0
13.1.0
Australia, Zurich, Yokohama
Standalone Application
The Opportunity Data Model application gives access to the opportunity tables that allow organizations to store any opportunity-related data.
The following tables have been added to support opportunity creation and tracking:
- Opportunity
- Opportunity Competitor
- Opportunity Line Item
- Opportunity Line Characteristics
- Opportunity Stage
- Opportunity Task
- Opportunity Needs
- Opportunity Team Member
- Opportunity Associated Contacts
- Sales Cycle Stage
- Sales Cycle Type
- Opportunity Allocation Type
- Opportunity Allocation Dimension
- Opportunity Allocation
New:
- Added support for Opportunity records in global search
- UI refinements on the Opportunity page — padding fixes and rebranding updates
- Quote tasks for primary quotes now appear in the To-Do section of the Opportunity Overview page
- Added configurable dependency between Won/Lost stage and Won/Lost reason fields, controlled via system properties
Fixed:
- Resolved UX defects on the Opportunity Overview page and Guided Selling experience
- Fixed semantic search results for Opportunity records
- Corrected inconsistencies in Contract End Date and Term (months) calculations within Opportunity Management
- Price list on Opportunity now updates correctly when currency is changed
- Resolved intermittent "One or more property values are invalid" error in Manage Allocations when saving allocation splits
- Addressed performance issues on the Opportunity page
Required plugins and products
- com.sn_customerservice
- com.sn_prd_pm
- com.sn_csm_pricing
- com.snc.l2c_core
Dependencies
- com.sn_l2c_sales_common
- Properties that need to be created or set to activate the content pack
- Affected business rules
- Affected script includes
- .jar files that need to get uploaded, if applicable
- CRM data access for Opportunity team members via Responsibility framework will require minimum platform version as Zurich Patch 3