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.
This is a crude version relying on a custom field in which user enters duration in months of the project revenue. Basically the formula yields a pattern in which the first month's revenue tends to be a bit more than 50% of the revenue in the subsequent months; it's a crude proxy for typical revenue patterns and it's "close enough for government work."
Those of you who remember more high-school algebra, can I
a) embody this pattern in one formula rather than two?
b) use the formula in other than custom fields, i.e., use it in conjunction with the standard revenue schedule fields rather than separate custom fields?
