• alo
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My problem is this.
On opportunities I do not want our salespeople to be able to move the stage field to “close/lost “ unless they have filled out a field that identifies which competitior got the sale.

To identify that we have lost the sale in the stage field I am using the ISPICKVAL(StageName, "Lost ") and then I also need to validate that a custom field (lookup on which competitor) is not empty. Eg. they need to fill this field if stage moves to "lost".

Can anyone tell me how I can do this?
  • May 19, 2008
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My problem is this.
On opportunities I do not want our salespeople to be able to move the stage field to “close/lost “ unless they have filled out a field that identifies which competitior got the sale.

To identify that we have lost the sale in the stage field I am using the ISPICKVAL(StageName, "Lost ") and then I also need to validate that a custom field (lookup on which competitor) is not empty. Eg. they need to fill this field if stage moves to "lost".

Can anyone tell me how I can do this?
  • May 19, 2008
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I have written an S Control that will calculate the Gross Margin of an opportunity from cost values for each of the products.
 
It can be downloaded from the appexchange here:
 
 
Feedback would be welcomed.
 
Warren