Default phase in Sales Assistant
Hi Forum,
How can I default the first phase (defined in the Sales Assistant)as default phase in the details tab page when new opportunity is created,where I have defined 5 phases in sales assistant in opportunity.So whenever I create an Opportunity first phase should come as default in the details tab page.
Will reward points for helpful answers.
Regards
Shridhar
Message was edited by: Shridhar Deshpande
Hi,
To default the phase in an opportunity, you can do the following:
1. Implement the BAdI "CRM_OPPORT_H_BADI"
2. Within the BAdI use the method CRM_OPPORT_H_MERGE.
3. In the method use the following code:
IF cs_opport_h_badi-CURR_PHASE IS INITIAL
and cs_opport_h_badi-SALESCYCLE = 'XYZ'.
cs_opport_h_badi-CURR_PHASE = 10.
ENDIF.
Note that in place of XYZ in the code you will have to mention the transaction type code and instead of 10 you will have to mention the code for the phase which you want to default.
Hope this helps!
Jash
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