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. "

Similar Messages

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.
Each custom field has Workflow that Updates Values upon the rule being triggered.
Dan

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

Sales Opportunity - Sales Stage

Hi experts,
On the sales opportunity window, in the stages tab, the stages field has a Define New option. Is there a way to remove the Define New option. We do not want users to define their own stages.
Thanks!
Jane

Hi Jane,
Please use Additional Authorization Creator Window to restrict users from accessing User Tables.
Definition
Use this window to create and add a new permissions object for user-created forms.
To get here.. Admin.>System Init > Authorization > Additional Authorization Creator
In the Additional Authorization Creator window, enter an Authorization Id and Name, From the option dropdown Select the options you want.
To enter the FormID, Click Edit and enter the Form Number of the User defined table.
NOTE: To get the Form number open the user defined table and on the Status Bar at the bottom you can see the Form=xxxxx (number), in your case 733. Use this number. To view the form details on the status bar, please click View > System information on the Top Menu.
One you have entered the Form number click Update.
Now in the General Authorization Window you can see an additional entry on the right side window bottom called User Authorization clicking which you will see the Additional Authorization you created. Set this as No Authorization for the user for whom you don't want to give permission to define new. Hope this helps.
Thanks,
Joseph

Issue with saving sales stage in an opportunity record

We can not update the sales stage of an opportunity record to closed/won and save it. We are changing the status to a valid one. Is this a known issue in the new release? We upgraded recently to rel 15.

I would recommend contacting customer care on this issue.

Sales Stage Field on Opportunity - Access Denied on Saving Update

Users can see the LOV for the field Sales Stage on Opportunities. They can select a value from the LOV. However, when they attempt to save, they get Access Denied - SBL-DAT-00553. What application setting is causing this error?

Related Info for Opportunities looks like this:
Attachments = Full
Audit Trail = Read Only
Completed Activities = View
Contacts = Full
Leads = View
Notes = Full
Open Activities = View
Opportunity Assessment = No Access
Opportunity Competitors = Full
Opportunity Partners = Full
Opportunty Team = Full
Revenus = No Access

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
Please give me any inputs to solve this issue
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.
ZOPQ and ZOPT stands for opportunity type that you customized. And ZQ1 and ZT1 stands for sales phase to be set as initial, depending on transaction type.
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 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

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

Reporting / Sales Stages and Sales Processus

Hello,
I have 2 Sales Processus.
In each Sales Processus I have the same name for the Sales Stage ("Closed/Won").
When I created a simple report showing the Sales Stage and the Name of the opportunity,I have 2 blocks with the 2 items "Closed/Won".
How could I manage to have only 1 block "Closed/Won" ?
Thanks for your help.
ML

ML, in addition to Sales Stage and Opportunity Name bring in Sales Process Name. Now you should be able to filter on the correct sales process.

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?

Not able to change sales stage from requirtement to reqmt analysis

in opportunity Not able to change sales stage from requirtement to reqmt analysis
Error Message:SBL-DAT-00284
Details error msg is:
Unable to evaluate workflow rule for foll reason
Update probability between 0 & 100%(SBL-ODS-00500)
Edited by: user1074008 on Sep 22, 2010 10:17 PM
Edited by: user1074008 on Sep 22, 2010 10:18 PM

Looks like a bug...
Previos Post Activity Status = Submitted - Access Denied

Automatic determination of User Status in based on sales Stages

Hi All,
    Can we determine the user status of Opportunity document based on the completion of sale stages.
     can we do it in configuration itself or we need to go for development .
        Suggest some logical solution.
Regards,
Omer

Hi Omer,
As far as user statuses and customizing is concerned, you cancustomize only upto extent given in SPRO status management. If that does not fullfill you needs then status management BADI is given.
You can define the System status that should be mapped for your user status but can not define a user status for a sub-process level !!
If you know what is the system status on completion of your slae stages, then you can map your user statuses to those system statuses.
Thanks & Regards
Suchita

Manage different layout according to Sales stage

Hi everybody,
I need to manage different opportunity layouts according to my sales stage.
How this need can be realizable?

Dynamic layouts are only possible on Opportunity for the field Opportunity Type. You could repurpose that field to allow for your different layouts, but I would consider that option very carefully before doing so. You need to be sure that repurposing that field won't negatively impact existing functionality.
I don't know what your requirements are, so I'm not certain about what you are trying to achieve. Be aware that you have some capability associated with Sales Processes that may be of use to you. You need to review the Sales Process functionality to see if it will help with your requirements at all.
Good Luck,
Thom

Opportunity Sales Stage

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