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Burkettr Revenue Scheduling - Need Custom Fields and Custom Calculations
I'm doing some salesforce admin work and I'm having an issue with determining if something is possible within Salesforce.
This is in regards to revenue scheduling for products.
We're need to add a field called Base $ Amount for each month, then we want to also enter in a percentage, then have those two fields calculate the final revenue schedule amount for that month.
Currently revenue scheduling provides:
1. Date
2. Revenue
What we need is:
1. Date
2. Base $ Amount
3. Percentage
4. Revenue (Base $ Amount x Percentage)
The Base $ Amount would be a custom field on the revenue schedule and the Percentage would be pulled in from the Account (as a default).
I need to know if this is possible and if you can assist in making this happen.
Thanks,
Rob
Don't think this is possible as you can not create field on "OpportunityLineItemSchedule". Also as there is not option to create trigger on this object. So only option left is apex.
We can access the fields of this object in Apex code , query the records and operate DML (insert,delete etc.) which is not much useful for you. But if you can keep the desired data on opportunity line items instead of revenue schedule then I think we can implement some logic which will pull data from revenue schedule and show it on opportunity line item.
What your thoughts on it?
Thanks
Ankit Arora
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