A price value can be setup for the F2 Lookup list of Products which applies to Forecasts/Sales and Opportunities.

Version 1

    Details

    A price value can be setup for the F2 Lookup list of Products which applies to Forecasts/Sales and Opportunities.


    [STEPS TO PREPARE]
    1. With master rights (not necessary but F2 Lookup might be already restricted for adding values)
    2. Browse to a Test contact record
    3. Complete >> Sale
    4. F2 into the Product F2 Lookup
    5. Button New
    - Use the following format to setup a price value for a product >> Product name // numerical value further description
    6. For example LH7XY // 51568 Motor XY or  RH6AB // 125348.85 Robot AB
    7. Cancel





    Resolution

    [STEPS AND RESULTS]
    1. Schedule >> Sale
    2. Make sure that the Price  and Amount is shown as 0.00
    3. Open the F2 Lookup List and select any of the above setup F2 Lookup values for example LH7XZ
    4. Verify the Price and Amount information
    >> RESULT: The numerical value in the description part (first part) of the F2 Lookup value is treated to be the Price for a single unit and applied to the forecast

     

    Additional Notes:
    - the same applies when changing a Forecast >> via right Click >> Edit on an existing Forecast/Scheduled Sale

    >>


    - The same applies when completing a Sale



    - The same applies when editing a completed Sale >> via right Click >> Edit on an existing Completed Sale

    >>


    - The same applies when creating an Opportunity



    - The same applies when changing an Opportunity via Right Click >> Edit on the Opportunity
    >>


    - This will not work when changing the Product Name in the detail view of the Opportunity


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