Stop the update of Opportunity Close date when set to Won?lost

[vignesh_karuppasamy]

Hello Experts,

In Opportunity Object, Close Date is set to Today's data when the Opportunity custom status is changed, in our status configuration the custom status are linked to either Won or Lost.

As per the KBA - https://userapps.support.sap.com/sap/support/knowledge/en/1925772, this is expected behavior as per standard. When the Opportunity is set to WON/LOST, then the close date will get updated automatically.

But, in our process we want to have the dates as entered by user even the Opportunity is closed. Please suggest a solution to overcome the standard system behavior.

Thanks in Advance...!

Best Regards,

Vignesh Karuppasamy

[RonRas]

Hi Vignesh,

our solution:

We added an additional field "Close Date". This date will be manually added by the users at the end of the opportunity process.

As per Workflow definition the "Close date" will be synced with the standard "expected close date" as long as the Opportunity is in process. Closing the Opportunity (won or lost) will update the Close date once and can be updated later on again.

Best regards

Ronald

[vignesh_karuppasamy]

Hi Ronald,

Thanks a lot for the feedback...!

But in our scenario, we are using the Revenue split as well and we have additional logic to stop saving without retriggeting of Revenue split. Hence, i feel this option might not fit for us.

Thank you...!