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 220.127.116.11.0 and later
Information in this document applies to any platform.
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?
To view full details, sign in with your My Oracle Support account.
Don't have a My Oracle Support account? Click to get started!
In this Document