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How to make Opportunity Expected Close Date independent of RLI Expected Close Date in Sugar Sell

Yury Voloshin

Hello All,

I am trying to change the way Expected Close Date is set in Opportunity in Sugar Sell. By default, Expected Close Date in Opportunity is calculated using Expected Close Dates in RLIs. I am trying to change this behavior so that the Opportunity Expected Close Date is set independently of RLI Expected Close Dates, and RLI Expected Close Dates are always equal to the Opportunity Expected Close Date. This is being done because Opportunities will be organized in such a way that all RLIs will always be closed on the same date. Is there a way to do this without having to override code within the core Sugar directories?

Thank you,

Yury

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  • 0 Sugar Employee Badge

    Hi Yury,

    A new feature in 10.1 was introduced to do exactly that - so that you can set close dates at Opp level and it will cascade down to the RLI level. See here for more details: https://support.sugarcrm.com/Documentation/Sugar_Versions/10.1/Sell/Application_Guide/Opportunities/#Cascading_Values_on_Opportunity

    Prior to this new release, it was common to set up a SugarBPM process def to do exactly the same thing (trigger on change of close date of Opp, update all related RLIs close date accordingly) - so either way, it would not require code.

    Hope this helps!

    Adam

  • 0 in reply to Adam Frank

    Hi Adam,

    Thank you for the reply. We do have the "Update Open Revenue Line Items" checkbox under Sales Stage in Opportunity, so that the sales stage cascades down to RLIs. But the Expected Close Date in Opportunity does not have such a checkbox. Instead, the Sales Stage in Opportunity is a read-only field that is set automatically based on the sales stages in RLIs. Is there a setting somewhere that toggles between setting the sales stage in RLI or in Opportunity?

    Best regards,

    Yury

  • 0 in reply to Yury Voloshin

    Hi Yury

    Agree with Adam - there are two checkboxes - one for Opp Stage, another for Opp Expected Close Date, both cascades down corresponding value to open RLIs...
    I've made a screenshot of that for Sugar demo instance 10.1 (see below)
    If your instance does not provide such functionality OOTB  there could be an issue with record view for the particular instance, or smth else, maybe some customizations were made ?

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • 0 in reply to Dmytro Chupylka

    Thank you Dmytro. Yes, it might be a customization that I don't know about. We'll have to ask our Sugar partner about it.

    Best regards,

    Yury

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