1. Implementation Reference
  2. Set Opportunity Business Unit Properties

Set Opportunity Business Unit Properties

You can set several opportunity profile options, including the one for default sales method, at the business unit (BU) level. When you set a profile option at the BU level, the profile option setting is effective for only the BU that you indicate.

Here's how to specify business unit properties for opportunities:

  1. In the Setup and Maintenance work area, go to:

    • Offering: Sales

    • Functional Area: Company Profile

    • Task: Specify Sales Business Function Properties

  2. If a BU isn't associated with the task, the application prompts you to select one. The Select Scope dialog box appears. In this dialog box:

    1. Select the Specify Sales Business Function Properties option.

    2. In the Business Unit list of values, click Select and Add and add the BU.

    3. After you add the BU, click Apply and Go to Task.

  3. In the Specify Sales Business Function Properties page, set the profile options that you want as outlined in the BU-Enabled Profile Options section.

  4. Save your changes.

BU-Enabled Profile Options

This table outlines the opportunity BU-enabled profile options.

Profile Option

Description

Default Value

Sales Method

Determines the default sales method the application picks when an opportunity is first created.

Standard Sales Process

Require Win/Loss Reason

Determines 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

Determines 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

Determines 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 check box, if selected, takes precedence and prevents a salesperson from being automatically removed from an opportunity through the assignment engine.

All

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