Can Actual Revenue default to 0 when closing as lost?

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Prior to our 2016 upgrade when we closed an Opportunity as lost the Actual Revenue would default to 0. However, now it's showing the amount from the Est. Annual Premium and has to be 0'd which most users are forgetting to do since they weren't in the habit before.

Is there a way to default the Actual Revenue to 0 on the Opportunity Close form?

Thank you,

Brianna

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Joe Woltering 12,163 on at

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RE: Can Actual Revenue default to 0 when closing as lost?

This was just brought to my attention as well. Why did this change? Seems broken.

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Nick.Doelman 1,947 Most Valuable Professional on at

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RE: Can Actual Revenue default to 0 when closing as lost?

This looks like a bug for sure!

A workaround is to create a synchronous workflow that will trigger when the status of an opportunity changes. If the status = Lost, then set the actual revenue to $0.

I just tested this out and it works as it will update the Opportunity before it commits to the CRM database.

Screen shot of workflow, hopefully you can see it:

Cheers

Nick

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Community Member on at

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RE: Can Actual Revenue default to 0 when closing as lost?

Hi Nick,

Thanks, i was planning on setting a workflow as a workaround, just hoping there will be a long term fix. Waiting to hear back from our Microsoft rep on it then I will likely log a ticket.

Thank you for trying out the workflow! Good to know that will work.

Brianna

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Nick.Doelman 1,947 Most Valuable Professional on at

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RE: Can Actual Revenue default to 0 when closing as lost?

One thing I forgot to mention is that on the "Opportunity Close" screen, the actual revenue at that point still shows the estimated revenue, but the workflow will set it to $0.

Cheers

Nick

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Joe Woltering 12,163 on at

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RE: Can Actual Revenue default to 0 when closing as lost?

Hi Nick,

Yes, I was going to reply that it still shows the Est. Revenue amount in the close dialog. I wonder if there is any way to update this so the user sees $0. I have read unsupported methods of modifying the code in 'dlg_closeopp.aspx' however not being a programmer myself I am not sure what to change. I have compared the two files prior to applying the Dec. 2016 update and then after and do not see any difference between the two.

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Nick.Doelman 1,947 Most Valuable Professional on at

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RE: Can Actual Revenue default to 0 when closing as lost?

Hi Joe

My solution was really meant for a user that would close the opportunity as lost and not really pay attention to the actual revenue amount (not elegant) and the workflow would $0 it out. I am not a fan of unsupported solutions and while the dlg_closeopp.aspx could be modifed, it would only work for on-premise.

I have confirmed that this issue is fixed in the latest update (v8.2, aka 'Dynamics 365') so the workflow is only a temporary fix anyway.

I also blogged about this here (thanks to all on this thread for providing me some blog content):

readyxrmblog.wordpress.com/.../closed-opportunity-issue-and-workaround-in-dynamics-crm-2016-8-1

One thing I haven't tried yet is setting the actual revenue to $0 via a business rule or javascript ahead of closing. I know for service activities, if you pre-populate the "actual duration" field, the process that updates it from estimated duration will ignore it. There would still be an issue of timing and then you would need to update the workflow to actually populate the actual revenue field if the opportunity was won, like I said, I haven't tried it yet, but might be worth investigating.

Cheers

Nick

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