Customer Engagement & Dynamics CRM Forum

We have a request to split out the revenue on an opportunity to capture 2 or more different funding methods.  ASO and Non-Refund with a possibility of a third.  As it stands, these are currently being handled by adding separate Opportunities for each funding method as Funding method is a dropdown option. However, they now want 1 opportunity to capture multiple funding methods per opportunity. Here is how I was thinking of doing it:

Add 4 new fields (I'd like to keep existing Est. Rev and Actual Rev the same as they may not always have a split + I don't want to mess with the historical data, existing dashboards, views, etc).

1) ASO Est. Revenue
2) ASO Actual Revenue

3) Non-Refund Est. Revenue
4) Non-Refund Actual Revenue

Use business rules to hide and show fields based on a trigger option.

The Close As Prompts - is it possible to modify them to add a new field? OR is it just easier to create a workflow to close the opportunity when the user chooses a specific prompt.
We currently have a field called Oppty Status which allows the user to identify their end result.  I have it set that when an opportunity is Close as Won, oppty status automatically flips to Closed-Sold and if Close As Lost, it flips to Closed-Dead.  I could use  similar workflow so that when the user updates the oppty status, it automatically closes the opportunity by passing the close as prompters. If I go this route, is it possible to hide the Close As buttons on the opportunity so I can ensure the users don't use them?

Other work to be done would be:

Update goal metrics to make sure new fields are captured under proper parent and child goals targets

Add or update existing views to capture changes.

Has anyone done something like this before?
All feedback is welcome.

Thanks in advance!

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Cara McCulloch
Green Shield Canada
Windsor ON
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Cara

My only suggestion is to use js instead of business rules. You get more flexibility with js.

Also considering the fact that

"So what is happening here? The logic defined in the Business Rule is translated into JavaScript and applied to the form so that rules are checked both when the form loads and during the field's OnChange event." 

CRM 2013 Business Rules vs. JavaScript - Who Wins?

Might as well learn js and skip the "translation".

Cheers!

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Rex Kenley Tan, MCP
Tallmadge OH
https://www.youracclaim.com/users/rex-kenley-tan

*Always be CURRENT with JavaScript & C#, NEVER be obsolete.

DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
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Original Message:
Sent: 12-04-2018 09:15 AM
From: Cara McCulloch
Subject: 2 types of revenue in 1 Opportunity -

We have a request to split out the revenue on an opportunity to capture 2 or more different funding methods.  ASO and Non-Refund with a possibility of a third.  As it stands, these are currently being handled by adding separate Opportunities for each funding method as Funding method is a dropdown option. However, they now want 1 opportunity to capture multiple funding methods per opportunity. Here is how I was thinking of doing it:

Add 4 new fields (I'd like to keep existing Est. Rev and Actual Rev the same as they may not always have a split + I don't want to mess with the historical data, existing dashboards, views, etc).

1) ASO Est. Revenue
2) ASO Actual Revenue

3) Non-Refund Est. Revenue
4) Non-Refund Actual Revenue

Use business rules to hide and show fields based on a trigger option.

The Close As Prompts - is it possible to modify them to add a new field? OR is it just easier to create a workflow to close the opportunity when the user chooses a specific prompt.
We currently have a field called Oppty Status which allows the user to identify their end result.  I have it set that when an opportunity is Close as Won, oppty status automatically flips to Closed-Sold and if Close As Lost, it flips to Closed-Dead.  I could use  similar workflow so that when the user updates the oppty status, it automatically closes the opportunity by passing the close as prompters. If I go this route, is it possible to hide the Close As buttons on the opportunity so I can ensure the users don't use them?

Other work to be done would be:

Update goal metrics to make sure new fields are captured under proper parent and child goals targets

Add or update existing views to capture changes.

Has anyone done something like this before?
All feedback is welcome.

Thanks in advance!

------------------------------
Cara McCulloch
Green Shield Canada
Windsor ON
------------------------------