6/18/2025 5:28:49 PM
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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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Copying an Opportunity
Posted: 07 May 07 6:36 AM
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fiogf49gjkf0d We have a need here to copy opportunities from one month to another. What would be ideal is have the ability to create a recurring opportunity.
We use Opportunities to forecast and there are many times when an opportunity is spread over several months and many times over a period of a year. A service contract for example. For those 12 months a rep needs to enter the same exact opportunity. The only difference is the estimated close date.
I was thinking of just adding a 'Copy Opportunity' button to the opportunity detail screen. What this would do is confirm that you want to copy the opportunity and then copy the opportunity.
I have several questions:
From what I can see there are 8 plus 2 of our custom tables involved with an opportunity. Does this sound right?
Are there any special SLX functions available for copying something like an opportunity?
Is there any standard techniques I should employ for doing this?
Thanks,
John G. |
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Re: Copying an Opportunity
Posted: 08 May 07 12:37 AM
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fiogf49gjkf0d I have added a copy opportunity button with custom tables included, just standard vb scripting. |
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Re: Copying an Opportunity
Posted: 08 May 07 3:39 AM
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fiogf49gjkf0d How many fields are required to make a monthly forecast? 3? 5?
Amount $
Month/Year
Account(ID)
Project/Product/Opportunity?
AccountManagerID (from Opportunity or Account?)
Go NoGo/Probability
and to make this you're going to copy a 30 field Opportunity, Opp contactS, Opp ProductS, SalesProcess/Audit, History records, etc? Plus all of the What's New stuff.
Why not have a forecasting table that simply records the fields you need to project cash flow, budget, estimates, etc.
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Re: Copying an Opportunity
Posted: 08 May 07 6:54 AM
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fiogf49gjkf0d We track each opportunity plus we also added a cost field to each product. Without the cost how can you know what you're profit is? I never understood why SLX never included product cost. Knowing the history, what stage/step, contacts, etc.. for an opportunity is necessary.
Actually, I think enabling the opportunity_product.estimatedclose date field would be better for spreading out the total amount of an opportunity. For example, one opportunity would have 12 line items entered (all the same product) but different estimatedclose dates. The problem here is that the built-in estimatedclose date field was removed during the SLX 6.0 to 6.2.1 upgrade. So just because we'd be using a 'deprecated' field would be iffy if SLX decided to removed it altogether... which I would doubt.. but its still likely.
An alternative method would be to add some fields at the product level that would indicate the line item cost/price is to be spread out over a period of time. This gets complicated and for a sales rep too involved to want to deal with (I know because this method was tried before we implemented SLX)
The copy opportunity method is something the sales reps here have been asking for as well. So its probable that would be the better path to go. There are reason other than just forecasting where you would want to copy an opportunity.
John G.
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Re: Copying an Opportunity
Posted: 08 May 07 7:07 AM
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fiogf49gjkf0d We simply add fields to opportunity product and be done with it.....
Never have used SLX for an accounting system.....profit isn't Retail - 'Cost'.....Costs change......if you are using Standard Cost and changing it once a year you can store cost up in Product or a Product Cost table hanging off of Product.
For your situation, I'd add a one to many table off of Opportunity /OppProduct and store the monthly Sales $, Cost, Profit, Month/Year, etc. in that table. if you skip a month or 6 so be it....if it goes into next year or 5 years from now so be it.
I've always felt that Opportunities have a life cycle....eventually they are closed and become a history record of the deal.
Cash flow and future income forecasts are more a province of your accounting system or another table (Account_Sales , AccountProduct_Sales ?).
IMHO copying DaysInPipeline, DateOpened, Description, Primary Opportunity Contact, History RecordSSS et al 500 times is not the answer. |
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