1. Create a new Opportunity

  • From Account "Business" related list, press New button on Opportunities related list. (1)
  • From Opportunities List view (2)

2. Mandatory Fields 

  • Following fields need to be filled in as mandatory:

  • FieldDescription 
    Opportunity NameNot pre-filled, set by end user.
    Stage

    Set as --None–- by default.

    Validation Rules:

    • Cannot change stage from "Opportunity Identification" to "Lab test approved and industrial testing in progress"
    • Cannot change stage from "Lab testing in progress" to any of the "Negotiation" stages
    • If Opportunity is closed (won, lost, abandoned etc...), then you cannot reopen it and move it to earlier stage or edit. 
    • You need to enter a Opportunity Loss Reason when Opportunity is Lost or Abandoned.
    Account Name

    Lookup field, pre-filled when created from Account page,

    User can select an account where:

    • Account's Record Type Name is not "Corporate_Group,"
    • OR the current user's profile name is "System Administrator."

    This filter is required

    Close Date
    • Must be greater than today
    Target First Delivery Date
    • Must be greater than today, can be different from Close Date. 
    • It is relevant for creation of Product Forecasts. These will be created starting from they year set in this field. 


    Visibility

    Validations:

    • It is not possible to have MBU user as owner of confidential data.
    • You cannot update this field to "Confidential" on a new record if the owner's user role name contains "Riga" or "TS-Global," unless you have the Bypass_Validation_Rules permission.

    GBU

    		List of available GBU's 

    BU

    • dependent towards GBU


    Opportunity Type

     

    Available selection:

    • Replacement,
    • Growth - Product, Process or Application Innovation,
    • Growth - Business development (no Innovation)

    More details about each on Management page 

    End Use

    • The End Use: Type must match the End Use type specified.
    • The End Use: Active field must be True.
    • The Opportunity: GBU must match the End Use: GBU: Name.
    • Alternatively, if the current user's profile name is System Administrator, the filter bypasses these conditions and allows any End Use record to be selected.

    Opportunity Currency 

    		Filled in automatically based on user personal settings