Set-ID-Enabled Predefined Data for Opportunities

Here's the predefined data for opportunities that's set-ID-enabled:

Opportunity Lookup Types

Opportunity lookup types:

• Win/Loss Reason (code: MOO_SETID_WIN_LOSS_REASON)
• Strategic Value (code: MOO_SETID_STRATEGIC_VALUE)
• Opportunity Assessment Override Reason (code: MOO_SETID_ASSESS_OVRRIDE_RSN)
• Decision Level (code: MOO_SETID_DECISION_LEVEL)
• Estimated Deal Duration (code: MOO_SETID_DEAL_HORIZION)
• Level of Risk (code: MOO_SETID_RISK_LEVEL)
• Sales Revenue Category (code: MOO_SETID_REVN_CATEGORY)
• Sales Revenue Type (code: MOO_SETID_REVENUE_TYPE)

Additional set-ID-enabled opportunity attributes:

• Sales methods
• Sales statuses

BU-Enabled Profile Options for Opportunities

This table outlines the opportunity BU-enabled profile options:

Profile Option	Description	Default Value
Sales Method	Identify the default sales method the application picks when an opportunity is first created.	Standard Sales Process
Require Win/Loss Reason	Identify whether, when closing an opportunity, the user is required to enter a win/loss reason. Applies both at the opportunity and revenue item levels.	Yes
Require Competitor	Identify whether, when closing an opportunity, the user is required to enter a competitor. Applies both at the opportunity and revenue item levels.	Yes
Territory Based Resource Assignment Style	Identify if all members of the territory should be added to an opportunity team or just the owner. Or, if all (owner and members of the territory) should be excluded from the opportunity team. Note: When you set a profile option at the BU level, the profile option setting takes precedence for the BU. However, the Lock Assignment checkbox, if selected, takes precedence and prevents a salesperson from being automatically removed from an opportunity through the assignment engine.	All