D365 Quick Tip: Est. Revenue calculations on Opportunity

Syndicated from - https://d365demystified.com/2018/12/09/d365-quick-tip-est-revenue-calculations-on-opportunity/

Here’s a quick tip! Either let the system calculate the revenue of the Opportunity based on the Product Line Items or you can enter yourself or add your own custom logic to it.

So, there is a field on the Opportunity entity of type TwoOptions – ‘isRevenueSystemCalculated’

And, as self-explanatory as its name, it will let you either set your own Revenue calculations or pull it from the Opportunity Line Details

You can either put this field on the form to switch while working or use custom logic (or use Default Value) to be set and keep it hidden from the user as per you requirements.

For the purpose of this blog, I’ve kept it on the form.

System Calculated

When you select System Calculated, the Est. Revenue field is locked and the Revenue is calculated from the Product Line Items.

User Provided

When you select User Provided, the Est. Revenue field is unlocked and the Est. Revenue is open to enter data into it.

Pretty straight-forward!