• Service Duration field name for formula?

    Hello, I have a custom formula in SugarCRM that calculates New Annual Recurring Revenue: ifElse( equal($arr_yes_no_c,"Yes") ,ifElse( equal($product_type,"Renewal") ,0 ,ifElse( equal($product_type,"Renewal_with_upsell") ,subtract…

  • Default RLI field based on parent Opportunity

    Hi all, I have a field call Branch that exists in both the Opportunity and Revenue Line Item modules. When an RLI record is created, I want the Branch field in that record to be set to the same value as in the parent Opportunity record, unless the user…

  • Opportunities RLI create view

    Hi, we are in the proces of moving a customer to the cloud. After upgrading to the latest version in the cloud (11.2) we noticed some issues with the opportunities module. The Rli create subpanel seems to share the list view options from the default…

  • How to prevent multiple copies when retrieving records in after-save logic hook

    In an 'after save' logic hook, there is a process that checks for any records that match the ID of the Opportunity, and the Special Key of the Revenue Line Item to match the same values in the Quoted Line Item (Special Key - QLI_key_c - is the ID of the…

  • Roll-up RLI Product Category Values to Opportunity Multiselect

    We would like a field on our Opportunity record that reflects all of the Product Category values on related Revenue Line Items. For instance, for an Opportunity with 2 Revenue Line Items, if a "WP" Product Category was on 1 Revenue Line Item and "EC"…

  • Setting New Opportunity Revenue Line Item Assigned To and Teams

    When creating a new Opportunity (Opp), the Revenue Line Item (RLI) is also created at the same time. Currently, the RLI Assigned To and Teams are set to the values of the person creating the records, but we would like the RLI Assigned To and Teams to…

  • Calculating Revenue Line Item Likely Field Based On Other Field Values

    I was wondering if you can point me in the right direction for what I’m trying to do here… When a Revenue Line Item (RLI) record is created (either during Opportunity creation or otherwise), we want to set the RLI Likely field to a value equal to the…

  • Make Revenue Line Item 'Unit Price' editable after the Relationship is populated with Product Catalogue record?

    Posting here (dev) after initially looking at this from admin and also found an admin page with the same question: How can I make the unit price editable after a revenue line item is created? We do not just have one unit price for each product, instead…

  • Subpanel to be Editable Before Create A Record Like Opportunity Revenue Line Items

    Is there any way to Add Revenue line items For custom Module where we can select revenue line item Before creation of record. How can we do that ?? Help me to solve this.... Has anyone done this? Are there any examples or posts out there about how to…

  • Opportunity sales status not getting Revenue sales stage value

    Hello. I have a Revenue Line Item that gets a Opportunity to relate. And I have a record.js in the Opportunity that on clicking the Edit button, it changes the Opportunity 'sales_status' value with the Revenue Line Item 'sales_stage' value. The javascript…