Opportunity fulfillment: transactions

The Opportunity process type has a set of base transactions defined for it.

About this task

A transaction is a logical unit of work that is necessary for performing activity within Sterling Selling and Fulfillment Foundation. Base transactions are predefined transactions that contain information about how the transactions behave. Base transactions can be used to create new transactions. These transactions can also be changed within the limits defined in the base transaction.

To view the transaction details pertaining to an Opportunity Fulfillment pipeline:

Procedure

  1. From the tree in the application rules side panel, select
    Opportunity > Opportunity Fulfillment > Opportunity Process Model. The Opportunity Fulfillment window is displayed.
  2. In the Opportunity Fulfillment window, click the Transactions icon.

    The Transactions tab window, containing the information described in Table 1, is displayed.

    Table 1. Opportunity fulfillment pipeline - transactions tab window
    Field Description
    Change Opportunity This transaction represents any modifications that may be made to an opportunity.
    Change Opportunity Status This transaction represents any modifications that may be made involving the status of an opportunity.
    Create Opportunity This transaction represents the creation of an opportunity in the system.
    Opportunity Lost This transaction represents the process of an opportunity being lost.
    Opportunity Won This transaction represents the process of an opportunity being won, as a result of a sales order being created from a quote that is associated with this opportunity.
    Process Opportunity This transaction moves the status of an opportunity from Inquiry to Negotiation.
    Purge Opportunity This transaction represents an opportunity that can be purged and moved from the tables into the history tables.
    Purge Opportunity History This transaction represents the process of purging opportunities from the history tables and removing them from the system.