Groundwire/GWBase — Issue #30: opp stage Pledged should show $0 total paid by default
Author: mscholtz
Created: 2011-12-13 00:55:22+00:00
State: open
Labels: Idea

Currently Total Paid evaluates = Amount by default for any Won opp stage, unless you create installments. That worked great in the past, but now that we have a dedicated Pledged stage, it should work differently IMHO.

I propose:
* Total paid continues to work the same for all Won stages besides Pledged and Pledged, Not Thanked
* For Pledged stages, Total Paid evaluates to $0 by default, unless installments exist

In the scenario where a donor initially agrees to make a pledge, but hasn't yet decided on a payment schedule, this would allow a user to put the opp into a Pledged stage for the time being, without adding installments, and have SF evaluate the situation correctly (committed but not paid). Then once a schedule is determined, the user can add the installments. (Or if the donor unexpectedly pays it all off, just switch it to Closed Won.)