Estimated revenue saving in opportunity form

Hi Guys,
In my opportunity form, I have set up some code to generate the
estimated revenue based on the sales stage. I realise that this sort of
thing already exists, but I've changed it a little.
To describe briefly:
There are 4 sales stages, selected from a picklist (using the existing
salesstagecode schema). These equate to certain probabilities, so I
have an integer probability field that is read-only, and changes
according to the value selected in the sales stage picklist. (I know
there was an existing probability schema, but for some reason I don't
remember, I made a new one... go figure...)
I made a field for project value (before noticing the actualvalue
schema), which the user obviously types in the actual value of the
project. When this or the sales stage is changed, the estimated revenue
is calculated automatically.
Here's the bit I don't understand: This all works fine in the
simulation form, and seems to work fine when creating a new
opportunity, but for some reason, the estimated value doesn't save. I
assume there is some background script that calculates the estimated
revenue according to the out-of-the-box setup. However, I've exported
the Opportunity customization code, and I can't find anything.
Also, I've got entries from when I still had bugs in my setup, and it
won't let me save changes to these.
Hope this makes sense!
Thanks everyone~

Mark
Sat Aug 26 18:29:32 CDT 2006

Do you have an opportunity product link table between your Opportunity and
products. When you set the quantity of the opportunity product it will
calculate the estimated value automatically, but you do need to set the
boolean Opportunty attribute that turns this calculation on.

Does that help?

"WiLLerZ" <willerz69@hotmail.com> wrote in message
news:1156462941.297563.176000@b28g2000cwb.googlegroups.com...
> Hi Guys,
> In my opportunity form, I have set up some code to generate the
> estimated revenue based on the sales stage. I realise that this sort of
> thing already exists, but I've changed it a little.
> To describe briefly:
> There are 4 sales stages, selected from a picklist (using the existing
> salesstagecode schema). These equate to certain probabilities, so I
> have an integer probability field that is read-only, and changes
> according to the value selected in the sales stage picklist. (I know
> there was an existing probability schema, but for some reason I don't
> remember, I made a new one... go figure...)
> I made a field for project value (before noticing the actualvalue
> schema), which the user obviously types in the actual value of the
> project. When this or the sales stage is changed, the estimated revenue
> is calculated automatically.
> Here's the bit I don't understand: This all works fine in the
> simulation form, and seems to work fine when creating a new
> opportunity, but for some reason, the estimated value doesn't save. I
> assume there is some background script that calculates the estimated
> revenue according to the out-of-the-box setup. However, I've exported
> the Opportunity customization code, and I can't find anything.
> Also, I've got entries from when I still had bugs in my setup, and it
> won't let me save changes to these.
> Hope this makes sense!
> Thanks everyone~
>

WiLLerZ
Sun Aug 27 17:46:45 CDT 2006

To start with, we just want to roll out pretty basic features, so we
don't want to link the opportunities with any products. We want to
just be able to type in a project value and use that instead of linking
to price lists etc. I've got scripts in there to do that much, but I
guess when I save and close the form, it grabs the value of the
products I've selected (or to me more precise, haven't selected) and so
my estimated revenue goes back to zero.

Mark Kovalcson wrote:
> Do you have an opportunity product link table between your Opportunity and
> products. When you set the quantity of the opportunity product it will
> calculate the estimated value automatically, but you do need to set the
> boolean Opportunty attribute that turns this calculation on.
>
> Does that help?
>
> "WiLLerZ" <willerz69@hotmail.com> wrote in message
> news:1156462941.297563.176000@b28g2000cwb.googlegroups.com...
> > Hi Guys,
> > In my opportunity form, I have set up some code to generate the
> > estimated revenue based on the sales stage. I realise that this sort of
> > thing already exists, but I've changed it a little.
> > To describe briefly:
> > There are 4 sales stages, selected from a picklist (using the existing
> > salesstagecode schema). These equate to certain probabilities, so I
> > have an integer probability field that is read-only, and changes
> > according to the value selected in the sales stage picklist. (I know
> > there was an existing probability schema, but for some reason I don't
> > remember, I made a new one... go figure...)
> > I made a field for project value (before noticing the actualvalue
> > schema), which the user obviously types in the actual value of the
> > project. When this or the sales stage is changed, the estimated revenue
> > is calculated automatically.
> > Here's the bit I don't understand: This all works fine in the
> > simulation form, and seems to work fine when creating a new
> > opportunity, but for some reason, the estimated value doesn't save. I
> > assume there is some background script that calculates the estimated
> > revenue according to the out-of-the-box setup. However, I've exported
> > the Opportunity customization code, and I can't find anything.
> > Also, I've got entries from when I still had bugs in my setup, and it
> > won't let me save changes to these.
> > Hope this makes sense!
> > Thanks everyone~
> >

Mark
Sun Aug 27 21:15:41 CDT 2006

Sounds like you are fighting with the way it normally works and maybe did
not set up a number of required settings.

We measure everything in Loan Volume, and we have 6 products based on that
unit, and we are using quantity to specify the amount of each
opportunityproduct.

"WiLLerZ" <willerz69@hotmail.com> wrote in message
news:1156718805.210791.278890@74g2000cwt.googlegroups.com...
> To start with, we just want to roll out pretty basic features, so we
> don't want to link the opportunities with any products. We want to
> just be able to type in a project value and use that instead of linking
> to price lists etc. I've got scripts in there to do that much, but I
> guess when I save and close the form, it grabs the value of the
> products I've selected (or to me more precise, haven't selected) and so
> my estimated revenue goes back to zero.
>
> Mark Kovalcson wrote:
>> Do you have an opportunity product link table between your Opportunity
>> and
>> products. When you set the quantity of the opportunity product it will
>> calculate the estimated value automatically, but you do need to set the
>> boolean Opportunty attribute that turns this calculation on.
>>
>> Does that help?
>>
>> "WiLLerZ" <willerz69@hotmail.com> wrote in message
>> news:1156462941.297563.176000@b28g2000cwb.googlegroups.com...
>> > Hi Guys,
>> > In my opportunity form, I have set up some code to generate the
>> > estimated revenue based on the sales stage. I realise that this sort of
>> > thing already exists, but I've changed it a little.
>> > To describe briefly:
>> > There are 4 sales stages, selected from a picklist (using the existing
>> > salesstagecode schema). These equate to certain probabilities, so I
>> > have an integer probability field that is read-only, and changes
>> > according to the value selected in the sales stage picklist. (I know
>> > there was an existing probability schema, but for some reason I don't
>> > remember, I made a new one... go figure...)
>> > I made a field for project value (before noticing the actualvalue
>> > schema), which the user obviously types in the actual value of the
>> > project. When this or the sales stage is changed, the estimated revenue
>> > is calculated automatically.
>> > Here's the bit I don't understand: This all works fine in the
>> > simulation form, and seems to work fine when creating a new
>> > opportunity, but for some reason, the estimated value doesn't save. I
>> > assume there is some background script that calculates the estimated
>> > revenue according to the out-of-the-box setup. However, I've exported
>> > the Opportunity customization code, and I can't find anything.
>> > Also, I've got entries from when I still had bugs in my setup, and it
>> > won't let me save changes to these.
>> > Hope this makes sense!
>> > Thanks everyone~
>> >
>

Matt
Wed Aug 30 10:21:18 CDT 2006

Are you setting the Opportunity to be user provided vs system calculated?

--

Matt Parks
MVP - Microsoft CRM


"WiLLerZ" <willerz69@hotmail.com> wrote in message
news:1156718805.210791.278890@74g2000cwt.googlegroups.com...
To start with, we just want to roll out pretty basic features, so we
don't want to link the opportunities with any products. We want to
just be able to type in a project value and use that instead of linking
to price lists etc. I've got scripts in there to do that much, but I
guess when I save and close the form, it grabs the value of the
products I've selected (or to me more precise, haven't selected) and so
my estimated revenue goes back to zero.

Mark Kovalcson wrote:
> Do you have an opportunity product link table between your Opportunity and
> products. When you set the quantity of the opportunity product it will
> calculate the estimated value automatically, but you do need to set the
> boolean Opportunty attribute that turns this calculation on.
>
> Does that help?
>
> "WiLLerZ" <willerz69@hotmail.com> wrote in message
> news:1156462941.297563.176000@b28g2000cwb.googlegroups.com...
> > Hi Guys,
> > In my opportunity form, I have set up some code to generate the
> > estimated revenue based on the sales stage. I realise that this sort of
> > thing already exists, but I've changed it a little.
> > To describe briefly:
> > There are 4 sales stages, selected from a picklist (using the existing
> > salesstagecode schema). These equate to certain probabilities, so I
> > have an integer probability field that is read-only, and changes
> > according to the value selected in the sales stage picklist. (I know
> > there was an existing probability schema, but for some reason I don't
> > remember, I made a new one... go figure...)
> > I made a field for project value (before noticing the actualvalue
> > schema), which the user obviously types in the actual value of the
> > project. When this or the sales stage is changed, the estimated revenue
> > is calculated automatically.
> > Here's the bit I don't understand: This all works fine in the
> > simulation form, and seems to work fine when creating a new
> > opportunity, but for some reason, the estimated value doesn't save. I
> > assume there is some background script that calculates the estimated
> > revenue according to the out-of-the-box setup. However, I've exported
> > the Opportunity customization code, and I can't find anything.
> > Also, I've got entries from when I still had bugs in my setup, and it
> > won't let me save changes to these.
> > Hope this makes sense!
> > Thanks everyone~
> >