Script to Auto-Close Opty If 3 Months Have Passed

(Doc ID 2358773.1)

Last updated on FEBRUARY 20, 2018

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

Goal

We have a serious issue with sales reps not closing opties if they have no activity for 2-3 months.

Our solution is to try & implement an auto-close feature for opties where if there is no update for 2/3 months then opty status is auto set to "LOST" with Win/Loss Reason set to "No Activity". We have both the fields "Status" and "Win/Loss Reason" already on the UI page. Current logic is if an opty status is set LOST then the field "Win/Loss Reason" is exposed as a mandatory field therefore opty will not close unless field is populated. Both fields are FCLs

We want to know what is the best way to deploy this?
 

Solution

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