Sales Stage is not updating correctly for new Opportunities.
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When we import the Sample data in a vanilla Org and create a custom view on Opportunities entity.
Filter criteria => Opportunities ContainsData
Add 'sales stage' column to the view.
The 'sales stage' column on the view gets populated with correct stage (Qualify , Develop , Propose , Close ) information.
However, for newly created opportunities the 'SalesStage' column on view shows as blank and when we check the 'Sales Stage' column in DB it has a null value,
Following are the update queries running in the background when we toggle between stages.
>update [OpportunityBase] set [StageId]='650e06b4-789b-46c1-822b-0da76bedb1ed', [StepName]='2-Develop', [ModifiedOn]='05/01/2014 23:45:39', [ModifiedBy]='313f27c4-a340-e311-93f0-00155d4a3214', [ModifiedOnBehalfBy]=NULL where ([OpportunityId] = '9993173b-88d1-e311-9412-00155d48592e')
>update [OpportunityBase] set [StageId]='d3ca8878-8d7b-47b9-852d-fcd838790cfd', [StepName]='3-Propose', [ModifiedOn]='05/01/2014 23:45:48', [ModifiedBy]='313f27c4-a340-e311-93f0-00155d4a3214', [ModifiedOnBehalfBy]=NULL where ([OpportunityId] = '9993173b-88d1-e311-9412-00155d48592e')
>update [OpportunityBase] set [StageId]='bb7e830a-61bd-441b-b1fd-6bb104ffa027', [StepName]='4-Close', [ModifiedOn]='05/01/2014 23:46:00', [ModifiedBy]='313f27c4-a340-e311-93f0-00155d4a3214', [ModifiedOnBehalfBy]=NULL where ([OpportunityId] = '9993173b-88d1-e311-9412-00155d48592e')
In the above queries there is no update to 'Sales Stage' column on DB. Hence the same not getting reflected on the view.
However, when we either close the opportunity as won or lost, the 'Sales Stage' gets updated via the following query, and correspondingly we see the same reflected on the view.
>update [OpportunityBase] set [TotalLineItemAmount]=0.0000, [DiscountAmount_Base]=NULL, [TotalTax_Base]=0, [TotalLineItemDiscountAmount_Base]=0, [ModifiedOnBehalfBy]=NULL, [TotalDiscountAmount_Base]=0, [BudgetAmount]=NULL, [BudgetAmount_Base]=NULL, [ActualCloseDate]='05/01/2014 07:00:00', [FreightAmount]=NULL, [ActualValue_Base]=0, [TotalAmountLessFreight_Base]=0, [TotalLineItemDiscountAmount]=0.0000, [DiscountAmount]=NULL, [EstimatedValue]=NULL, [TimeZoneRuleVersionNumber]=0, [TotalAmount]=0.0000, [TotalTax]=0.0000, [EstimatedValue_Base]=NULL, [SalesStage]=3, [ModifiedOn]='05/01/2014 23:46:25', [TotalDiscountAmount]=0.0000, [FreightAmount_Base]=NULL, [ActualValue]=0, [ModifiedBy]='313f27c4-a340-e311-93f0-00155d4a3214', [TotalAmountLessFreight]=0.0000, [TotalAmount_Base]=0, [ExchangeRate]=1.0000000000, [TotalLineItemAmount_Base]=0, [TransactionCurrencyId]='02403341-a440-e311-93f0-00155d4a3214' where ([OpportunityId] = '9993173b-88d1-e311-9412-00155d48592e')
Repro Steps:
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1. Settings -> Data management -> Sample Data -> Install Sample Data.
2. After Sample data is imported go, to Sales-> Opportunities -> Select New System View under Ribbon.
3. Name it as Test view, and click OK, Click on Add Column and select Sales Stage and OK, Save and Close.
4. Select Test View and we can now see The Opportunities and corresponding Sales Stages. We can see that Sample data for Opportunities are in various stages.
5. Create a new Opportunity "New", Save & Close.
6. Come back to Test View and see the Corresponding Sales Stage for "New" Opportunity. Its BLANK.
7. Now open the New Opportunity and change stages by clicking on "Next Stage" and Come back to Test View under Opportunity and check Sales Stage, it will not be updated.
8. Now Close the Opportunity as Won for "New", now we see the change on Sales Stage Column as Close.
Comments
Thank you for your feedback. With the introduction of business process flows in CRM 2013, the sales stage field is no longer used. Instead, the pipeline phase is updated with the category of the active stage in the process flow. It is for this reason that new records have null values populated in them. Currently, addressing this is not in our immediate roadmap, however, we are tracking it and if we indeed get more feedback and votes, we may consider it in future. Regards, Karan
Category: Account, Contact, Calendar and Activity Management
Administrator on 4/24/2023 3:39:55 PM
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.