Against one lead there should be only one opportunity has to be created...?

[former_member61556]

Hi experts

Can any one tell me how can i restrict system to restrict

Against one lead there should be only  one opportunity has to be created...?

Scenario: end user should only create only unique Opportunity on lead, could any one please suggest me how can i do it

Thanks

chinna babu jollammagari

[AnupDDesai · Accepted solution]

Hi Chinna Babu, As per my knowledge would suggest you to implement BADI "crm_copy_badi" method: "IF_EX_CRM_COPY_BADI~COPY" and implement custom logic to check your requirement. Best Regards, Anup

[former_member61556 · Accepted solution]

Hi Anup Dattaraj Desai

can u please elaborate

thanks

chinna babu jollammagari

[former_member196553 · Accepted solution]

Hello,

I can imagine the following different ways to get the requested design:

1. use CRM_COPY_BADI as mentioned by
2. use status management to prevent the generation of follow up documents - setting 'change attributes' to forbidden is restrictive but should work.
3. use the lead to opportunity workflow WS10001011 to auto generate opportunities. The workflow parameter may prevent the workflow from being executed depending on the lead status. You may find some information in the SCN Wiki:
   
   Lead Management - CRM - SCN Wiki

I hope this helps.

regards,

Johannes