Using Default # Schedules Functionality

If you have configured the Default # Schedules on your Products, then the functionality works as follows:

 

Standard Add Products Page

  • If you leave the # Schedules field blank on the Opportunity Product, the system will:
  • Use the default value from the Product to generate the schedules.
  • Populate the # Schedules field accordingly on the Opportunity Product.
  • If you enter a value in the # Schedules field, that value will be used to generate the schedules instead of the Product default.

 

Standard Edit Products Page

  • If the user clears the # Schedules field, all associated schedules for that Opportunity Product will be deleted.
  • If the user changes the value in the # Schedules field, the existing schedules will be adjusted to match the new value entered.

 

Using the Edit Schedules LWC

On Creation:

  • When the user reaches the page with the editable # Schedules field, it will be prepopulated with the default value from the Product.
  • Upon saving:
    • If left unchanged, the default number of schedules will be created.
    • If updated, schedules will be created based on the new value.
    • If cleared, no schedules will be created.

On Edit:

  • The # Schedules field should display the current value from the Opportunity Product. If the user modifies this value, the schedules will be updated to match.
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