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Unable To Update The Sales Stage Values Based On The Sales Methods (Doc ID 1126405.1)

Last updated on FEBRUARY 01, 2019

Applies to:

Siebel Tools - Version 7.7.2.12[18393] and later
Information in this document applies to any platform.
""CHECKED FOR RELEVANCE ON 02-01-2019""

Symptoms


The customer is trying to auto populate the Sales Stage picklist values based on the Sales Method pick list field in the Opportunity. But they are unable to do this. They tried in two ways:

1. By using the Business Component User Property On Field Update Set

2. By using the Scripting with Pre_SetFieldValue and SetFieldValue. But they are unable to auto populate the sales stage when sales method is setting.

Scenario is when setting the Sales Method value like"XYZ" in the picklist basing on this value Sales Stage picklist value should be auto populate with the "01 - Potential Lead". This is not working.

User Property:
"Sales Method","Sales Stage","IIF([Sales Method]= ""XYZ"", ""01 - Potential Lead"",[Sales Stage])"

OR

"Sales Method","Sales Stage","IIF([Sales Method]= ""XYZ"", [Sales Stage]=""01 - Potential Lead"","""")"

SetFieldValue Script in the Opportunity BC

if(FieldName =="Sales Method")
{
var SalesStage = this.GetFieldValue("Sales Method");
var sid = this.GetFieldValue("Sales Stage Id");
var salesmtd = this.GetFieldValue("Sales Method Id");
if(SalesStage == "XYZ")
{

var oBCPick = this.GetPicklistBusComp("Sales Stage");

with (oBCPick)
{
SetViewMode(AllView);
ClearToQuery();
ActivateField("Sales Cycle Stage");
ActivateField("Parent Sales Method Id");
SetSearchSpec("Sales Cycle Stage", "01 - Potential Lead");
SetSearchSpec("Parent Sales Method Id", salesmtd);
ExecuteQuery(ForwardOnly);
if(FirstRecord())
{
oBCPick.Pick();
}
}

}
}

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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