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Sales Methodology Does Not Create Tasks Automatically (Doc ID 309356.1)

Last updated on AUGUST 13, 2019

Applies to:

Oracle TeleSales - Version 11.5.10.2 to 12 [Release 11.5.10 to 12.0]
Information in this document applies to any platform.

Symptoms

Tasks are not being created automatically by the sales methodology

Steps to reproduce:

  1. Sign on with Sales Online Superuser responsibility
  2. Navigate: Administration tab > Sales subtab > Sales Methodology link (under Opportunity on left side)
  3. Created the following Sales Methodology
    Name: Test Methodology 2
    Effective Date: <current date>
    Create tasks for all Sales Stages is checked

Sequence Sales Stage Task Group Name Min Probability Max Probability
1              Stage 1: Prospecting                    0                      30
                   Initial Assessment
2              Stage 2: Qualifying                       0                      40
                  Understand Business
3               Stage 3: Propose                        0                      60
                   Propose Value
4               Stage 4: Close                            0                      100
                 Agreement and Close

 

  1. Bounce apache to make new methodology available
  2. Sign on to Telesales
  3. Navigate: queried on party relationship
  4. Created opportunity
  5. Clicked on Task tab > no new task created

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution

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