What happens to Allocations if I change the Fund or Amount on the Opportunity?
There is functionality to make sure that the Opportunity amount stays in sync with its allocations.
Changing Opportunity Amount and Fund
If an opportunity is edited so either or both the Amount or Primary Fund is changes on the opportunity itself...
Opportunity Allocations
...then the Allocations are updated to reflect the same Funds/Amounts. The way the Allocations were split before will stay in sync proportionally with the new amounts or to the new funds.
Payment Amount
The payment amounts will not stay in sync with a new opportunity amount. On the Payment related list you will still see that there are five payments, each of the old amount (totaling $25,000 instead of $35,000 in this specific case).
Editing Payment Amount
Click on edit by each of the remaining payments and adjust the amount accordingly. Important Note: Do not edit the payment amount of paid payments as they are already in Netsuite. Only update unpaid payments.
Payment Allocations
The Payment Allocations will update to reflect the new percentage split based on the new payment amount.
