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If you don't want to use the record types you can deactive them. Old commitments without record types will work just like Advertiser /Agency discounts. We recommend that you better sooner than later migrate to use record types though.
Configure Custom SettingsSettings
Here you can configure which amount field is used for your calculations and what the achievement status will be. These settings are optional.
- Navigate to Setup - Develop - Custom Settings
- Create/Modify two Custom setting
- CommitmentsAmountField__c = Configures which Amount field you like to use for the calculation (B1, B2, B3, N1, N2, N3) (default is N3).
- CommitmentProbabilityThreshold__c = Configures which Status/Probability is used for Commitment achievement (75%/90%/100%). This will filter all media campaigns where the Stage__c field is >= this value. Therefore, it can help to reduce runtime. (default is 80%0%).
Configure Feature Settings
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