Field help (OPPREN) @ L.V. Expertise X3

The Reason of the end of stage can be entered only if the stage is 'Completed'.
You can either enter a free text or select it from the list of end of stage reasons. A list of actual reasons is available for each step. This list both comes from the setup of miscellaneous table 400 and miscellaneous table 419, based on the following principle:

Miscellaneous table 400 contains the list of after-sales stages, each identified by a code.
Miscellaneous table 419 contains the list of before-sales reasons. In the setup of this table, you can specify the before-sales stage one specific reason applies to. The stage code is specified at the Short description level of the reason.

Example:

Table 400 - Project stages:

Code	Title	Short title	Closing	Step type
APD	Project detected	Detected	No	No associated action
BPR	Quote quoted	Quoted	No	No associated action
CNE	Negotiation	Negotiation	No	No associated action

Table 419 - Before-sales reasons:

Code	Title	Short title
A1	Budget accepted	BPR
B1	Internal agreement reached	BPR
C1	No offer adapted	APD
D1	Management validation	BPR

On entering reasons with a 'Complete' stage:

For the BPR - quoted stage, the list of suggested reasons is as follows:

- 'Budget accepted'
- 'Internal agreement reached'
- 'Management validation'
For the ADP - Detected project stage, only the reason 'No adapted offer' is set up so as to apply to this stage. It is thus selected automatically.
For the CNE - Negotiation stage, no reason is set up so as to apply to this stage. No list is therefore suggested upon entry.