How To Change Owner's Access Rights On Opportunity After Change In Certain Sales Stage (Doc ID 1614593.1)

Last updated on OCTOBER 03, 2016

Applies to:

Oracle Fusion Opportunity Management Cloud Service - Version 11.1.8.0.0 and later
Oracle Fusion Opportunity Management - Version 11.1.7.0.0 and later
Information in this document applies to any platform.

Goal

On : 11.1.7.0.0 version, Pursue Leads and Opportunities-Manage Opportunities

Changing Owner's access rights on opportunity after change in certain sales stage
 
According to the mandatory requirement of the clients, they would like to restrict the opportunity creator/owner to have read only rights on his opportunity once the opportunity enters into certain sales stage.

for eg. opportunity reaches in 4th sales stage and once opportunity creator saves it, he should not have edit or delete rights on that opportunity after saving it. The edit right for that opportunity then shifts to the other user with other role. Having said that, the owner should not get changed the owner of that opportunity should still remain the same which was earlier before getting into 4th sales stage.

Please let me know if Fusion supports this and if not can you help us with any work around to achieve the same.

 

Solution

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