Validate Sales Stage

My customer has a requirement of validating the Sales Stage, meaning that if I have Sales Stages: A, B, C, D, E when the Opportunity has Sales Stage B, if the user changes the value for this field, it can only be: C, D, E -- in other words, the valid Sales Stages are just the next ones... cannot go back.
I was looking into Field validation but it seems that Field validation is not available for this field. Maybe thru workflow ? Any suggestions ? Would this be possible ?
Txs. for any help.
Antonio

At this time only sales process configured for Opportunity only. for lead you need to get by using configuration or webservices.
Thanks
Subbu

Similar Messages

  • 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

  • How to validate sales order by condition type ?

    Can we validate sales order(VBELN)  by condition type(KSCHL/KSCHA) ??
                                                           OR
    Is there any table which has both the fields sales order (VBELN) and  condition type(KSCHL/KSCHA) ?

    Well You can use table VBAK  to get the field KNUMV for every respective Sales Order then go to KONV to get the KNUMH for each KNUMV, there itself u will get the pricing conditions applicable for a particular Sales Order.
    Hope This Helps...

  • 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

  • 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..
    We're really at a roadblock at the moment. If anyone has any additional suggestions, they would be appreciated.
    Thanks in advance.

    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

  • Pipeline snapshot Report and Sales Stage Change

    How to identify the sales stage on the day when the Pipeline snap shot was taken.
    Here is my scenario I have to build a pipeline snap shot for the last 3 months of all opportunities where sales stage on the day of the snapshot is not in say Sales Stage 'A' In the pipeline history report the opportunity section showcases the current sales stage and not the sales stage on the day when the snapshot was made.

    Dear Praveen Kumar
    Have you tried with VBAP where sale order details at item level would be stored.
    Moreover, to my knowledge, there won't be any changes as for as pricing is concerned at sale order level but there is at billing level.  Normally, any price increase / decrease would reflect in billing.  So why dont you to table join through SQVI VBAP (for sale order details) and VBRP (for billing details) so that you can compare the selling price in sale order with billing. 
    Thanks
    G. Lakshmipathi

  • In sales stage combobox how to display the step of the process coach

    On the business talk page, in sales stage combobox how to display the step of the process coach and can be selected, not only sale stage?
    thank you.

    For example, in salesprocess list, there are SystemSaleProcess, RenewalSalesProcess and DefaultSalesProcess.
    And SystemSaleProcess includes grasp of the situation, the first proposal, estimate submitting, the second proposal 4 salesstages.
    And grasp of the situation, including needs confirmation, background of the case confirmed, current problem confirmation, schedule and estimate confirmations, current system configuration confirmation 5 steps.
    Now in deal page, the deal type selected SystemSaleProcess, the salesstage is grasp of the situation, the first proposal, estimate submitting, the second proposal 4 salesstage can be selected in the salesstage drop-down box.
    But if want to choose more than salesstage, would like to choose needs confirmation, background of the case confirmed, current problem confirmation, schedule and estimate confirmations, current system configuration confirmation 5 steps in the salesstage drop-down box, then how to do it?
    thank you.

  • 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.

  • 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,

  • 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

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