defaults for sales phase, sales cycle and category dependent on sales unit

[Former Member]

Hello together,

on the opportunity mask there are the fields sales phase, sales cycle and category.

Is it possible to set defaults for these fields dependent on the sales unit?

For example:

If the sales unit is "a", the sales phase should be "quotation", sales cycle "general opportunity" and category "1".

If the sales unit is "b", the sales phase should be "identify", sales cycle "specific opportunity" and category "2".

Thanks and regards Kathrin

[Former Member]

Hello Kathrin,

Yes, One way is through SDK. There you can write the code in AfterModify event of Opportunity.XBO like:

If(this.SalesOrg.IsSet)

{

  this.SalesCYcle = ##### and so on

}

BR,

Saurabh