Revise existing opportunities after an upgrade
Run a scheduled job to modify older opportunities so they can support parent-child opportunity line items.
Antes de Iniciar
Role required: admin
Por Que e Quando Desempenhar Esta Tarefa
The scheduled job helps update opportunity lines on the opportunities created on or before the Yokohama Q1 release. From Yokohama Q2 release onward, the opportunity lines follow a hierarchical parent-child structure. The hierarchy is achieved by adding new fields on an opportunity line and affects the pricing functionality. For the existing lines to incorporate the updated pricing functionality, the newly added fields must be populated and the hierarchical structure must be in place.
Procedimento
Resultado
The scheduled job updates the open opportunities (not in any of the closed stages). The job works differently for opportunities that are synced to Quote than the ones that aren't.
Exemplo
- The scheduled job updates the newly added Top Opportunity Line Item and Product Specification fields for all the opportunity lines.
- If a complex product offering has a child offering, the job creates child opportunity lines under the parent line. Newly created child lines contain correct values populated for the newly added fields.
- A subsequent pricing call is made to populate pricing fields for all the lines in the hierarchy.
For open, synced opportunities:
- A scheduled job updates the newly added Top Opportunity Line Item field for all the opportunity lines.
- The Product Specification field, new hierarchy, and pricing fields for this line are updated only if any change is done on the corresponding synced quote line.