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OPPORTUNITIES 1.

OPPORTUNITY DETAIL PAGE
Actions
Reference ID OPPD-ACT-1 OPPD-ACT-2 OPPD-ACT-3 OPPD-ACT-4 OPPD-ACT-5 OPPD-ACT-6 Action Name Log Customer Contact Request Quote Assign Channel Partner Resolve as a loss Create Task Reset to Quote Delivered Profile Permissions
Reseller Rep

QA Validation
Pass/Fail

Y Y N Y Y N

Pass Pass Pass Fails to appear Pass Pass

Standar d Fields
Reference ID OPPDSFLD-1 OPPDSFLD-2 OPPDSFLD-3 OPPDSFLD-4 OPPDSFLD-5 OPPDSFLD-6 OPPDSFLD-7 OPPDSFLD-8 OPPDSFLD-9 OPPDSFLD-10
Field Name Display Label Data Type

Field Level Profile Permission s
Reseller Rep

QA Validation
Pass/Fail

flows.salesStages.state amount batchQuarter businessLine clientRegion clientTerritory clientTheatre commitLevel contractNumber country

Sales Stage Amount Batch Quarter Line of Business Client Region Client Territory Client Theatre Commit Level Contract Number Country

flows core.currency string lookup lookup lookup lookup lookup string lookup

R

Pass Pass

R

Pass Pass

R R R RW* R R

Pass Pass Pass Pass Pass Pass

currency date RW lookup number core.currency R Fails to appear Pass R Pass Fail-Should not appear Fail-Should not appear .currency number core.OPPDSFLD-11 OPPDSFLD-12 OPPDSFLD-13 OPPDSFLD-14 OPPDSFLD-15 OPPDSFLD-16 OPPDSFLD-17 OPPDSFLD-18 OPPDSFLD-19 OPPDSFLD-20 OPPDSFLD-21 OPPDSFLD-22 OPPDSFLD-23 OPPDSFLD-24 OPPDSFLD-25 OPPDSFLD-26 OPPDSFLD-27 OPPDSFLD-28 OPPDSFLD-29 OPPDSFLD-30 OPPDSFLD-31 OPPDSFLD-32 OPPDSFLD-33 directChannel displayName earliestExistingStartDate earliestNewStartDate forecastedCloseDate systemProperties.lastModifiedO n latestNewEndDate migrationContactedDate migrationQuotedDate migrationSalesStage resolutionDate result resultReason sfdcId Engagemen t Type Display Name Earliest Existing Start Date Earliest New Start Date Forecasted Close Date Last Updated By Last Updated On Latest New End Date Migration Contacted Date Migration Quoted Date Migration Sales Stage Resolution Date Result Result Reason Salesforce Identifier lookup string R R Pass Pass date R Fails to appear date date systempropertie s systempropertie s date R RW* R R R Fails to appear Pass Pass Pass Fails to appear date Pass date string date lookup lookup string R Pass Pass Fails to appear Pass Pass Pass Fail-Should have RW Permission Pass R Pass tags targetAmount targetDate targetPeriod discount resllerAmount resellerDiscount resellerTargetAmount Tags Target Amount Expiration Date Target Selling Period Discount List Price Reseller Discount Reseller Target string core.lastModifiedBy systemProperties.

Amount OPPDSFLD-34 OPPDSFLD-35 isIncumbent batchType Is Incumbent Batch Type calculated lookup R R Fails to appear Fails to appear Relationships Relationship Profile Permissions Field Name Display Label Data Type Reseller Rep Reference ID OPPD-RLTN-1 OPPD-RLTN-2 OPPD-RLTN-3 OPPD-RLTN-4 OPPD-RLTN-5 OPPD-RLTN-6 OPPD-RLTN-7 OPPD-RLTN-8 OPPD-RLTN-9 OPPD-RLTN-10 OPPD-RLTN-11 OPPD-RLTN-12 OPPD-RLTN-13 OPPD-RLTN-14 OPPD-RLTN-15 OPPD-RLTN-16 OPPD-RLTN-17 OPPD-RLTN-18 OPPD-RLTN-19 OPPD-RLTN-20 QA Comments Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass assignedTeam booking consolidatedTo competitor customer distributorRep incentive primaryQuote quote resellerRep salesRep splitTo assignedReseller subordinateOpportunity primaryReseller masterOpportunity clientContact primaryOpportunity distributor reseller Assigned Team Booking Consolidated To Competitor Customer Distributor Rep Incentive Primary Quote Quote Reseller Rep Sales Rep Split To Assigned Reseller Subordinate Opportunity Primary Reseller Master Opportunity Client Contact Primary Opportunity Distributor Reseller relation relation relation relation relation relation relation relation relation relation relation relation relation relation relation relation relation relation relation relation R RW R R RW RW R R R R R 2. OPPORTUNITY DETAIL SUBTABS (SUBGRID) Offers Subtab .

Offer Filters Reference ID OPPD-SUBOFF-FLTR-1 OPPD-SUBOFF-FLTR-2 OPPD-SUBOFF-FLTR-3 Filter Name Standard? Reseller Rep QA Comments Pass Pass Pass All To Quote Do Not Quote Y Y Y Y Y Y Offer Columns Profile Visibility Column Display Name Reseller Rep Reference ID Display Order QA Comments OPPD-SUBOFFCOL-1 OPPD-SUBOFFCOL-2 OPPD-SUBOFFCOL-3 OPPD-SUBOFFCOL-4 OPPD-SUBOFFCOL-5 OPPD-SUBOFFCOL-6 OPPD-SUBOFFCOL-7 OPPD-SUBOFFCOL-8 OPPD-SUBOFFCOL-9 OPPD-SUBOFFCOL-10 OPPD-SUBOFFCOL-11 NAME INCLUDE ON QUOTE START DATE END DATE PREVIOUS ASSET PRODUCT AMOUNT RESELLER AMOUNT QUANTITY RESOLUTION REASON LOAD BATCH ID 1 2 3 4 5 6 7 8 9 10 11 Y Y Y Y Y Y N Y Y Y N Pass Pass Pass Pass Pass Pass Pass fails to appear in correct order fails to appear in correct order fails to appear Pass Offer Actions OPPD-SUBOFFACT-1 OPPD-SUBOFFACT-2 OPPD-SUBOFFACT-3 OPPD-SUBOFFACT-4 Mark To Quote Mark Do Not Quote Revert Offer List Edit Offer Y Y Y* Y QA Comments Pass Pass Fails to appear Pass .

OPPD-SUBOFFACT-5 OPPD-SUBOFFACT-6 OPPD-SUBOFFACT-7 Move Offers Resolve as a loss Edit Multiple N Y Y Pass Fails to appear Pass Quotes Subtab Quote Columns Column Display Name Reseller Rep Display Order Reference ID OPPD-SUBQT-COL1 OPPD-SUBQT-COL2 OPPD-SUBQT-COL4 OPPD-SUBQT-COL5 OPPD-SUBQT-COL6 OPPD-SUBQT-COL7 OPPD-SUBQT-COL8 OPPD-SUBQT-COL9 QA Comments Pass Pass Pass Fails to appear Pass Pass Pass Pass NAME PRIMARY STATUS RESELLER AMOUNT RESELLER AMOUNT LATEST END DATE LOAD BATCH ID 2 1 3 4 6 7 8 9 Y Y Y Y N Y Y N Quote Actions OPPD-SUBQT-ACT1 OPPD-SUBQT-ACT2 OPPD-SUBQT-ACT3 OPPD-SUBQT-ACT4 OPPD-SUBQT-ACT5 OPPD-SUBQT-ACT6 Log Customer Commitment Request Booking Y Set Quote as Primary N Edit Multiple Y Export N Activate Y Y QA Comments Fails to appear Fails to appear Pass Pass Pass Pass .

OPPD-SUBQT-ACT7 N Deactivate Pass Bookings Subtab Booking Columns Column Display Name Reseller Rep Display Order Reference ID OPPD-SUBBK-COL1 OPPD-SUBBK-COL2 OPPD-SUBBK-COL3 OPPD-SUBBK-COL4 OPPD-SUBBK-COL5 OPPD-SUBBK-COL6 QA Comments Pass Pass Pass Pass Pass Pass NAME STATUS REQUESTED ON REQUEST DUE DATE AMOUNT LOAD BATCH ID 1 2 3 4 5 6 Y Y Y Y Y N Notes Subtab Reference ID OPPD-SUBNT-COL1 OPPD-SUBNT-COL2 OPPD-SUBNT-COL3 Column Display Name Profile Visibility Reseller Rep QA Comments Pass Pass Pass Notes Field Add Attachment Button Post Button Y Y Y Reference ID OPPTB-FLTR-1 OPPTB-FLTR-2 OPPTB-FLTR-3 OPPTB-FLTR-4 OPPTB-FLTR-5 OPPTB-FLTR-6 OPPTB-FLTR-7 OPPTB-FLTR-8 Filter Name Standard? Reseller Rep QA Comments Pass Pass Pass Pass Pass Pass Pass Pass All Open Quotes Ready Expired Expiring This Week Top Deals Resolved My Opportunities Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y .

Columns Reference ID OPPTB-GRD-1 OPPTB-GRD-2 OPPTB-GRD-3 OPPTB-GRD-4 OPPTB-GRD-5 OPPTB-GRD-6 OPPTB-GRD-7 OPPTB-GRD-8 OPPTB-GRD-9 OPPTB-GRD-10 OPPTB-GRD-11 OPPTB-GRD-12 OPPTB-GRD-13 OPPTB-GRD-14 OPPTB-GRD-15 Column Display Name Display Order Profile Visibility Reseller Rep QA Comments Pass Pass Pass Pass Fail.order is not correct Fail.should not visible Fail .should not visible Pass Pass NAME SALES STAGE EXPIRATION DATE CUSTOMER Reseller RESELLER REP SALES REP TARGET AMOUNT AMOUNT RESELLER TARGET AMOUNT RESELLER AMOUNT COMMIT Reseller LOAD BATCH ID DATA QUALITY 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Y Y Y Y N Y N N N Y Y Y N N N Search Facets Reference ID OPPTB-SRCH-1 OPPTB-SRCH-2 OPPTB-SRCH-3 OPPTB-SRCH-4 OPPTB-SRCH-5 OPPTB-SRCH-6 OPPTB-SRCH-7 OPPTB-SRCH-8 Search Facet Name Data Type Field Level Profile Permissions Reseller Rep QA Comments Pass Pass Pass Fails to appear Pass Pass Pass Pass Failshould not visible BATCH-QUARTER COMMIT CONSOLIDATED-TO CREATED ON CUSTOMER CUSTOMERCOMMITMENT-DATE DISTRIBUTOR DISTRIBUTOR-REP String List String String Auto-complete String Auto-complete Auto-complete Y Y Y Y Y Y Y Y OPPTB-SRCH-9 DQ String N .should not visible Pass Pass Fail .order is not correct Fail .order is not correct Fail .order is not correct Fail.

OPPTB-SRCH-10 DQ-ACTION String N Failshould not visible Failshould not visible Failshould not visible Fails to appear Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Pass Fails to appear Pass Pass Pass Pass Pass Pass Pass Fails to appear Pass Pass Fails to appear OPPTB-SRCH-11 DQ-ELEMENT String N OPPTB-SRCH-12 OPPTB-SRCH-13 OPPTB-SRCH-14 OPPTB-SRCH-15 OPPTB-SRCH-16 OPPTB-SRCH-17 OPPTB-SRCH-18 OPPTB-SRCH-19 OPPTB-SRCH-20 OPPTB-SRCH-21 OPPTB-SRCH-22 OPPTB-SRCH-23 OPPTB-SRCH-24 OPPTB-SRCH-25 OPPTB-SRCH-26 OPPTB-SRCH-27 OPPTB-SRCH-28 OPPTB-SRCH-29 OPPTB-SRCH-30 OPPTB-SRCH-31 OPPTB-SRCH-32 OPPTB-SRCH-33 OPPTB-SRCH-34 OPPTB-SRCH-35 OPPTB-SRCH-36 OPPTB-SRCH-37 OPPTB-SRCH-38 DQ-MESSAGE EXPIRATION-DATE FIRST-CONTACTED-DATE TERRITORY REGION THEATRE INCUMBENT-RESELLER INCUMBENT-DISTRIBUTOR LAST-UPDATED LOAD-BATCH-ID NAME PREVIOUS-AMOUNT PRODUCT QUOTE-DELIVERED-DATE QUOTE STATUS QUOTES-READY RESELLER RESELLER-REP RESOLUTION-DATE SALES-REP SELLING-PERIOD SALES-STAGE TAG UNWEIGHTED AMOUNT COUNTRY ASSIGNED-TEAM Quote Expiration Date String String String String List List Auto-complete Auto-complete String String String String String String List Boolean Auto-complete Auto-complete String Auto-complete List List String String List Auto-complete String N Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Actions Profile Visibility .

relationship RW RW RW RW Fails to Appear Fails to Appear Pass . RELATED SCREENS Log Customer Contact Screen Customer Contact Fields Reference ID OPPD-LOGCTC-1 OPPD-LOGCTC-2 OPPD-LOGCTC-3 OPPD-LOGCTC-4 Field Name Commit Level Date Contacted Contact Method Description Create Follow Up Task Forecasted Close Date Recipient Related Task Field Type lookup date lookup string Field Level Profile Permissions Reseller Rep QA Validation Pass/Fail Fails to Appear Pass Pass RW RW RW RW Pass Pass OPPD-LOGCTC-5 OPPD-LOGCTC-6 OPPD-LOGCTC-7 OPPD-LOGCTC-8 app.Reference ID OPPTB-ACT-1 OPPTB-ACT-2 OPPTB-ACT-3 OPPTB-ACT-4 OPPTB-ACT-5 OPPTB-ACT-6 Action Name Add To Incentive Delete Export Edit Multiple Create Task Add to Campaign Reseller Rep QA Comments Pass Pass Pass Pass Pass Pass Failshould not appear N N Y Y Y Y N OPPTB-ACT-7 OPPTB-ACT-8 OPPTB-ACT-9 OPPTB-ACT-10 Consolidate Transition To Selling Period Complete Quote Complete Booking N N N N Pass Pass Pass Failshould not appear Pass OPPTB-ACT-11 OPPTB-ACT-12 Request Quote Export Offers Y 4.task date relation core.

currency string lookup string string date string string systemproperties systemproperties lookup date core.OPPD-LOGCTC-9 OPPD-LOGCTC-10 Sender Successful Contact relation boolean R RW Fails to Appear Pass Opportunity Edit Offer Screen Edit Offer Fields Reference ID OPPD-SUBOFFOFF-1 OPPD-SUBOFFOFF-2 OPPD-SUBOFFOFF-3 OPPD-SUBOFFOFF-4 OPPD-SUBOFFOFF-5 OPPD-SUBOFFOFF-6 OPPD-SUBOFFOFF-7 OPPD-SUBOFFOFF-8 OPPD-SUBOFFOFF-9 OPPD-SUBOFFOFF-10 OPPD-SUBOFFOFF-11 OPPD-SUBOFFOFF-12 OPPD-SUBOFFOFF-13 OPPD-SUBOFFOFF-14 OPPD-SUBOFFOFF-15 OPPD-SUBOFFOFF-16 OPPD-SUBOFFOFF-17 Field Name Field Type Field Level Profile Permissions Reseller Rep QA Validation Pass/Fail Amount Batch Quarter Batch Type Description Name End Date Existing Contract Number Existing PO Number Last Updated By Last Updated On Result Reason Start Date Target Amount Expiration Date Target Selling Period Standard Discount List Price core.currency date lookup number core.currency R R R R RW R R R R RW RW R R Pass Pass fails to appear Pass Pass Pass Pass Pass fails to appear fails to appear fails to appear Pass Pass Pass fails to appear Pass Pass .

name appears as quote name fails to appear Pass fails to appear Pass Pass fails Request currency appears as currency fails to appear Field Level Profile Permissions Reseller Rep QA Validation Pass/Fail OPPD-SUBOFF-RQ-2 OPPD-SUBOFF-RQ-3 OPPD-SUBOFF-RQ-4 OPPD-SUBOFF-RQ-5 OPPD-SUBOFF-RQ-6 OPPD-SUBOFF-RQ-7 Name Distributor Due Date Line Items Priority Requested By string relation date app.OPPD-SUBOFFOFF-18 OPPD-SUBOFFOFF-19 Reseller Discount Reseller Target Amount number core.currency Pass fails -should not appear Request Quote Screen Quote Request Fields Reference ID OPPD-SUBOFF-RQ-1 Field Name Due Date Field Type date RW Pass fails.lineitem lookup relation R RW RW R RW RW OPPD-SUBOFF-RQ-8 OPPD-SUBOFF-RQ-9 Requested Currency Reseller lookup relation RW RW .