Hi folks,
I am little bit confused for the exact scenario and functionality of account life cycle. Although I know that Account life cycle is used to define the BP roles's stage.
I tried some scenarios:
1. I went to the BP Role Exclusion group setting and created two role in BP role Exclusion group one is prospects & second is sold to party. After this allow a permitted transition from prospects to sold to party.
2. Enable the life cycle stage.
After completing this configuration, I could see that Prospects and Sold to party BP role are missing from BP roles but that role could be chosen from life cycle stage.
Till yet, every thing was OK.
Then i created a prospect from Web ui by selecting the prospects role from life stage cycle.
Then i tried to create the opportunity transaction and quotation transaction from that prospects and system allowed me to create quotation document with that prospects number... In actual the system asks for a sold to party detail not prospects.
My 1st question is "As i did not convert the prospects into sold to party then Why the CRM system is allowing the entering a prospects into Quotation document?
2nd Question is: If it is allowing then Will it be possible to replicate the prospects into ECC system as sold to party role?
3rd Question is : Could any body give a practical scenario where this functionality can be used?
Even if i do not do any account life cycle configuration, I get the same result while creating the opportunity and quotation then what exactly is the use of account life cycle.
Thanks in advance.
Best regards,
Dinesh.
Message was edited by: Dinesh Sachdeva
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