Statuses are the actual states that an Opportunity
document moves through in a pipeline.
About this task
A transaction can contain two types of
statuses, a drop status and a pickup status. An Opportunity document
is moved into the drop status when the events and conditions
of a transaction have been completed. A pickup status takes
the Opportunity document from the previous drop status and moves it
through the next transaction. Negotiation and Won are examples of
Opportunity statuses.
To view the status details
of an Opportunity Fulfillment pipeline:
Procedure
- From the tree in the application
rules side panel, select
Opportunity > Opportunity
Fulfillment > Opportunity Process Model. The Opportunity Fulfillment
window is displayed.
- In the Opportunity Fulfillment window, click
the Statuses icon.
The Statuses
tab window, containing the information described in Table 1, is displayed.
Table 1. Opportunity fulfillment pipeline - statuses
tab window
| Field |
Description |
| Inquiry |
This indicates that an opportunity has been created, and there
is no quote associated with the opportunity. |
| Negotiation |
This indicates that a negotiation pertaining to a quote for
this opportunity is in progress between a seller and a buyer. |
| Won |
This indicates that an opportunity has been won because a sales
order has been created from an associated quote. |
| Lost |
This indicates that an opportunity has been lost because the
associated quotes are abandoned or have expired. |