Opportunities: change default Estimated Close Date

Question

All,

A new opportunity defaults the Estimated Close Date to @Today. My sales team has asked me to default this to @Today + 14 (ie, two weeks).

So I went here --

And created this --

I was going to change it here, but instead, Google Gemini recommended adding this C# file to a customization project:

using PX.Data;
using System;

namespace MyCustomizationProject
{
    public class CROpportunityExt : PXCacheExtension<PX.Objects.CR.CROpportunity>
    {
        #region UsrMyEstimatedCloseDate
        [PXDBDate(BqlField = typeof(PX.Objects.CR.CROpportunity.closeDate))] // Corrected to use base field's BqlField
        [PXDefault(typeof(CROpportunityExt.GetDefaultCloseDate), PersistingCheck = PXPersistingCheck.Nothing)] // Use a custom method for the default value
        [PXMassUpdatableField]
        [PXUIField(DisplayName = "Estimated Close Date", Visibility = PXUIVisibility.SelectorVisible)]
        public virtual DateTime? UsrMyEstimatedCloseDate { get; set; }
        public abstract class usrMyEstimatedCloseDate : PX.Data.BQL.BqlDateTime.Field<usrMyEstimatedCloseDate> { }

        // Custom method to calculate the default close date
        public class GetDefaultCloseDate : PX.Data.BQL.BqlMethod.WithParameters<PX.Objects.GL.DAC.Branch.branchID>
        {
            public override object Evaluate(PXCache cache, object item, params object[] parameters)
            {
                return PXTimeZoneInfo.Today.AddDays(14);
            }
        }
        #endregion
    }
}

Are either of these methods close to doing what I need to achieve?

darylbowman · Accepted Answer

...would I go into the project editor and add the code to the CODE section on the left?

If so, what Class Name would I give it?

Yes, but I would change the File Template in the dialog to ‘Graph Extension’ and find the OpportunityMaint extension:

Then use the FieldDefaulting event handler to change the default value:

public class OpportunityMaint_Extension : PXGraphExtension<OpportunityMaint>
{
    protected virtual void _(Events.FieldDefaulting<CROpportunity, CROpportunity.closeDate> e, PXFieldDefaulting b)
    {
        b?.Invoke(e.Cache, e.Args);

        CROpportunity row = e.Row;
        if (row is null) return;

        e.NewValue = PXTimeZoneInfo.Today.AddDays(14);
        e.Cancel = true;
    }
}

You could also accomplish this with workflow, but this is probably easier😉

swartzfeger · Answer

...would I go into the project editor and add the code to the CODE section on the left?

If so, what Class Name would I give it?

Yes, but I would change the File Template in the dialog to ‘Graph Extension’ and find the OpportunityMaint extension:

Then use the FieldDefaulting event handler to change the default value:

public class OpportunityMaint_Extension : PXGraphExtension<OpportunityMaint>
{
    protected virtual void _(Events.FieldDefaulting<CROpportunity, CROpportunity.closeDate> e, PXFieldDefaulting b)
    {
        b?.Invoke(e.Cache, e.Args);

        CROpportunity row = e.Row;
        if (row is null) return;

        e.NewValue = PXTimeZoneInfo.Today.AddDays(14);
        e.Cancel = true;
    }
}

You could also accomplish this with workflow, but this is probably easier😉

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