How To Restrict Sales Stage Change To Respect The Business Opportunity Sales Cycle (Doc ID 2020501.1)

Last updated on OCTOBER 12, 2015

Applies to:

Oracle Fusion Opportunity Management Cloud Service - Version 11.1.9.2.0 and later
Information in this document applies to any platform.

Goal

On : 11.1.9.2.0 version, Opportunity Management

Wants to have state model implemented for Opportunity --> Sales Stage Field.

The different Sales Stages in the Customer Sales Cycle are : Opportunity, Qualified Opportunity, Proposal Submitted, Negotiation, Closed/Won, Closes/Lost.

The user should be able to change the status from Opportunity to Qualified Opportunity only. They should not be able to change it directly to Proposal Submitted or Negotiation.

The stages should follow the following stages Opportunity--> Qualified Opportunity --> Proposal Submitted --> Negotiation --> Closed/Won.. They cannot skip any sales stage.

How to achieve this in sales cloud?
 

Solution

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