Field Description 

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.