Marking an opportunity as lost
A user can mark an opportunity as Lost and provide the reasons for losing that opportunity if an opportunity is no longer valid.
If an opportunity no longer serves any purpose, a Field Sales Representative may have to mark that opportunity as Lost. For example, when an opportunity is still in the Inquiry status, a customer may have purchased the items from another seller. In such a scenario, the Field Sales Representative who has been assigned that opportunity may want to mark the opportunity as Lost and provide the reasons for losing the opportunity.
Solution
On the Opportunity Details screen, when a user chooses to mark the
opportunity as lost, the Mark as Lost panel is displayed. The
getCommonCodeList API is called to populate the loss reasons. These reason codes
are stored as common codes with LOST_REASON_CODE as the code type and you can
configure the reason codes in the Channel Applications Manager. The user can select an appropriate
Loss Reason, enter a note, and then click Save. The changeOpportunityStatus API is
called to change the status of the opportunity to Lost. The application cancels the
inventory reservations made for the primary quote associated with the opportunity and displays a
message indicating that the opportunity is marked as lost. The
getInventoryReservationList API is called to retrieve the reservation information
and the reserveItemInventoryList API is called to cancel the reservations returned
by the getInventoryReservationList API.
End-user impact
None.
Implementation
This section explains the configurations for this functionality:
- You can configure the loss reason codes to enable users to provide reasons for marking an opportunity as Lost.
- The notes entered when a user marks an opportunity as Lost are saved in the opportunity using the SAA_MARK_AS_LOST note type.