Approval on sales stages defined in sales opportunity

Hi Experts,
Is is possible to configure approvals on various sales stages defined in the sales opportunity?
Please suggest some solution or workaround.Can it be customized?
Thanks in advance
Regards,
Kanishka Tyagi

Hi Kanishka.....
Please execute this SP.....
If @object_type='101' and @transaction_type IN ('A','U')
BEGIN
If Exists (Select T0.Num from OOST T0
Where T0.StepId is not null
And T0.Num = @list_of_cols_val_tab_del)
BEGIN
Select @error = -1,
@error_message = 'You can not enter Sales Stage'
End
End
Hope this will help you......
If you want it for a particular User then add one more condition for user signature.....
Regards,
Rahul

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How tomaintain product revenue when the oppty is in sales stage Closed/Lost

When the opportunity is in the closed/lost stage the product revenue is always zero. How can we move the opportunity to closed/lost but still maintain the revenue values for the products.
We use the product revenue to report opportunity revenue...
thanks..

I always use "Opportunity-Product History" for my pipeline reports. In this subject area "Product Revenue" is available for Opportunities which are "Closed/Lost". I would log this as a bug with Oracle as it clearly should not set the Product Revenue to 0 in the Product History subject area.
In this subject area I can create reports and trace back Opportunity Revenue and Product Revenue. I have multiple pipeline reports running at both levels which are accurate for mutiple deals. If you do decide to use this subject area beware of the following:
- Dont use the Sales Stage or Probability Successs % at Product level as it does not update as a user steps through the sales stages. Use the opportunity details for accuracy
- If you want a weighted product revenue calculate this based on the Opportunity Probability % and the Total Product Revenue, do not use the out of the box metrics
Regarding your second question, Opportunity Revenue puts the total opportunity amount in your pipeline on the date of the opportunity close date. It also gets updated when a user adds a product and presses the "Update Opportunity Totals" button, this sets the Opportunity Revenue to the total of the Product Revenue from the products you entered. Sometimes users forget to press this button and the revenue is out of alignment. Opportunity Revenue can also be updated if you have the setting "Product Averaging" enabled in your company profile, this takes an average of the Product Revenue and updated the Opportunity Total when a user presses the "Update Opportunity Totals" button. These metrics are updated each evening, you are using the History subject areas which take 24hours to refresh. Does that answer your question?

Week-by-Week Sales Stage Reporting

Hi,
We're trying to have a week by week report where the Opportunities have a Sales Stage comparison by week. Ideally, we'd like two columns for sales stage such as "Sales Stage Previous Week" and "Sales Stage Current Week". I've tried various SQL expressions, etc and nothing has seemed to work correctly. I was looking through some notes and thought about maybe using Combined Reports with historical and real-time information. I don't even know if this approach is appropriate..
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Hi smjohn,
Below are two tables of what we'd like to have on our weekly comparison. Either one would work. As you can see, it's a comparison between sales stage and Revenue for each Opportunity. It shows that for Opp A, Revenue this week and last week is the same, but Sales Stage differs. For Opp B, Revenue has increased by $500, 000, but the sales stage is still the same.
I don't know what capabilities analytics has, but this would be very useful for us. Any guidance would be great!
Thanks again.
**I formatted the tables, but it isn't coming through when I save... sorry about that.
Option 1:
*1. Week* *2. Opportunity Name*     *3. Revenue*     *4. Sales Stage*
Current Week     Opp A     $300,000     Definition
Last Week     Opp A     $300,000     Generation
Current Week     Opp B     $10,500,000     Validation
Last Week     Opp B     $10,000,000     Validation
Option 2:
*1. Opportunity Name*     *2. Revenue-Current Week* *3. Revenue-Last Week* *4. Sales Stage-Current Week* *5. Sales Stage-Last Week*
Opp A     $300,000     $300,000 Definition Generation
Opp B     $10,500,000 $10,000,000 Validation Validation
Edited by: user646604 on Jan 26, 2009 10:38 AM

Sales Stages in Pipeline performance

Hi,
When i am clicking on a sales stage graph in sales pipeline, the opportunity data in the below window does not change.
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Thanks Rahul.

I think the opportunity list never changed when you switch from the sales stage to another one.
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Can we restrict the user at sales stage so that he does not change the sales stage to previous sales stage once changed.According to client requirement,the user does not want open activities to come for the second time. Can we put field validation at sales stage level.
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Found the solution myself,
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I'm not able to rename some Sales Stages of some Sales Processus.
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Thanks Bobb,
I can read this in the help:
Important: Do not set up any other Sales Stages with probabilities equal to 0 or 100 percent except Closed/Lost and Closed/Won. Modifying picklists that are used internally by the Oracle CRM On Demand application can have an adverse impact on standard functionality.
But even the name cant' be changed ?
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I would recommend contacting customer care on this issue.

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Sales stage default for Opportunity

Hi,
i have configured few sales stages for opportunity. Here one of the sales stage is " Identification :".
My requirement is to make this sales stage ( identification ) as default in opportunity.
Curretly working on crm 7.0
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Thanks & Regards
kishore kumar

It's not possible with customazing but you can do it very simple with the implementation of badi CRM_OPPORT_H_BADI. in the badi just write the following code...
IF is_opport_h_wrk-curr_phase IS INITIAL.
    CASE ev_process_type.
      WHEN 'ZOPQ'.
        cs_opport_h_badi-curr_phase = 'ZQ1'.
      WHEN 'ZOPT'.
        cs_opport_h_badi-curr_phase = 'ZT1'.
    ENDCASE.
ENDIF.
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Regards.

Mapping Sales Stage in Opportunity with Win Probabilty

Hi,
We need to map the sales stages to win probability in such a way that whatever sales stage we select, the win probabilty should automatically change.
Hence if the Sales Stage is "Initial Contact", the Win Probability should be 10 and if it is changed to "Negotiation", it changes to 70.
Can any one please help me with the syntax.
Thanks in Advance
Akesh

Hi Akesh,
Create new sales process by using following navigation
Admin-->Business procee management -->Data rules and assignment -->Sales Methodology-->Sales process
Also add 'Default probablity' for each 'sales stage'.
Then try creating new opportunity.Win probablity will get autopopulate based on sales stage selected.
Hope this answer your requirement.
Regards
Santosh Patil

Approval Process by using Sales Stage

Hello all,
I have a requirement and my question iis there any process in OCOD for approval process? i mean if my Sales stage is Initial somebody needs to approve and it keep on moving to Closed/Won or Closed loss by the approval of manager. The highest is the Manager level and the lowest is Sales rep, in between lot of people are involved like BDM, AGM and so on. Could you please suggest on this.
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Bob,
The documents relates to the Service Request object.
We need the same to be done for Opportunities.
The process may include workflow notifications.
I see a couple of fields related to Approver and Approval Status but have not looked into how the same works.
Thanks and Regards.,
Akesh

Historical Opportunity Sales Stage Report

I have a basic report that shows Opportunity Name, Historical Sales Stage, and Stage Start Date.
How can I display a column that shows the previous Sales Stage along with it?
Thanks for your help.

I've created custom fields for each sales stage with Workflow rules that update the fields with "Timestamps" when the SalesStage changes. Example, field "Closed/Won Timestamp" field is populated when the SalesStage is changed to "Closed/Won" with the current Timestamp.
Then you filter or include these fields in your analysis and can have "Timebased" reporting.
I've also created custom fields to Timestamp when the Owner is changed, when a CloseDate is changed, when a lead is "Qualified", when Total Revenue is changed, when a Account "Type" is changed and what was the Previous status.
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Dan

Opportunity Sales Stage

We have a requirement to lock down the the Opportunity (unable to make any changes) when the the Sales Stage moves to Closed/Won? Any ideas?

we achieved this via workflow.
Header section:
Record Type => Opportunity
Trigger Event => Before modified record saved
Workflow Rule Condition => (PRE('<SalesStage>') <> "Closed/Won")
"Actions If Condition Is False" section:
Cancel Save = checked
Display Message => No Changes allowed when Opportunity is Closed already.
"Actions" section
leave blank.
=> the above order has to be 1st so that for any changes done to the opportunity, if the sales stage is already Closed/Won, the changes will be prevented and message will appear "No Changes allowed when Opportunity is Closed already. "

Opportunity sales stages change

Hello All,
I want to change the fields as mandatory once the sales stage is moved from one stage to another stage, from initial change to discussion stage i want 3 fields as mandatory, and from discussion to closed/won some fields are mandatory including weblinks. Could you please suggest on this.
Thanks
Subbu

You can use the Sales Process to do this...
To make fields required for a Sales Stage
Navigate to:
Data Rules & Assignment -> Drill down on Your Sales Process -> Drilldown on a Sales Stage for which you want to add required fields -> in "Additional Required Fields" section click the "add" button and add the fields here.
Thanks,
Royston

Removing Sales Stages under Opportunity

Hi,
I'm currently customizing in Oracle CRM on Demand. In the lay-out screen of Opportunities I want to remove (or edit) the field "Sales stage" because the company I'm working for uses different ones than the standard CRM on Demand ones. But when I want to remove Sales Stage from the Field Layout Screen I receive an error that says that it is a required field and that I’m unable to delete it. When I check out the status at the Field Setup it confirms the required status but because it is grayed out I can't make it "Unrequiered". Unfortunately I’m also unable to edit the pick list behind it. So basically I’m stuck with a useless field that I can't get rid of.
Any solution for my problem?
Kind Regards

Hello,
My understanding is you want to change the name of sales stages. There are some limitations on closed/won and closed/loss except this all stages are editable and you can insert new stages also.
Please follow the below steps :
Admin--> Business process--> data rules & Assignment--> Sales process--> Default sales process-->clik on sales stage and rename it.
Good luck
Cheers
Subbu

Approval on sales stages defined in sales opportunity

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