Recurring Opportunities

Community
1

Hi,

Is there a way to create recurring opportunities? In our business opportunities regenerating periodically (generaly once a year or once a half year).

So I want to create opportuniy which recurring itself every year.

2

Currently recurring functionality is not available on Opportunity but you can use Next Contact section to set reminders for yourself for a particular date.

3

Hi Pawan,

Thank you for reply. I am already using this “next contact” function. But it is only for one time remender. In my case I need it to remind me every single year. I am using “duplicate opportunity” function for creating following years opportunities. But it is not right way .

In service business opportunities can recurring itself depending on time periods. At least in our business ( Calibration Laboratory).

This is good future to add to software and I guess it is not a big deal.

4

Hi,

Add this feature request as Issue on GitHub

Regards,
Prakash

5

Hi Prakash,

I created a request on github as you suggested.

https://github.com/frappe/erpnext/issues/7352

Thanks.