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jisaac need to add a Close Date filter to this formula - suggestions?
I need to add one more thing to this formula - it should only apply for opportunities with a Close Date in 2009. We have a different margin for 2008. How do I append this formula to include that?
Sorry about the "-winking faces - they are really close quotes and a close parentheses.Not sure how to prevent their display in this forum.
Thanks,
Jane
if(
or(
ispickval( Product_Line__c ,"Internet - ASP")
,ispickval( Product_Line__c ,"Internet - Digital Insight")
,ispickval(Product_Line__c ,"Internet - In-House")
,ispickval(Product_Line__c ,"Lending - Commercial Velocity")
,ispickval(Product_Line__c ,"Lending - Consumer Streamlend")
,ispickval(Product_Line__c ,"Lending - Consumer Velocity")
,ispickval(Product_Line__c ,"Lending - Velocity Conversion")
), 0.38
,if(
or(
ispickval(OSI_Business_Unit__c ,"INTL")
,ispickval(OSI_Business_Unit__c ,"OSC-BSG")
), 0.30
,if(
or(
ispickval(OSI_Business_Unit__c ,"CSG Bank Acct Mgmt")
,ispickval(OSI_Business_Unit__c ,"CSG Bank Sales")
,ispickval(OSI_Business_Unit__c ,"CSG CU Acct Mgmt")
,ispickval( OSI_Business_Unit__c ,"CSG CU Sales - Major")
), 0.35,0.20
)
)
Try starting your code with this:
IF (YEAR(CloseDate) >= 2009, Your Code, However you want the formula to handle Close Dates that are not in 2009.
Hope this helps