opp stage Pledged should show $0 total paid by default

[mscholtz]

Currently Total Paid evaluates = Amount by default for any Won opp stage, unless you create installments. That worked great in the past, but now that we have a dedicated Pledged stage, it should work differently IMHO.

I propose:

• Total paid continues to work the same for all Won stages besides Pledged and Pledged, Not Thanked
• For Pledged stages, Total Paid evaluates to $0 by default, unless installments exist

In the scenario where a donor initially agrees to make a pledge, but hasn't yet decided on a payment schedule, this would allow a user to put the opp into a Pledged stage for the time being, without adding installments, and have SF evaluate the situation correctly (committed but not paid). Then once a schedule is determined, the user can add the installments. (Or if the donor unexpectedly pays it all off, just switch it to Closed Won.)

[greenstork]

Agree with this change.

The larger question here is should we continue with hidden mirror payments, which have created confusion in the past. I'm not saying that we shouldn't have mirror payments that get created automatically and kept in sync, but perhaps consider not hiding them from the user. This does open up new issues, like what do we do to the opp amount when a user edits a single payment, but maybe Evan's new payment code just keeps them in sync with opp amount now, I can't remember.

[mscholtz]

I'm in favor of keeping the mirror payments hidden. I think it's considerably less confusing to only see them when you want to run a report, than it is to see them all the time on the opp record, even when you've not created a payment schedule.

If we did make them visible we would have to worry about keeping more than the amount in sync. If user tried to change the Paid or Written Off checkboxes manually that could cause problems as well. Or even the date field. All of that is kept in sync currently.

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Matthew Scholtz
CRM Consultant
matthew@groundwire.org
206.286.1235x27

Engagement technology for social and environmental change.

http://www.groundwire.org

-----Original Message-----
From: Dave Manelski [mailto:reply+i-2531292-
a23a81b7f05e5b4a70c5faf9408b10ce839b217b-931031@reply.github.com]
Sent: Tuesday, December 13, 2011 10:11 PM
To: Matthew Scholtz
Subject: Re: [GWBase] opp stage Pledged should show $0 total paid by
default (#30)

Agree with this change.

The larger question here is should we continue with hidden mirror payments,
which have created confusion in the past. I'm not saying that we shouldn't
have mirror payments that get created automatically and kept in sync, but
perhaps consider not hiding them from the user. This does open up new
issues, like what do we do to the opp amount when a user edits a single
payment, but maybe Evan's new payment code just keeps them in sync with
opp amount now, I can't remember.

---

Reply to this email directly or view it on GitHub:
#30 (comment)