Hi everyone,
I’m working on a Generic Inquiry (GI) to build a sales pipeline for the last 3 months, mainly based on sales opportunities.
The requirement has a couple of scenarios, and I’m a bit stuck on how to structure the logic.
Scenario 1 – Opportunities without quotes
If an opportunity does not have any quote, then I need to consider:
- opportunities with an estimated close date within the last 3 months
- along with the stock item and quantity
Scenario 2 – Opportunities with quotes
If an opportunity has quotes:
- there can be multiple quotes, but I only want to consider the primary quote
- in this case, I want to use the quote date (not the opportunity date)
Here’s the tricky part:
An opportunity might be older than 3 months
But it could have a recent primary quote (within last 3 months)
Here’s the tricky part:
- An opportunity might be older than 3 months
- But it could have a recent primary quote (within last 3 months)
In this case, I still need to include that opportunity in the pipeline.
However, if I apply the filter only on the opportunity date, I miss these details.
Required logic (summary)
- If no quote exists → use opportunity date (within 3 months)
- If a primary quote exists → use quote date (within 3 months)
- Include both scenarios in the same result
In the below scenario, I do not want to show the yellow lines, as they are not primary quote details.
What I tried
I tried to build this logic in a single GI, but I’m struggling to handle the two different date conditions (Opportunity date and Quote date) properly.
As an alternative, I’m thinking:
- Create two separate GIs:
- Opportunities with quotes
- Opportunities without quotes
- Then combine them into a single GI
Question
Has anyone implemented something similar or have suggestions on:
- handling this dual date logic in one GI, or
- whether splitting into two GIs is a better approach?
I’ve attached my GI.
Thank you