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author's profile photo Sandico Mark
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Sandico Mark

Date defaults (open, close, revenue start, revenue end)

Posted on Apr 10, 2018 at 07:58 PM 829 Views

Hi All,

I think i've seen this somewhere in C4C Business Configuration (or elsewhere), but is there a way to configure the default dates for these fields in an opportunity?

  • Start Date– day entered into C4C
  • Close Date – set default to 3 months from start
  • Revenue Start Date – set default to 3 months after Close Date
  • Revenue End Date – set default to 12 months after Revenue Start

Thanks in advance

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5 Answers

  • Best Answer
    author's profile photo Amit Kumar
    Amit Kumar
    Posted on Apr 14, 2018 at 04:45 PM
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    We don't have date profile for expected revenue start/end date. Creation date/Today's date is consider for Expected Revenue Start Date or Expected Revenue End Date - Value can be manually change.

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  • author's profile photo Guenter Wilmer
    Guenter Wilmer
    Posted on Apr 11, 2018 at 06:46 AM
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    In fine-tuning activity Date Profiles you can default the opportunity validity only.

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  • author's profile photo Siraj Saibudeen
    Siraj Saibudeen
    Posted on Apr 11, 2018 at 01:17 PM
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    Hi,

    You can try to customize this using Field-Update workflow rules.

    Regards,

    Siraj

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  • author's profile photo Amit Kumar
    Amit Kumar
    Posted on Apr 11, 2018 at 07:41 PM
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    Hi,

    Business Configuration -> Open activity list -> Fin-tune activity -> Activity : Date Profiles - Opportunities

    Opportunity Validity = Creation date + Number of Days, whatever you number maintain here, it will be applicable in opportunity Start date and Close date.

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    • Sandico Mark
      Apr 12, 2018 at 05:57 PM

      Thanks, are there any configuration items i can do to configure the Expected Revenue Start Date or Expected Revenue End Date (as per logic above)? I know Gunter replied otherwise, just leaving it out there for another day or so, then ill close this thread.

  • author's profile photo kamalika Barua
    kamalika Barua
    Posted on Oct 30, 2019 at 09:43 PM
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    Any solution to this short of SDK?

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