Create Sales Process

Explanation

This activity is used to create a sales process. The process should be created from a process template but it is also possible to copy another process. The sales process will include a number of stages and each stage will contain a number of actions which the sales rep should take while processing the opportunity.

Prerequisites

• A process template must have been created.
• If Approval should be used, an Person Group must have been created in Document Basic .

System Effects

A sales process is created and available for use in the Business Opportunity window.

Window

CRM and SRM Basic Data

Related Window Descriptions

CRM and SRM Basic Data
CRM and SRM Basic Data/Stages and Actions

Procedure

1. Open the CRM and SRM Basic Data window and click the Sales Process tab.
2. Click Create from Template. Select a template. Enter Process ID and a description. Click OK to confirm.
3. Select an Approval Group which will be default for all the actions. Optionally, enter Valid From and Valid To dates.
4. Select a Stage and Create a new line in the Action table.
5. When you enter the first action of a stage, the system automatically sets the action ID to 10. For subsequent lines, the action ID is automatically set to ten higher than the highest previously saved action ID. If required, you can change the default value.
6. Enter a description for the action.
7. In the Business Activity Validation Type field, select when the action should be set to done. If Business Activity Validation Type=None, the user will have to set the action to done manually. If Business Activity Validation Type=Create, the action is set to done automatically once you create the activity. If Business Activity Validation Type=Complete, the action is set to done automatically once you complete the activity.
8. In the Validity Type field, select if the action is mandatory. If Validity Type=None, the opportunity can move to the next stage even if the action is not done. If Validity Type=Notify, the opportunity can move to the next stage even if the action is not done but the user will be notified that the action is not done. If Validity Type=Stop, the stage cannot be done if the action is not done. 
9. Select the Approval Needed check box if, the action needs approval. Optionally update the Approval Group.  
10. If the action should include data entry, select the Logical Unit (LU) in the Data Entry Lu Name field. Specify the data fields in the Data Entry Lu Columns field.
11. Save your entry.
12. Repeat step 4 to 11 for subsequent actions.