More flexible change of Opportunity Progress Field - Sales phases

[DAcker]

Hi experts,

I know that the progress field in the opportunity depends on a static definition of days in the Sales phase (in Business configuration - activity list - Sales cycles and phases).

But is there a possibility to define the change of the progress field in the opportunity more flexible? For example: If a sales activity is added to a stalled opportunity, the progress could be again on track.

Thanks, Deborah

[DAcker · Accepted solution]

There exists an idea / customer request for this on the customer influence:

https://influence.sap.com/sap/ino/#/idea/141449/?section=sectionDetails

Please vote! 🙂

[Siraj_Saibudeen]

Hi Deborah,

We used the "Field Update" workflow rules to set the Progress field according to our own custom conditions. Maybe you can give it a try...

Regards,

Siraj

[DAcker]

Hi Siraj,

this would be also a good workaround for us... But I cannot find the field "progess" in the workflow rule...

Can you provide a screenshot please?

Thanks!

Best regards,

Deborah

[Siraj_Saibudeen]

Hi Deborah,

I am sorry, after checking this thoroughly we have created a custom field named "Progress" of type list and updated it based on workflow conditions. I agree that the standard field is not available to update using workflow rules.

Maybe that's why a custom field was created to track the progress based on our custom requirement.

Regards,

Siraj

[DAcker]

Hi Siraj,

thanks for your quick response! 🙂 Ok, then we will probably also switch to the solution with custom field, which is controlled by a workflow.

Regards,

Deborah