The following describes a functionality that is implemented in the system.
User Story ID | 10776 |
User Story Name | Separate Totals for Products and Services in PABS Opportunities |
Overview | To implement this functionality, two new calculated fields were added to the Opportunity entity: one to sum the total amount of products and another to sum the total amount of services (projects). These fields automatically calculate and display the respective totals based on the related records, allowing sales users to easily view the breakdown of amounts without performing manual calculations. |
How to Use it | O uses this functionality, open the PABS app and access an Opportunity record. Then, select the Opportunity Lines tab, where the system automatically displays the total amount of products and services (projects) based on the related line items. |