SalesForce Error Checking Needs before an UPG Opportunity can be moved from Stage 5 to Stage 6Stan & Ashley,
Based on our last meeting, Carol, Kate, & I have compliled a list of error checking that is needed before an upgrade is submitted to Orion. Some of these are already covered in our prerequistes for Business Use Case 004 but want to show the entire list so we can review and discuss each one as we update/review BUC 004.
Thanks!
Kathy
- Account is validated
- Salesgroup is validated
- Site number is correct (must be the primary or core site)
- All required upgrade fields are completed
- Customer email or PO authorizing the upgrade
- Incorrect effective date (15th or the end of the month, unless the upgrade occurs on the anniversary date when the sites anniversary date is the 1st of month. May need to be dependent on country).
- Incorrect quantities
- SF currently defaults WX6. The opsys needs to reflect the same as the site on the GIDB
- Incorrect fees
- Discount without approval
- If PO number is provided. If PO is received, attach to request, if not, then put a note PO# reference only. (PO should be reviewed first to ensure all info is correct).
- Marked split but all split info is not provided
- Not marked with a split but there is a secondary opportunity(s)
