

Thank you for your response. I have tried creating a mapping between the
estimated value field of the opportunity and the either the detail amount or
the total amount fields of the quote but unfortunately neither field appears
in the target entity attribute list. I am guessing that this is because CRM
uses those fields internally and allowing them to be altered would break
whatever it is doing.

"uMar Khan" wrote:

> Hi TC,
> Yes this is possible. Please explore relationships in customization form of
> any entity for mapping.
>
> Another way is to use callouts for this purpose. You may use PostCreate
> callout.
> Please explore CRM SDK for more help. Following URL will helpful;
> http://msdn2.microsoft.com/en-us/library/aa680495.aspx
>
> Please do click on Yes or No button if this post was helpful or not.
>
> You may contact me directly at my email address for CRM help.
> --
> take care,
> uMar Khan
> imumar@gmail.com

ebjnr
Fri Mar 09 10:14:00 CST 2007

Hi TC,
You can map "Estimated Revenue" from your opportunity to "freightamount" in
the Quote. Because these 2 attributes are not exactly the same (required for
mapping), you have to create a custom attribute in your opportunity that is
identical to the freightamount in the quote. Use an onchange event to copy
the value from "Estimated Revenue" to you custom attribute, and then create
the mapping from your custom attribute to freightamount.
Works for me, hope it works for you.
Regards,
Egbert

"TC" wrote:

> Hi folks,
>
> It would be very useful to be able to simply quote an amount for an
> Opportunity without having to break the amount down into individual
> products. This can be done through the Estimated Revenue field of an
> Opportunity. When it is set to be user provided, the estimated revenue is not
> carried over automatically when a related quote is created. Write-in products
> can be added to a Quote, Order or Invoice to achieve that functionality but
> as far as I can see there is no facility to
> achieve the same thing with an Opportunity.
>
> Basically I would like to set an Estimated Revenue value for an
> Opportunity which is then carried over to the Total amount field of a
> related Quote. Shouldn't this be possible?

TheDoc
Wed Mar 28 06:34:01 CDT 2007

Hello

This does solve the problem to an extent. But I think that the value of
'Est. Revenue' in an Opportunity should be mapped to 'Detailed Amount' in the
related Quote. I was able to achieve this by creating a dummy field in the
quote, mapping to value of 'Est Revenue' to the dummy field and then making
the value of 'Detailed Amount' equal to it.
However the 'Total Amount' field is a calculated field by default and you
need to use some script to make it work if the 'Revenue' in the opportunity
is set to 'User Provided'. I was able to do this and the 'Total Amount' field
displays the correct result. The only problem is that the value of the field
is not represented in the 'Total Amount' column of any of the Quote views
(i.e. Advanced Find etc.).
I also ran a query in the database and the total amount value is 0.
Anyone know the reason for this?


"ebjnr" wrote:

> Hi TC,
> You can map "Estimated Revenue" from your opportunity to "freightamount" in
> the Quote. Because these 2 attributes are not exactly the same (required for
> mapping), you have to create a custom attribute in your opportunity that is
> identical to the freightamount in the quote. Use an onchange event to copy
> the value from "Estimated Revenue" to you custom attribute, and then create
> the mapping from your custom attribute to freightamount.
> Works for me, hope it works for you.
> Regards,
> Egbert
>
> "TC" wrote:
>
> > Hi folks,
> >
> > It would be very useful to be able to simply quote an amount for an
> > Opportunity without having to break the amount down into individual
> > products. This can be done through the Estimated Revenue field of an
> > Opportunity. When it is set to be user provided, the estimated revenue is not
> > carried over automatically when a related quote is created. Write-in products
> > can be added to a Quote, Order or Invoice to achieve that functionality but
> > as far as I can see there is no facility to
> > achieve the same thing with an Opportunity.
> >
> > Basically I would like to set an Estimated Revenue value for an
> > Opportunity which is then carried over to the Total amount field of a
> > related Quote. Shouldn't this be possible?