Field help (OPPSTE)

Use this field to specify the successive steps reached by the project.
A new step can be automatically created. The creation of a pre-sales step is defined as automatic in the setup of miscellaneous table 400 - Project step, via the following information: Step type (local menu 2973).

Setup example for Table 400 - Project step:

Depending on the setup of this table, some step types can be automatically created:

• First stage of a sales cycle
  When creating a project: if there is, in the table, a step associated with step type 'First stage of a sales cycle', the first step is automatically created.
  If this step type is associated with various steps, the first step in increasing order of code is taken into account.
  If this step type is not associated with any step, the step must be entered manually, since the first step is mandatory.
  In the current example, step 'Project detected' is automatically created.
  
   
• Sending of a quote
  When creating a quote associated with the project: if there is, in the table, a step associated with step type 'Sending of a quote', the step is automatically created and the number of quotes is updated.
  If this step type is associated with various steps, the first step in increasing order of code is taken into account.
  If this step type is not associated with any step, no automatic creation is triggered.
  In the current example, step 'Quoted' is automatically created.
   In the case where an automatic creation is implemented for quotes, a quote can be created in relation to a project, even though this project has been closed. In this case, it is automatically opened again.
   
• Negotiation
  When creating a call, task or appointment: if there is, in the table, a step associated with step type 'Negotiation', the step is automatically created.
  If this step type is associated with various steps, the first step in increasing order of code is taken into account.
  If this step type is not associated with any step, no automatic creation is triggered.
  In the current example, step 'Negotiation' is automatically created.
   
• Project gained
  When creating the first order: if there is, in the table, a step associated with step type 'Project gained', the step is automatically created and the project status switches to 'Won'.
  From then on, no more pre-sales steps are automatically created. The new steps are after-sales steps for which there is no automatic creation.
  If this step type is associated with various steps, the first step in increasing order of code is taken into account.
  If this step type is not associated with any step, no automatic creation is triggered.
  In the current example, step 'Project won' is automatically created and the project status switches to 'Won'.
   In the case where an automatic creation is implemented for orders, an order can be created in relation to a project, even though this project has been closed. In this case, it is automatically opened again.
   
• No step
• Project lost
• Project abandoned
  
  These step types are not automatically created. The steps must be created manually.

Additional details about the setup of miscellaneous table 400 - Project step

• (1) Closing:
  Use this field to specify whether the project must be closed or not at this step.