Home | Forums | Contact | Search | Syndication  
 
 [login] [create account]   Saturday, June 28, 2025 
 
slxdeveloper.com Community Forums  
   
The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!
 Web Forums - SalesLogix Web Platform & Application Architect
Forum to discuss the use of the SalesLogix Web Platform, Client and Customer Portals, and the Application Architect (For version 7.2 and higher only). View the code of conduct for posting guidelines.
Forums RSS Feed


 Back to Forum List | Back to SalesLogix Web Platform & Application Architect | New ThreadView:  Search:  
 Author  Thread: Default Value Chnage for Closed - Won and Closed -Lost Opportunities
RJ Eaton
Posts: 234
 
Default Value Chnage for Closed - Won and Closed -Lost OpportunitiesYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 13 Jun 12 3:23 PM
fiogf49gjkf0d

Our company works mostly off of a net revenue number for opportunties. While the gross number is important I need to capture the actual close value in net terms. Currently the form opens and the Actual Amount is populated with the Salespotential.

I have been trying to find where this is coming from.. does anyone have an idea of where I can look to find how this is being populated, so I can change it to represent the new number.


I tried to add code to the Onload event changing the text property to 0 which worked fine however if it was saved it reverted to the salespotential.


Thanks

[Reply][Quote]
Lane
Posts: 121
 
Re: Default Value Chnage for Closed - Won and Closed -Lost OpportunitiesYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 13 Jun 12 4:20 PM
fiogf49gjkf0d

If you look at the opportuunity object itself and specifically the properties you will see some are code properties.


This is one way that it can be done, but it isn't a stored DB field, just an entity field (sdata can see it not the db).


Another option is to add a new field in the db and then add On?????? events to calculate the value as needed.

[Reply][Quote]
RJ Samp
Posts: 973
Top 10 forum poster: 973 posts
 
Re: Default Value Chnage for Closed - Won and Closed -Lost OpportunitiesYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 14 Jun 12 9:24 AM
fiogf49gjkf0d

You mean like the SLX business rule? Add your own business rule after their's during the on open of the Close Opportunity form and populate whatever number you want.....we often have to distribute cash flow numbers over months for a deal....just because you make a $100,000 sale in June doesn't meant that the number is 100% of that value in July.....

[Reply][Quote]
RJ Eaton
Posts: 234
 
Re: Default Value Chnage for Closed - Won and Closed -Lost OpportunitiesYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 14 Jun 12 12:00 PM
fiogf49gjkf0d

THanks everyone, we already had field in database and calculations were made to get netrevenue numbers, the issue was SLX was populating the ActualClose Amount with the Salespotential number amd there was no code in the OnLoad function of the form.


I added code to change the text property of the control and then set the entity property to the value I needed, was easy enough solution the hard part was trying to ensure that while I added this code somehow my vlaues would be overwritten because Sage was working with that default value but it doesn't appear that way.


 


Thanks for the help


 

[Reply][Quote]
 Page 1 of 1 
  You can subscribe to receive a daily forum digest in your user profile. View the site code of conduct for posting guidelines.

   Forum RSS Feed - Subscribe to the forum RSS feed to keep on top of the latest forum activity!
 

 
 slxdeveloper.com is brought to you courtesy of Ryan Farley & Customer FX Corporation.
 This site, and all contents herein, are Copyright © 2025 Customer FX Corporation. The information and opinions expressed here are not endorsed by Sage Software.

code of conduct | Subscribe to the slxdeveloper.com Latest Article RSS feed
   
 
page cache (param): 6/28/2025 12:26:20 AM