Hello Hello,
Could anybody tell me from which Revenue Line Item field the Expected Close Date on Opportunity is pulling from?
Or is it a calculated field?
Hello Hello,
Could anybody tell me from which Revenue Line Item field the Expected Close Date on Opportunity is pulling from?
Or is it a calculated field?
Hi Ada,
This field is, indeed, calculated. This field is calculated as the last expected close date of all open related revenue line items. It will not include closed records in the calculation until all related revenue line items are either "Closed Won" or "Closed Lost".
You may learn a bit more about this here: https://support.sugarcrm.com/Documentation/Sugar_Versions/12.0/Sell/Application_Guide/Opportunities/#Cascading_Values_on_Opportunity
Unfortunately, the calculation is not shown in Studio, which is likely where the confusion is coming from.
Please let us know if you have any other questions or concerns. We're happy to help! Thanks!
-Raye
Hi Ada,
This field is, indeed, calculated. This field is calculated as the last expected close date of all open related revenue line items. It will not include closed records in the calculation until all related revenue line items are either "Closed Won" or "Closed Lost".
You may learn a bit more about this here: https://support.sugarcrm.com/Documentation/Sugar_Versions/12.0/Sell/Application_Guide/Opportunities/#Cascading_Values_on_Opportunity
Unfortunately, the calculation is not shown in Studio, which is likely where the confusion is coming from.
Please let us know if you have any other questions or concerns. We're happy to help! Thanks!
-Raye
Hey Raye,
Thanks for getting back to me!
Yes, I had a read on that. But it is still confusing. I am just wondering - what field on Revenue Line Item would I fill out to see the Expected Close Date populated on the opp? I tried Service Start Date, but with no success....
I have a replacement field I added myself, but the Expected Close Date is much more useful, would love to use it on all opportunties/RLI as well as Purchases and Purchased Line Items
-Ada