Loading

Hyphen in an 'Opportunities with Products and Schedules' report

Date de publication: Oct 13, 2022
Description

In some cases, a hyphen or dash (-) may appear in reports based on the Opportunities with Products and Schedules report type.  This symbol will appear within the Schedule Quantity or Schedule Amount fields.  

Résolution

When you run an Opportunities with Products and Schedules report, you expect to see a listing of each scheduled line item for each product on the opportunity in order to determine how many scheduled shipments you have in a certain time period. In some cases, users might see a hyphen or dash within the Schedule Quantity or Schedule Amount fields.

If the hyphen appears in the quantity field, this generally occurs when the organization DOES NOT have quantity scheduling enabled, and it is assumed that the products were delivered on the close date.  

The report behaves with each row totaled.  If there was not a hyphen/dash, the quantity would have to show up for every month. The total quantity would then be multiplied by the number of months during which a scheduled amount was received.  This would lead to incorrect report results.

For example:

An opportunity for a product quantity of 5 and has the revenue schedule for 01/09/2013, 01/10/2013, and 01/11/2013 of $100 each date

Because the report type is Opportunities with Products and Schedules, the report will display 1 row for each schedule date, the report would look like this;

Schedule DateSchedule QuantitySchedule Amount
01/09/20135$100
01/10/20135$100
01/11/20135$100

 

With this report, one would expect the total schedule quantity to be 15, not 5.


To correct this, Salesforce will add 1 row Schedule Quantity and the rows for the schedule amount have blank quantities.

The report will look like this;

 

Schedule DateSchedule QuantitySchedule Amount
01/09/20135-
01/09/2013-$100
01/10/2013-$100
01/11/2013-$100


 

The result of the totals is expected behavior.

Note: The same logic can be applied if the hyphen appears in the amount field.  

Numéro d’article de la base de connaissances

000385430

 
Chargement
Salesforce Help | Article