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Calculate Revenue on Deals From Bookkeeping Records

Calculate Revenue on Deals From Bookkeeping Records gives you the opportunity to adjust whether the Est. Revenue field in the Deal window will be calculated from bookkeeping records (only the Issued Proposal type with marked Active check box) that are related to the deal. For example, if the deal is related to a proposal you sent to your business partner, the bookkeeping record price will be immediately reflected in the deal revenue. Setting is applied on all deals regardless their status.

Double-clicking Calculate Revenue on Deals From Bookkeeping Records in the list will bring up the Global Setting card.

Field on Global Setting Detail

If the check box is marked, the function is turned on and all active Issued Proposal bookkeeping record related to the deal are calculated to the Est. Revenue field in the Deal window. Whether there are existing relations to bookkeeping records and a deal before turning this function on, even these existing records will be calculated in the Est. Revenue field.

If the check box is not marked, the function is disabled and bookkeeping records won't be calculated in the Est. Revenue field of any deal.

If the function is turned on, the field that is used for automatic summarization cannot be edited.

Clicking OK in the lower part of the Global Setting card saves changes and closes the card. If you wish to close the Global Setting card without saving any changes, click Cancel.