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One feature included in SugarCRM 7.6 is the ability to make Revenue Line Items optional for an opportunity. For certain businesses, opportunities are not to be subdivided and managed by lines of business. In this case, revenue line items are not desired. In Enterprise or Ultimate versions of SugarCRM (which are the only versions containing Revenue Line Items), at least one revenue line item is required per opportunity prior to version 7.6. This would require users to enter additional data in the Revenue Line Items Module in order to save an opportunity or have custom code created to do this automatically. SugarCRM 7.6 now resolves this issue.
Administrators can control the use of Revenue Line Items in the new Opportunities Settings Feature in Administrator as seen in Figure I.
Figure I: Opportunities Settings
In the new Opportunity Settings Feature, an Administrator can set the Opportunities Hierarchy to be Opportunities or Opportunities and Revenue Line Items as seen in Figure II.
Figure II: Opportunities Hierarchy Setting
If the Opportunity Hierarchy is set to Opportunities, then the following will occur:
If the Opportunity Hierarchy is set to Opportunities and Revenue Line Items, then the following will occur:
This new option released in SugarCRM 7.6 allows the opportunity hierarchy to be configured to suit the business needs for Enterprise or Ultimate implementations. For upgraded systems, Administrator must be aware that changing the Opportunities Hierarchy to Opportunities will have irreversible consequences to Revenue Line Items and Forecasting will have to be reconfigured. This is a nice option that will expand the use of opportunities for various businesses.