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RachaelCRachaelC 

Summarize Purchased Products

I want to be able to have a custom object or summarize on the Account object (via VisualForce page to be viewed as a tab), which products have been purchased by each client.
I want the information regarding a certain product's current value and start and end dates for the products to always relate to the latest opportunity that includes that particular product line item.

The end dates will be used to triigger generation of renewal opportunties 90 or 180 days prior to the expiration of the end dates...

Has anyone accomplished this or something similar?

 

Thanks,

 

Rachael

LuvaraLuvara

I have done something similar with an object called "Subscription Contracts".

 

Each line item a customer purchases that we book gets a Subscription Contract item that is related to the Account, the Account's Master Contract, Product and the Opportunity. It has a Quantity, Start Date, End Date, and all the other $$ details. (You could use "Assets" to accomplish the same.)

 

We create a future Renewal when a "New" or "Renewal" Opportunity is Booked so that each customer has an Open Opportunity for their renewal in the future.

 

There is a nightly scheduled apex job that looks at the Open opportunities and adds all the Subscription Contracts into the future renewal. If a customer add's on a product in the term, the nightly job picks that up and adds it to the future renewal.

 

Chris

 

 

 
RachaelCRachaelC
Hi! I am trying to do this using the assets object...but in order to get all products or changes on to the renewal opp you have to do an upsert, right? My question now is around the External ID for each Asset (1 asset for each oli)... in my instance the system is 12 years old, how can I get each asset's ExternalID to be the accountId + oli.productCode? If I can do this then even when my clients purchase the same products (i.e. Renewals or supplements) then the asset that was originally created will be updated... Do you have any ideas around that? Thanks again for responding! Rachael Rachael Chipman Specialist, Business Applications Return Path, Inc. rachael.chipman@returnpath.com +1 646 367 3947 - direct +1 212 335 0074 - mobile Return Pathis the global leader in email intelligence.