Unlinking Probability % from Sales Stage

Is there a way to unlink "Probability %" from "Sales Stage"? Our reps want to be able to enter a percentage of probablility manually, not to have it computed from the "Sales Stage" value.

Sorry maybe I wasn’t clear you need to keep sales stage on the screen as this is required for the system. What i was referring to was creating another field for Probability that can be used. Personally I was say it makes good business sense to keep away from this as do you really need to report on Probability anything under 10 increments. Do you understand that your only defaulting a minimum Probability based on the sales stage. This means you might change the sales stage and the probability will also update but you can also change the Probability up and down without impacting the sales stage

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How to control Task generated from sales stage?

HI,
I have some specific task that are generated when a user select a sales stage
Is it possible to find a way to control the status of the task generated to be sure that all the task are done before the user can select the next sales stage?
Regards,

Hi Santosh,
Thanks for your answer but can you detail a little bite how you can check status of all task related to an opportunity using workflow rule?
How can you block the sales stage in order to avoid user to pass next sales stage if all the tasks are not done?
Regards,

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

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?

How to transfer music files from sonic stage to a hard drive

Hi all
I need your help, I am pulling my hair out here for the past 3 weeks. I purchased a hard drive from Apple and I want to transfer all my music files from Sonic stage which in on my old Fitjitsu laptop.
I then want to transfer the music from the hard drive to iTunes to my new mac airbook
Any help is appreciated at this present time I am hating Apple product big time. Maybe it will restore once I am guided at present Apple customer services who sold me the product initially couldn't help me.
Cheers

I am guessing this Fitjutsu laptop is running Windows which uses NTFS format drives. If you bought a hard drive from Apple it is probably formatted for Mac use. Anyway, I don't know why you are blaming Apple. Hard drives come in one of the other format and you need one that works with both. Sales people at many kinds of stores rarely know much about things they sell outside of immediate application. They are trained in the things they sell but are not technically minded. If you had bought the drive anywhere else you would be like the 2 questions I answered yesterday where people got the music onto the NTFS drive but didn't know why it wouldn't work with the Mac.
You haven't told us much about the Fitjutsu laptop. You may be able to use Migration Assistant to transfer the entire contents to the Mac. This will set up a separate user account with the content.
About Windows Migration Assistant - http://support.apple.com/kb/ht4796 - Learn about how to use Windows Migration Assistant to migrate your files from a Windows PC to a Mac.
If you need/want to use a drive to get the music off the other computer you will need a drive with either NTFS format or FAT32 (MS-DOS) format. With NTFS format the Mac can read but not write to the drive. You can use it for transferring the files but it will have to be re-formatted back to Mac format for use with the Mac. Alternatively you can reformat your Mac drive to FAT32 (MS-DOS) format using Disk Utility. Macs can both read and write to this format but is isn't really a a Mac format (Macs can't repair a FAT drive) so eventually you may wish to reformat it too back to Mac format. Formatting a drive erases all content so once you get the content onto your Mac you will have to store it there temporarily when you format the drive back to Mac format.
I know this is sounding complicated but Apple's answer to transferring PC content is Migration Assistant. If you don't want to do that then yes, you are entering the realm where there is fiddly hands-on things to do.
If this is a brand new Mac you may still be in the 90 day period where you can get free help at an Apple Store from the "Genius" bar. I'm guessing, however, this won't extend to their formatting and reformatting a drive and transferring select content.

Sales stage history subject area

Hi - Can someone clarify the sales stage history data. It's just keeping track of everytime the sales stage changes right and when it changed? However, if the opportunity was transferred from one owner to another, it can only associate the record/change with the current owner correct? For example, if this was the sequence...
Stage 0 - changed by owner 1 to Stage 3
owner changed to owner 2
Stage 2 - changed by owoner 2 to Stage 4
The report would say that owner 2 made both changes right?

Hi-
You are correct that Sales Stage History does not track the user making the change. This subject area captures a pre-defined set of field values each time the sales stage changes and is most useful for doing deal flow analysis.
Fields captured when stage changes:
Stage Start Date
Expected Revenue
Forecast Flag
Opportunity Close Date
Revenue
Probability
Sales Stage
Sales Status
There are also several metrics calculated for you:
Days as Opportunity
# of Days in Stage
Avg Days in Stage
Fallout
Fallout Ratio
Good luck!

No revenue update from sales order

Hi
I have created SO with account assignment for a WBS billing element. In config I have make the indicator on for revenue value should automatically update from sales order.
But neither the revenue from sales order is updating in any of my PS report nor the actual revenue too after billing cycle.
Does it need some more customisation checking.Cannot find any solution from earlier similar threads.
Zinni

To analyze the error, proceed as follows:
1. Is an account displayed in the sales and distribution document in the condition detail screen (for example, condition PR00) ? Is there a cost element in this account and are you allowed to post sales revenue to it? (cost element category) If the answer is yes, then proceed to 5. If no, then proceed to 2.
2. Check the relevancy for billing of the sales and distribution document item in Customizing (-> Sales and distribution -> Sales -> Sales documents -> Sales document item -> Define item types). If 'Not relevant for billing' is entered, correct this. This will probably clear the error. If 'I' (according to billing plan) is entered, the system only updates sales revenues if billing plan dates exist in the sales document.
3. Check in Customizing that a billing type is assigned to your sales document type (-> Sales and distribution -> Sales -> Sales documents -> Sales document header -> Define sales document types). The billing type can be found in the 'Billing document' block. The relevant billing type depends on the defined relevancy for billing (see point 2). If no billing type is entered, enter one. This will probably clear the error.
4. Check in Customizing that an account determination procedure is assigned to the billing type determined in step 3 (-> Sales and distribution -> Billing -> Billing documents -> Define billing types). If no account determination procedure is entered, enter one. This will probably clear the error. If an account determination procedure has already been assigned, the error is probably caused by an incorrect structure of this plan. Check the plan.
5. You will probably not be able to correct this error yourself. However, you can provide some information beforehand. Enter parameter MCL in your user master record and valuate it with 'X' (upper case) (-> System -> User profile -> User parameters). You activate an user-specific TRACE function this way.
6. Change, for example, the pricing date or item value in the quotation or sales order and save the change.
7. Execute Transaction MC30 for your user ID (/NMC30). You now see a list of all data structures that were set up for the Logistics Information System (LIS) in step 6. Check whether structure S008 is contained in this list. This information is required to further analyze the error.
8. If structure S008 is contained in the MC30 log, call Transaction SA38, program name RKPSSHOW, -> Execute (F8), enter the number of the affected sales and distribution document and press -> Execute (F8) again. The output list (or the fact that no list is generated) is also needed for analysing the error further.

Project Revenue Plan Not Update from Sales Order Item

I am generating a network and project from the sales order item using Assembly processing. I am using milestone billing on the sales order item and the milestones attached to the project network activities are appearing as billing blocks on the sales order item billing plan. However, the project revenue is not getting updated from the sales order billing plan. Can someone please help?
I have deleted the billing plan on the billing WBS element and activated revenue planning update from sales order in cusomization for PS. I am looking at CNS41 under the project revenue sched in version 0. Is there a different report I should be looking at?
Regards,
Venkat.

HI Venkat,
You are looking at the correct report & I believe you have also done the necessary customization. If you create a sales order and reference it to a quotation, the related plan values in the WBS element are refreshed automatically.
When the payment data is recorded, the terms of payment and the customer payment history are taken into consideration. One of the probable causes could be the credit limit of the customer might have been exceeded. Take help of your SD consultant & increase the credit limit for that customer (from the sales document), t-code FD32 if it is permitted in the business.
After the new credit limit is set execute the following steps:
u2022     Go to the t-code Change billing request (VA02)
u2022     Open the required billing request
u2022     Remove the account assignment of WBS element from each line item
u2022     Save the billing request
u2022     Reopen the billing request in change mode
u2022     Reassign the WBS elements to all line items
u2022     Now the changed credit limit will take affect
u2022     Check the Planned Revenue for the said project in CNS41, it should get updated.
Rgds
Deepak

Is it possible to make a field required when a "sales stage" is chosen?

Hi all.
We use certain sales stages for our opportunites.
The higher ups would like to make it required to choose a "Reason Lost" when the "Sales Stage" "closed/lost" is picked.
These fields are picklists currently used by everyone. "Sales Stage" is required currently.
We cannot pull this from Dynamic Layout because it is a field that is not "Opportunity Type" driven.
Thanks in advance!!

yes it is possible. In the sales process detail where u have defined the Sales stage. Drill down on the closed/lost sales stage. In this section u will see a section called "Additional Required Fields"
you can specify the fields you want to make required for that particular sales stage

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

Report on No of Opportunities in sales Stage

Hi All, I have a requirement to display following report:
Report should have 5 coloum 1) Current Sales Stage of Opportunity 2) No of opportunities which are in current stage from 3 months 3 ) No of opportunities which are in current stage from 6 months 4)No of opportunities which are in current stage from 9 months 5) No of opportunities which are in current stage from 12 months.
I tried to do this using Case IF fnction but not unable to do same. Can you please help me to achive this requirement.
Thanks in Advance!!
---Priyanka

Hello,
I have built several reports like yours using FILTER function instead of CASE IF.
example: I wanted to filter number of customers which are contact telephone number populated
FILTER("Account Metrics"."# of Accounts" USING ("- Primary Contact"."Primary Contact Work Phone #" IS NULL)).
So in your case you have to filter the number of opportunities by date range you need.
I hope it will help you.
Regards
Marc

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

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.
Any idea what could be missing?
Thanks Rahul.

I think the opportunity list never changed when you switch from the sales stage to another one.
I got the same behavior on our PPM enviroment.

How to Create Task Automatically based on Sales Stage?

If an Opportunity's Sales Stage is changed from 'X' to "Y',then I want to create the Task for an Agent automatically by the System.How can we achive it?Could you please elaborate steps that we need to this (If customisation,how ca we do it?)
Thanks in Advance
Raju.

First U have to crate Extended View Object to your actual View obj.
Now take Page with Panel Splitter ,on First facet drag View obj as table and on second Facet Drag Extended View Obj as table.On page loading U have delete all rows from Extended View object.And then u have write bean code on button click to get current select rows from above view objct,and for Filter rows from Second View obj according to selection of rows from first view obj...

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

Unlinking Probability % from Sales Stage

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