The Opportunity process type has a set of base transactions
defined for it.
About this task
A transaction is a logical unit of work that is necessary for performing activity
within Sterling™ Order Management System. Base
transactions are predefined transactions that contain information about how the transactions behave.
Base transactions can be used to create new transactions. These transactions can also be changed
within the limits defined in the base transaction.
To
view the transaction details pertaining to 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 Transactions icon.
The Transactions
tab window, containing the information described in Table 1, is displayed.
Table 1. Opportunity fulfillment pipeline - transactions
tab window
| Field |
Description |
| Change Opportunity |
This transaction represents any modifications that may be made
to an opportunity. |
| Change Opportunity Status |
This transaction represents any modifications that may be made
involving the status of an opportunity. |
| Create Opportunity |
This transaction represents the creation of an opportunity
in the system. |
| Opportunity Lost |
This transaction represents the process of an opportunity being
lost. |
| Opportunity Won |
This transaction represents the process of an opportunity being
won, as a result of a sales order being created from a quote that
is associated with this opportunity. |
| Process Opportunity |
This transaction moves the status of an opportunity from Inquiry
to Negotiation. |
| Purge Opportunity |
This transaction represents an opportunity that can be purged
and moved from the tables into the history tables. |
| Purge Opportunity History |
This transaction represents the process of purging opportunities
from the history tables and removing them from the system. |