Opportunity Business Logic Summary

This topic provides a summary of opportunity and product-line business rules relevant to opportunity close processes and their applicability in the edit opportunity, close opportunity, mass update opportunities, and mass update revenue lines flows.

This table describes the synchronization update effect during the close opportunity flow.

Object or Field Being Updated	Effect	Applicable to Edit Opportunity Flow	Applicable to Close Opportunity Flow	Applicable to Mass Update Opportunities
Win probability, close date, status	Copy opportunity attribute value to revenue line attribute values.	Yes	Yes	Yes
Win/loss reason	Copy opportunity attribute value to revenue line attribute values.	No	Yes	Yes

This table describes the field or attribute change affect during a change to opportunity status in the context of the close opportunity flow.

Opportunity Status Change	Effect	Applicable to Edit Opportunity Flow	Applicable to Close Opportunity Flow	Applicable to Mass Update Opportunities
To won	Set sales stage to last stage of sales method. Set win probability to 100 percent.	Yes	Yes	Yes
To lost or no sale	Set close date to current date	Yes	Yes	Yes
From open to closed	Enable win/loss reason Set actual close date to system time stamp	Yes	Yes	Yes
From open to closed	Copy primary competitor to revenue line where competitor is undefined	No	Yes	Yes
From closed to open	Set actual close date to undefined Disable win/loss reason. Set win/loss reason to undefined.	Yes	Yes	Yes

This table describes the field or attribute change affect during a change to opportunity revenue line status in the context of the close opportunity flow.

Revenue Line Status Change	Effect	Applicable to Edit Opportunity Flow	Applicable to Close Opportunity Flow	Applicable to Mass Update Opportunities	Mass Update Revenue Lines
To won	Set win probability to 100 percent.	Yes	Yes	Yes	Yes
To lost or no sale	Set close date to current date.	Yes	Yes	Yes	Yes
From open to closed	Enable win/loss reason. Set actual close date to system time stamp.	Yes	Yes	Yes	Yes
From closed to open	Disable win/loss reason. Set win/loss reason to undefined. Set actual close date to undefined	Yes	Yes	Yes	Yes

This table describes the validations done for competitor, win/loss reason, and status, during the close opportunity flow.

Object Being Validated	Effect	Applicable to Edit Opportunity Flow	Applicable to Close Opportunity Flow	Applicable to Mass Update Opportunities	Mass Update Revenue Lines
Competitor	If the profile option, Close Opportunity Competitor Requirement, is enabled, require competitor on opportunity and revenue line.	Yes	Yes	Yes	Yes
Competitor	Validation error dialog option to copy primary competitor to revenue line.	Yes	Yes	No	No
Win/loss reason	If the profile option, Close Opportunity Win/Loss Reason Requirement, is enabled, require win/loss reason on opportunity and revenue line.	Yes	Yes	Yes	Yes
Status	Revenue line status must be valid for opportunity status.	Yes	Yes	Yes	Yes