Empty Realised Sales (Opportunity object) | - The
Empty_Realized_Sales__c flag is used to indicate whether there is a lack of realized sales data for a specific quarter and year. - The batch process checks the associated
Opportunity_realized_sales__c records of each Opportunity. - If it finds that these records are missing or contain null values for the
Realized_Sales__c field for the specified period (check date*), it sets the Empty_Realized_Sales__c field to true. - If valid sales data is found later, the flag is reset to
false.
This process ensures that Opportunities are correctly flagged if they have no realized sales data for a given period, allowing users to identify and take action on those opportunities. *Check Date is set to the first day of a quarter based on the current date to check if the opportunity has the required sales data for that quarter. |