Default Expected End date in Opportunity

[Former Member]

Hi,

We are working in CRM 5.0.

Is it possible to default the expected end date of Opportunity (say 4 weeks from date of creation)? I have checked in Date Profile, Date Types, Rules and Duration but unable to locate the correct date type for opportunity expected end date.

The same provision is available for Lead with Lead start and End Dates.

Helpful answers will be rewarded.

Regards,

J.Prabananth

[Former Member · Accepted solution]

Hi Prabhanth,

to default the expected end date to 4 weeks from the date of creation, u will have to make use of date rules.

In ur date profile, to the date type assign this rule which will calculate the date +4 weeks.

Regards,

Shalini Chauhan

[Former Member]

Hi Prabhanath,

You date rule should look like this

(you can copy rule SRV0002 and make the required changes)

<?xml version="1.0"?>

<SAPTimeRule>

<TimeRuleTree>

<!-- Begin of Rule Tree -->

<ruleline>

<!-- Begin of new LINE -->

<AssignTimeExp displaytype="AssignTime">

<!-- Assign time -->

<VarTimeExp displayType="VarTime"

name="RESULT"

position="B">

<!-- Variable: Time -->

</VarTimeExp>

<MoveTimeExp displaytype="MoveTime" direction="+">

<!-- Move -->

<VarTimeExp displayType="VarTime"

name="<b>CONTEND</b>"

position="B">

<!-- Variable: Time -->

</VarTimeExp>

<ConstDuraExp displaytype="ConstDura"

<b>duration="<b>30</b>" timeunit="<b>DAY</b>"></b> <!-- Constant Duration -->

<VarObjectExp displaytype="VarObject"

name="SYSTEM"/>

<!-- Variable: Timeobject -->

</ConstDuraExp>

</MoveTimeExp>

</AssignTimeExp>

</ruleline>

</TimeRuleTree>

</SAPTimeRule>

<b>Instead of CONTEND put the date type being used for creation date.

( incase u don't have a date type for craetion date: create one and assign rule TODAYTIME)</b>

b]duration="<b>30</b>" timeunit="<b>DAY</b>"></b>

here put the duartion like 28 or wahtever u wish to have.

This should help.

Regards,

Shalini Chauhan

[Former Member]

Hi Shalini,

Thanks for your reply.

But the problem is there is no specific Date Type for Opportunity Close Date.

It would be helpful if you can inform if there is a stanadard Date Type for Opportunity Close date.

Regards,

J.Prabananth

[Former Member]

Hi Prabananth,

1. Create a date type for opportunity close date. Put the milestone and date profile tick.

2. Add this date type in ur date profile along with the rule.

Regards,

Shalini Chauhan