Community
Showing results for 
Search instead for 
Do you mean 
Reply

Actual Close Date Locks Total Value

New Member
Posts: 2
Country: United_Kingdom

Actual Close Date Locks Total Value

It would appear that when a Opportunity is closed won that ACT will auto-populate the Actual Close Date field which is good.

 

However, if during the delivery activities a customer amend the requirements to be able to change the total the Opportunity needs to be changed back to open so the Products/Services values can be amended and then the opportunity closed as won. However, Act will then update the Won date to the day the record was closed won again so users need to remember to go back and change the date manually.

 

My question is, is there a way to be either:

 

- Amend the product/services while the opportunity is in Closed Won status 

- Stop the overwriting of dates previously calculated in the Actual Close Date field

 

 

 

Silver Contributor
Posts: 1,779
Country: United_Kingdom

Re: Actual Close Date Locks Total Value

The short answer is no. They are internal system and calculating fields so cannot have their behaviour changed.

 

You could add an extra field Won Date plus 2 new stages of won and delivered but that seems more hassle than your work around.

New Member
Posts: 2
Country: United_Kingdom

Re: Actual Close Date Locks Total Value

Thanks ch1p

Best solution would be for the act system not to lock out the Product/Services from editing when opportunity is Closed Won, that way prices and costs can be updated following delivery of the project to reflect actual.
Nickel Super Contributor
Posts: 439
Country: Germany

Re: Actual Close Date Locks Total Value

Think about what you are asking for: This would be like you want your ERP system being able to change an invoice after the sale was closed without leaving a trace of it in the system.
Correct business logic of ACT! here, nothing else.
ch1p points out a feasible way here.
Andreas Schlesselmann
Melville-Schellmann GbR
Germany
www.melville-schellmann.de