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Journeyman
Posted
It seems that an opportunity has no actual estimate to speak of from a code point of view until the user has done an export (printed, sent to email, saved as pdf, whatever).

Let's say we have gotten a bunch of opportunities, and those opportunities have all had an estimate created (but not exported, ie there is no Estimate object in the activity list). Assuming we are on CurrOpp looping through SomeOpps:

currEstimates := CurrOpp estimates.
currEstimatesCount := currEstimates count.

currEstimates is nil, and count is 0, until the user does some sort of export.

Even if you were to get an array of Estimate by qualifying on the estimate's opportunityID, you will still get nil.

Is there any way to get around this? I am working with a client who is tracking projected opportunity sales, but certainly doesn't want to do any kind of export just so we can get the estimate data in report form.. I know I can show a Total, but that isn't the problem - the problem is building an array of Opps who have an estimate in the first place.

Thanks!
-E
 
Posts: 96 | Location: San Francisco | Registered: June 22, 2006Reply With QuoteEdit or Delete MessageReport This Post
Marketcircle Team
Picture of Oscar
Posted Hide Post
Hi Eric,

For the client would there be any reason for an estimate that has a total of $0 dollars to exist? If not then you can say grab all estimates that have a total greater than 0.

What you can also do is check to see if there are line items in the estimate. If there aren't any then there are no estimates for the opportunity.
 
Posts: 495 | Location: Toronto | Registered: February 20, 2007Reply With QuoteEdit or Delete MessageReport This Post
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