Create New Opportunity Revision
Explanation
Creating a new revision can be done at any time during the sales process.
When creating an opportunity, a revision is created automatically, but any new
revisions have to be created manually. Revisions are normally created to keep a
history log of changes done to the business opportunity throughout its lifetime.
Notice that revising a business opportunity only affects the opportunity
lines. The rest of the opportunity belongs to the opportunity header and will
remain the same for all the revisions.
Prerequisites
- An opportunity must not be in the Closed, Canceled or On Hold status.
System Effects
- A new revision will be created and displayed on the
Business Opportunity/Revision
tab.
- Opportunity lines will be copied from the old revision to the new
revision.
- The new revision will be active and the old revision will be obsolete.
Window
Business
Opportunity
Related Window Descriptions
Business Opportunity
Business Opportunity/Revision
Create New Opportunity Revision
Procedure
- Open the Business Opportunity
window, and click the
Revision
tab.
- Right-click and then click Create Revision to open the
Create New
Opportunity Revision dialog box.
Note: The revision number on which the new revision will be based,
will be used by default for the latest revision, which is not in the
Obsolete or Canceled status. If you right-click on the revision line on the
Business Opportunity/Revisions
tab, the revision number will be the default value for the revision number
of the selected revision line. This can be overwritten and the List of
Values will bring up all the revisions on the opportunity.
- The new revision number will be calculated automatically.
- Enter a reason code. Use the List of Values to select from all the
reason codes with the reason type Revision.
- If required, notes about the revision can be entered in the Revision
Notes field.
- Click OK to confirm.
Note: The same activity can be done on the header of the
Business Opportunity/Opportunity
Lines tab.