opportunities with quarter preview payment

đź’¬ General Discussion
1

Hi!
I am using SuiteCRM with Opportunities/Account/Contact module …so far!
I need to track in which Quarter/Year we preview to cash the opportunity. For Example
Opportunity Hotel Astoria we think to get 100K in 1st Quarter 2019 and 150 in 1st Quarter 2020
The Amount in Opportunity Header (is the sum of the 2 …it means 250K)

Actually I add a new module related to Opportunity which is called Opportunity Amount and where I can add a record with Quarter | Year | Amount | Note
and a Workflow that update the Amount of the Opportunity in Header when a user add a new record on this module (or modify).

Do you have some better or native easy fast Idea?

With my solution I have some problem in Report “Groupby” that doesnt work very well …and I think there should be some maybe better solution
Thanks for helps

Mirco

2

Hi,
You can use after save hook in Opportunity Amount module and the amount can be added in Opportunity module after each new amount entry.

Thanks

3

I mean you have to do some coding. There is no default feature to do that.

Thanks