http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/12693.aspxFri, 08 Jun 2012 18:51:17 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:12693Method_Ted0http://forums.method.me/cs/forums/thread/12693.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=12693<p>&nbsp;</p> <p>@AutumnW</p> <div><BLOCKQUOTE><div><img src="/cs/Themes/methodtheme/images/icon-quote.gif"> <strong>AutumnW:</strong></div><div>My real question is: How do the amounts from Estimates &amp; Opportunities relate to each other, if at all?&nbsp;</div></BLOCKQUOTE></div> <div></div> <div></div> <div>Currently, there is no relationship between the amounts within the Opportunity and an Estimate of the same customer.</div> <div></div> <div><BLOCKQUOTE><div><img src="/cs/Themes/methodtheme/images/icon-quote.gif"> <strong>AutumnW:</strong></div><div>Ideally, after I create an estimate and assign an opportunity, I&#39;d like the opportunity to reflect the estimate amount. Is that a built in function in newer screens, or possible for me to set up through customization?</div></BLOCKQUOTE></div> <div></div> <div> <div>Yes, with customization you can create actions to update the Opportunity amount with an Estimate that was provided to your client. I would recommend that you add these actions to the Opportunity field on the Estimate screen. Once an Opportunity is attached to the estimate then the actions will change the amount in the Opportunity that will reflect the change.</div> </div> <div></div> <div>Please let me know if I can be of further assistance.</div> <div></div> <div></div> <p>&nbsp;</p>http://forums.method.me/cs/forums/thread/12676.aspxThu, 07 Jun 2012 19:05:43 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:12676AutumnW0http://forums.method.me/cs/forums/thread/12676.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=12676<p>If I create an opportunity listing an amount of $100, then create an estimate for $200 and attach it to the opportunity, does it have any effect on the opportunity amount, or visa versa? I&#39;m not showing that it does, but I&#39;m also using an outdated screen.&nbsp;</p> <p>My real question is: How do the amounts from Estimates &amp; Opportunities relate to each other, if at all?&nbsp;</p> <p>Assuming they are unrelated, as it appears, is there any other way to account for a discrepancy between the two? Currently, if I want an accurate picture in my pipeline, I need to update the opportunity amount field if it changes while preparing/creating an estimate. Although, maybe that&#39;s intentional, because the opportunity stage needs to be updated as well?</p> <p>Ideally, after I create an estimate and assign an opportunity, I&#39;d like the opportunity to reflect the estimate amount. Is that a built in function in newer screens, or possible for me to set up through customization?</p> <p>Another option would be to create an estimate directly from an opportunity, but that seems like a lot more work.</p>