Create New Opportunity Revision

Explanation

Creating a new revision can be done at any time during the sales process. When creating an opportunity, a revision is created automatically, but any new revisions have to be created manually. Revisions are normally created to keep a history log of changes done to the business opportunity throughout its lifetime.

Notice that revising a business opportunity only affects the opportunity lines. The rest of the opportunity belongs to the opportunity header and will remain the same for all the revisions.

Prerequisites

• An opportunity must not be in the Closed, Canceled or On Hold status.

System Effects

• A new revision will be created and displayed on the Business Opportunity/Revision tab.
• Opportunity lines will be copied from the old revision to the new revision.
• The new revision will be active and the old revision will be obsolete.

Window

Business Opportunity

Related Window Descriptions

Business Opportunity
Business Opportunity/Revision

Procedure

1. Open the Business Opportunity window, and click the Revision tab.
2. Right-click and then click Create Revision to open the Create New Opportunity Revision dialog box.
   Note: The revision number on which the new revision will be based, will be used by default for the latest revision, which is not in the Obsolete or Canceled status. If you right-click on the revision line on the Business Opportunity/Revisions tab, the revision number will be the default value for the revision number of the selected revision line. This can be overwritten and the List of Values will bring up all the revisions on the opportunity.
3. The new revision number will be calculated automatically.
4. Enter a reason code. Use the List of Values to select from all the reason codes with the reason type Revision.
5. If required, notes about the revision can be entered in the Revision Notes field.
6. Click OK to confirm.

Note: The same activity can be done on the header of the Business Opportunity/Opportunity Lines tab.