Auto update opportunity stage using escalations rules

By | October 31, 2019

Opportunities are a very important aspect of sales revenues in any business as they help us to track orders, sales forecast and quotations against every sale. As we know opportunity goes through various stages in Sage CRM.

In this blog, we will discuss how to auto update opportunity stage from Proposal Submitted to Proposal Approved when associated Quote status is Approved.

New Stuff: Basic modifications to Sage CRM Layouts

For this we can create an escalation rule by following the below mentioned steps:

  1. Create an new escalation from below Sage CRM path
    Administration | Advanced Customisation | Escalations | new
  2. Select View radio button from Table or view section and enter the below values
    • View= vquotes
    • Table = Quotes
  3. Next, add the below Trigger SQL Clause:
    Quote_stage=’Approved’ and oppo_stage!= ‘ProposalApproved’ and quote_deleted is null and oppo_deleted is null Escalation
  4. Click on Save. Now add actions to the escalation rule as follows:
    • Click on New button.
    • Select action as “Execute SQL StatementEscalation Actions
      Escalation Actions
  5. Enter the SQL query on below Rule Action screen and click on save.
    update WorkflowInstance
    set WkIn_CurrentStateId = (i.e stateid of ProposalApproved state)
    where WkIn_WorkflowId =(i.e oppo_workflowid=2)
    and WkIn_CurrentStateId = (i.e stateid=ProposalSubmitted)
    and WkIn_CurrentEntityId = (i.e Enitity id of Opportunity)
    and WkIn_CurrentRecordId = #oppo_opportunityid#
    and WkIn_Deleted is null
    update opportunity
    set Oppo_Stage = ‘ProposalApproved’
    where Oppo_OpportunityId = #Oppo_opportunityid#
    Rule Actions
    Rule Actions

On enabling this escalation rule opportunity should be updated to Proposal Approved stage when the linked Quote stage is Approved.

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