{"id":14936,"date":"2017-08-23T06:52:36","date_gmt":"2017-08-23T06:52:36","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14936"},"modified":"2019-03-11T12:03:08","modified_gmt":"2019-03-11T12:03:08","slug":"how-to-exclude-auto-opportunities-created-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/23\/how-to-exclude-auto-opportunities-created-in-sage-crm\/","title":{"rendered":"How to Exclude Auto-Opportunities created in Sage CRM?"},"content":{"rendered":"<p><a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener\">Sage CRM\u2019s<\/a> Opportunities is the heart of every potential sale done with the Customer. These opportunities further helps to track\/maintain the Quotations and Orders raised against the Sale. However, CRM\u2019s feature of allowing the Users to create direct Quotes or Orders in CRM is also not left unnoticed, which can help the Users to maintain direct Sales Order linked to the Products. But what is the alternative to exclude the auto-opportunities generated through such direct quote or order creation in CRM?<\/p>\n<p><em><strong>New Stuff:<\/strong><\/em><span style=\"color: #993300;\">\u00a0<\/span><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/22\/modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm-part-2\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #993300;\"><span style=\"color: #000000;\">Modifying the values of User Select field of Email Editor Screen in Sage CRM \u2013 Part 2<\/span><\/span><\/a><\/p>\n<p>One of Client had come up with a requirement of excluding\/deleting all the auto-opportunities from the system. One of the main reason for doing so was to stabilize the Pipeline and Forecast Amount as these opportunity records used to remain unattended\/updated. On analyzing I was able to find that these records have some of the fields set to null like forecast, close by, certainty, priority etc. So based on this values we thought of excluding the opportunity.<br \/>\nBelow are the steps that needs to be followed &#8211;<\/p>\n<ul>\n<li><strong>Step1:<\/strong> Create the dummy field in opportunity entity, for example <em><strong>Oppo_flag<\/strong><\/em>.<\/li>\n<li><strong>Step2:<\/strong><strong> \u00a0<\/strong>\u00a0Create the table Level script in opportunity entity.<\/li>\n<\/ul>\n<p>Go to\u00a0<strong>Administrator<\/strong><strong> -&gt;<\/strong><strong> Customization -&gt; Opportunity -&gt; <\/strong><strong>TableScripts -&gt;New<\/strong>.<br \/>\nGive name as <strong>Opportunity<\/strong> and add below given script in <strong>InsertRecord()<\/strong> function, Click on save button.<br \/>\nvar sCertainty=&#8221;&#8221;;<br \/>\nsCertainty=new String(FormValues(&#8220;Oppo_Certainty&#8221;));<br \/>\nif(sCertainty==&#8221;null&#8221; || sCertainty==&#8221;undefined&#8221; ||sCertainty==&#8221;&#8221;)<br \/>\n{<br \/>\nsCertainty=new String(Values(&#8220;Oppo_Certainty&#8221;))<br \/>\nif(sCertainty==&#8221;null&#8221; || sCertainty==&#8221;undefined&#8221; ||sCertainty==&#8221;&#8221;)<br \/>\n{<br \/>\nsCertainty=new String(CRM.GetContextInfo(&#8216;Opportunity&#8217;,&#8217;Oppo_Certainty&#8217;))<br \/>\nif(sCertainty==&#8221;null&#8221; || sCertainty==&#8221;undefined&#8221; ||sCertainty==&#8221;&#8221;)sCertainty=&#8221;&#8221;;<br \/>\n}<br \/>\n}<br \/>\nvar sClose=&#8221;&#8221;;<br \/>\nsClose=new String(FormValues(&#8220;Oppo_TargetClose&#8221;));<br \/>\nif(sClose==&#8221;null&#8221; || sClose==&#8221;undefined&#8221; ||sClose==&#8221;&#8221;)<br \/>\n{<br \/>\nsClose=new String(Values(&#8220;Oppo_TargetClose&#8221;))<br \/>\nif(sClose==&#8221;null&#8221; || sClose==&#8221;undefined&#8221; ||sClose==&#8221;&#8221;)<br \/>\n{<br \/>\nsClose=new String(CRM.GetContextInfo(&#8216;Opportunity&#8217;,&#8217;Oppo_TargetClose&#8217;))<br \/>\nif(sClose==&#8221;null&#8221; || sClose==&#8221;undefined&#8221; ||sClose==&#8221;&#8221;)sClose=&#8221;&#8221;;<br \/>\n}<br \/>\n}<br \/>\nif(sCertainty==&#8221;&#8221; &amp;&amp; sClose==&#8221;&#8221;)<br \/>\nValues(&#8220;oppo_flag&#8221;)=&#8221;YES&#8221;;<\/p>\n<ul>\n<li><strong>Step3:<\/strong> Now change the views which are executed for finding the opportunity.<\/li>\n<\/ul>\n<p>Go to\u00a0<strong>Administrator -&gt;<\/strong><strong> Customization -&gt; Opportunity -&gt; <\/strong><strong>Views.<\/strong><br \/>\nOpen the <strong>vListOpportunity<\/strong> and click on Change button and add the following condition at the end of the code and save the view.<br \/>\n<strong><em>\u201cand oppo_flag is null\u201d<\/em><\/strong><br \/>\nDo the same for <strong>vSearchListOpportunity<\/strong> view.<br \/>\nNow create the New order, Opportunity which was created against the order is excluded from the Opportunity Pipeline as well as from the Find Menu option.<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"http:\/\/www.greytrix.com\/\">Greytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n<p><a href=\"http:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3<\/a>),\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct<\/a>, <a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\">Sage 500<\/a>\u00a0and\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300<\/a>).We also offer best-in-class\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP<\/a> and <a href=\"http:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/business-manager\">Greytrix Business Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-project-manager\">Sage CRM Project Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-resource-planner\">Sage CRM Resource Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage CRM Contract Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-event-manager\">Sage CRM Event Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-budget-planner\">Sage CRM Budget Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/gmail-integration-for-sage-crm\">Gmail Integration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-mobile-service-signature\">Sage CRM Mobile Service Signature<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-cti-framework\">Sage CRM CTI Framework<\/a>.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>.<\/p>\n<p>For more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM\u2019s Opportunities is the heart of every potential sale done with the Customer. These opportunities further helps to track\/maintain the Quotations and Orders raised against the Sale. However, CRM\u2019s feature of allowing the Users to create direct Quotes or Orders in CRM is also not left unnoticed, which can help the Users to maintain\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/23\/how-to-exclude-auto-opportunities-created-in-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[269,271,272,332,393],"tags":[595,947,967,968,1109,1365,1708],"class_list":["post-14936","post","type-post","status-publish","format-standard","hentry","category-opportunity-sage-crm","category-order","category-orders","category-sage-crm","category-tables","tag-auto-opportunity","tag-delete-opportunity","tag-direct-order","tag-direct-quote-and-orders","tag-exclude-direct-opportunity","tag-how-to-exclude-auto-opportunities-created-in-sage-crm","tag-opportunity"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Exclude Auto-Opportunities created in Sage CRM? - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/23\/how-to-exclude-auto-opportunities-created-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Exclude Auto-Opportunities created in Sage CRM? - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM\u2019s Opportunities is the heart of every potential sale done with the Customer. 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