Discussions

Check out Oracle NetSuite upcoming events and conferences here
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now!
RUN, DON’T WALK...Registration for #SuiteWorld 2022 is officially OPEN! This special early bird price won’t last long, so make sure you don’t miss out: https://lnkd.in/gGRN78A3
YOUR VOICE MATTERS! VOTE FOR OUR NEXT WEBINAR TOPIC NOW.
Click on this link for the poll.

Workflow: Set Field Value of Status / Probability on Opportunity

edited Oct 4, 2021 3:44PM in Ask A Guru 3 comments

I've created a simple workflow that sets a number of default field values of an Opportunity transaction based on the User Role. Everything is working as designed * except * for the Opportunity Status / Probability fields.

Let's say under Setup -> Sales -> Customer Statuses our list contains the following entries:

Need Identified 10%

Budget Confirmed 30%

Buying Proces 40%

In the workflow, I've set the Opportunity/Estimate Status to a Static value of Budget Confirmed (using the Selection dropdown).

The value of Budget Confirmed appears correctly on a new Opportunity Transaction. However, the Probability % is not showing 30%. Instead its showing 10% which is associated with Need Identified (our default under Sales Preferences).

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

This Week's Leaders

This Month's Leaders

All Time Leaders