Order chance

Order chance in the sales flow

Order chance is a salesperson's estimate of how likely a sales opportunity is to become an order. You maintain its reference entries for use at the Order stage of the sales flow; the configured values can also be used in sales forecasts and job documents.

Before you start

Prepare the access needed to maintain Order chance entries before you open the page.

Prerequisites

• Sign in to PAMS.
• Open Order Chance from the sales configuration menu.
• Have permission for the operation you need. The page checks access separately for creating, editing, deleting, importing, and exporting entries.
• If the page does not show the list, use Find the Order chance list and When maintenance goes wrong to check the route and the available controls.

Note: The controls available to you depend on the operation you need.

Find the Order chance list

Use the list to review and maintain the entries available to sales work.

Prerequisites

• You are signed in.
• You can open Order Chance from the sales configuration menu.

Steps

1. Select Order Chance from the sales configuration menu.
2. Check that the page heading and list for Order chance are present.
3. Check that New is present before starting an add operation.

If another page opens instead of Order Chance, stop before changing data and follow When maintenance goes wrong.

Result: The Order chance list is open and you can choose a list operation.

Understand the list and edit form

The list is a reference table with one editable field in its add/edit popup. The list's visible entry is the entry name; its percentage value appears with a percent sign in the list.

The list does not show column headers, paging, or the column chooser. Use the page actions and popup to add, change, or remove entries. The percentage field does not appear as an editable field in the popup.

Add or edit an Order chance entry

Adding creates a new reference entry; editing changes the selected entry's name. Use the same popup for both operations.

Prerequisites

• The Order chance list is open.
• You have permission to add or edit entries.

Steps

1. Choose the operation in the table.

   If you need to…	Do this
   Add an entry	Select New.
   Edit an entry	Select the row, except its menu area.

2. In Chance, enter the name for the entry.

3. Select Save in the popup.

4. If Chance is empty, enter a value before saving again. The page displays Can't save empty item and does not send the save request.

5. Check for Data saved Successfully after the save completes.

Result: The popup closes after a successful save and the new or updated entry appears in the list.

Delete an Order chance entry

Deleting removes the selected reference entry from the list. Review the confirmation before you commit the removal.

Prerequisites

• The Order chance list is open.
• You have permission to delete entries.

Steps

1. Open the entry menu.

2. Select Delete in that menu.

3. Read the confirmation text Are you sure you want to delete this item?.

4. Choose one option in the confirmation dialog.

   If you need to…	Select
   Keep the entry	Cancel
   Remove the entry	Delete

5. Check for Data Deleted Successfully after the deletion completes.

6. If the operation fails, check for Failed to Save before repeating the action.

Result: The entry remains in the list after Cancel, or is removed after Delete.

Filter, refresh, and export the list

Use the list tools when you need to locate an entry, update the displayed rows, or prepare a copy of the list.

Prerequisites

• The Order chance list is open.
• You have permission to use Export in the Settings menu.

Steps

1. Select Refresh to reload the list.

2. Select Settings to open the list settings.

3. Select one of these options from Settings:

   If you need to…	Select
   Show or hide the filter row	Filter Row
   Open the export dialog	Export

4. Enter search text in Keyword to Search....

5. Select Table Layout to open the layout options.

6. In Exporting List:, choose one option.

   If you need to…	Select
   Export an Excel file	Export to Excel
   Export a PDF file	Export to PDF
   Close the dialog without exporting	Cancel
   Run the selected export	Export

Result: The list is refreshed or filtered, or the selected export operation is completed or closed.

When maintenance goes wrong

Check that the Order chance list is visible before you select a maintenance control. If a control or message in the table appears, follow the matching action in the last column.

After maintaining Order chance

After you finish maintaining the list, continue with the sales record information and assessment area when you need to use a value in a sales record. Use the sales and backlog widgets when you need to review forecast or backlog effects.

For related configuration, continue to Configuration sales order activation conditions or the Order status reference list.