Revenue

Hi Laura,

You can address this by manually creating the Revenue Line Items.

Alternatively, we have implemented this for one of our customer by having a few fields in the Opportunities module.

1. Type of Milestone : Drop Down with Values : Uniform | Custom

2. If it is Uniform the Opportunity Module picks Frequency (Monthly, Quarterly) , No of Instalments/ Intervals  and Start Date.

3. We need to create these revenue line items by Logic Hook

3. But when "Custom" is chosen, it becomes more complicated. 

it should ask to enter No of Instalments and based on the input it should ask for that many number of dates - Value pair. 

But here you need to ensure the total value of all the instalments enter does not cross the opportunity value using javascript validations.

The custom option is bit complicated and needs a good design and coding. But the approach will work.

If I create the new fields in our sandbox, can support assist in writing the logic hooks and help with the JavaScript validations?

Hi Laura Pezone,

If you have built something and you need help on why it is not working, SugarClub is the best bet because we have bunch of Shark community posters that are very good at it. 

However, you are always welcome to ask any question, concerns to us via creating cases. :) 

Tevfik Tümer
Sr. Developer Support Engineer 

Laura,

I think you need to write the code or you can hire a developer to write the code. 

If you are struggling in debugging the code, many developers in the club may assist. But support may not take this up.

You need hire Suga professional services team or any Sugar partner like us to write the code.