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How can I redefine multiple reasons for losing sales opportunities into just 10 reasons?

Jul 02, 2017 at 02:34 PM

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Dear all,

I trust you are all well.

I asked this question some days' back and I haven't had any response yet so I am re-posting it to see if somebody can be of assistance this time around. Please see the explanation below.

''When we do a quotation for a customer we set it up as an opportunity. If we lose the opportunity for some reason we then enter the reason. Over the past 3 years lots of different reasons have been entered and the list now has about 130 reasons on there.

I would like to clear this list and then define 10 new reasons that everyone uses from now on. However I believe that if I do that all old opportunities that had one of the old reasons selected will be cleared''. Any ideas, please?

Regards,

Armstrong Kwakye

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2 Answers

Balaji Selvaraj Jul 03, 2017 at 04:15 AM
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Hi Armstrong,

Is the reason given at UDF or in standard SAP B1 field , also the field present at row level or at header level.

Regards:

Balaji.S

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Hello Balaji,

Thanks for your help but this is a system defined-field where one is given the opportunity to define a new reason each time an opportunity lost.

Regards

Armstrong Kwkaye

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Upload with dtw for updating the reason. Save the old reason in a UDF try to keep it at header level of the opportunity document. It works. While updating give the correct Opportunity No.

Regards:

Balaji.S

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Agustin Marcos Cividanes Jul 03, 2017 at 08:13 AM
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Hi Armstrong

I would do in this way:

1. I would create a list with the 10 new reasons.

2. I would to identify the old reasons with only one in the new list.

3. I would save all info (opportunity id, old reason id, new reason id).

You cannot use DTW because this option is disabled; you can try to import the file and update the data with SDK development.

4. After this, I would delete the old reasons.

Kind regards

Agustín Marcos Cividanes

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Hi Agustin,

Thanks for your help.

I will try it and see if it will work

Regards

Armstrong Kwakye

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