Don't copy Actual Rev from Est Rev when Opp Closed Won

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Posted on by epark06

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Currently using user-provided values to set Est and Actual Revenue. Many times these values are different. When we close win an opportunity, the Actual Rev is being copied from the Est Revenue, even though we enter a different value for actual revenue in the close dialog. How do we prevent it from copying over?

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epark06 1,320 on at

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RE: Don't copy Actual Rev from Est Rev when Opp Closed Won

Fixed this by adding JS to copy Opp Act Revenue to a custom Act Revenue on Opp Close entity. Then use BR to copy custom Act Revenue to Act Revenue on Opp Close entity. Looks like OOB MS takes Est Rev from Opp > Act Rev on Opp Close. This was our workaround.
epark06 1,320 on at

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RE: Don't copy Actual Rev from Est Rev when Opp Closed Won

I put in Actual Revenue of $10 when close winning the opp using the dialog.

Upon closing, the Est and Actual Rev show as $2. I want the Actual Rev to stay at $10.
meelamri 13,204 User Group Leader on at

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RE: Don't copy Actual Rev from Est Rev when Opp Closed Won

Hi,

Could you detail all the steps with screenshots?