Update Opportunity Totals button on Opprtunity Product Revenue line items

Question

Hello,
In our application, the sales process is managed at the product revenue level. Each product line item goes through various stages and could be in the intiall state or get cancelled as well. I need to exclude these product revenue line items while updating the Revenue amount at the Opprtunity Header. With the <Update Opportunity Totals> button, the total is updated at the header irespective of the product reveneue status. I think I need to build a custome webservice to do that.
I need to find out if the <Update Opportunity Totals> button can be made read-only or removed based on roles and priveledges.
Thanks

Answer 1

Robin,
You can't turn off the button, but OOTB functionality can help you manage this. In our case, we created a workflow for the Revenue Record Type. The workflow watches for changes to the status of any Opty Revenue record, via the "Before modifed record saved" trigger event. When a user changes the status of an Opportunity Product Line Item to a specified value, "Lost" in our case, the workflow automatically updates the Quantity value at the line item to 0, and the Revenue and Expected Revenue values at the Opty Product Line Item level are calculated to be zero accordingly. When the user updates the totals at the Opty level, the totals inlcude only the records that have revenue associated with them at the Opty Prod Line Item level.
I assume your requirements are similar and the same approach could be used in your case.
Good Luck,
Thom