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.
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Hello,
is it possible to establish a default sales stage in the opportunity entity? If so, could you explain me how to do it?
I have tried with default value, but it isn't possible because it is a read only list.
Thank you and regards,
Mónica.Hello,
sorry, I have found the solution in a previous post:
Re: Is possible to assign a default value for "Sales Stage"?
Regards,
Mónica. -
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