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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Can I override the cal...
Microsoft Dynamics CRM (Archived)

Can I override the calculation of Opportunity Est Revenue

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Posted on by Community Member

Hi

I want to read the Est Revenue from the Total Amount of the Quote marked as primary when Revenue is system calculated and not from products. Is it possible?

It should be user input when user provided (just as it is now)

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Can I override the calculation of Opportunity Est Revenue

    The OOB two options field "Revenue" is a bit special. I think if you remove it from the form things will break. They might even fail if you hide it, so you might have to just make it read-only. Try different ways, hiding it might be OK but make sure you can roll back.

    To make sure only one Quote is marked as primary without writing code, you need to keep track of which one is currently primary. So create a 1:N relationship from Quote to Opportunity (so Quote is the 1 and Opp is the N). This means you have a lookup field on opportunity called something like "Primary Quote".

    Write a simple Workflow. When a Quote is marked as IsPrimary = Yes, check if the Primary Quote lookup field on the parent Opportunity is filled in, and if not, update it with the value of the current Quote. If it is already filled in, update that quote to set IsPrimary back to "no" then replace the value in the lookup field to the new primary quote.

  • Community Member Profile Picture
    Community Member on at
    RE: Can I override the calculation of Opportunity Est Revenue

    Thank you very much, Adam.

    As I have understood from your answer, what I will do is:

    keep the 'Revenue" field as 'User provided' by default and hide it from the form. Add another option set on Opportunity, say Revenue Calculation.

    when Revenue Calculation= User provided ; Make Est. Revenue not read only.

    when Revenue Calculation= System Calculated ; Make Est. Revenue read only and copy value from Quote ( which is marked as 'Is Primary' )

    The revenue needs to be updated when the Quote is marked as 'Is Primary'. We need to enforce a condition that only one quote per Opportunity can be marked as 'Is Primary' (checkbox field). Can you please advise how to achieve that as well?

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at
    RE: Can I override the calculation of Opportunity Est Revenue

    Hi Sameera

    If you use the systemcalculated then it will get the system value you want to override then you need to use user provided or creating new field if you want to get the total product as well then you can use crm 2015 custom pricing calculation.

    Btw the actual revenue once you close the opp it can overwrite the value as the actual revenue.

    Hope this helps.

    Thanks

  • Community Member Profile Picture
    Community Member on at
    RE: Can I override the calculation of Opportunity Est Revenue

    System calculated means "work it out from the sum of the product lines".

    User provided means "provided manually by the user, or programmatically some other way".

    Set the calculation type to user provided, use a business rule or script to make the revenue field read only (or do this in the field configuration on the form if you want this to always be locked), then use Workflows or plugins to update the Opportunity based on Quotes.

    Consider how to deal with status changes of Quote, and what to do if a user creates two or more active quotes at once - do you take the value from the last one? Or the highest, or lowest?

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