Expected Close Date

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?

Parents Reply
  • 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

Children
  • Hey Ada, 

    So you'd fill out the Expected Close Date on the RLI. It should then cascade up to the Opportunity.

    I actually had some difficulties getting this to work myself. But if you're working with Sugar demo data, that likely may be the issue (it was the issue I was having, anyway!) I created a fresh Opportunity, added some RLIs, saved the record, added another RLI with a later expected close date, and the Opportunity's close date updated automatically.

    You'll only need to update the "Service Start Date" field if you mark the RLI as a Service. That is not required to get the date on the Opportunity to automatically update.

    At any rate, I hope this helps you out! Let me know how it goes!
    -Raye