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Microsoft Dynamics CRM (Archived)

Opportunity Estimated Revenue not calculating from Quote amount.

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Posted on by Sales quote

10

Hi,

I have a trial account in dynamics 365. No customization made.

1. I have created Opportunity and added 'Topic' , 'Contact' , 'Currency' , 'Price List'
2. Added 'Revenue' as "System Calculated"

3. Saved

4. Added active Quote

But still 'Est. Revenue' not calculated from quote amount. Tried clicking 'Recalculate Opportunity' button but no help

2388.EstRev.JPG

Note: 'No' product added to Opportunity

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Estimated Revenue when you have "System Calculated" approach to calculation is calculated from Opportunity Products and not from Quotes. This is by design.

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Sales quote 10 on at

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Thank you Andrew for you reply

Is there any way we can calculate the Estimated Revenue from quote amount?

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a33ik 84,331 Most Valuable Professional on at

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Hello,

I would say you can create a custom rollup field over amount of child quotes. Sounds doable for me.

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