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Add Months In Close Date (Doc ID 2523064.1)

Last updated on DECEMBER 22, 2020

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.13.19.01.0 and later
Information in this document applies to any platform.

Goal

On : 11.13.19.01.0 version, Opportunities

Add months in close date

Requirement is to add number of months in opportunity close date whenever renewal opportunity is created.

Current process:
If opportunity type = Renewal & Status = won & Sales Stage = closed , new renewal opportunity will be created but with close date = Prev Opty Close date + 30 days.

We wanted to build the functionality based on below custom logic :

we have one custom field "Contract Length"
If Contract Length is not null then Close date should be Prev Opty Close date + (Contract Length value -1)

If Contract length is null then Close date should be Prev Opty Close date + 11 months

This Logic is getting overridden by the Default close date set in the profile option. why?
 

Solution

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In this Document
Goal
Solution
References


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