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            Define the Stages in the Sales Agreement Lifecycle

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            Define the Stages in the Sales Agreement Lifecycle

            The Status and Status Code fields on a sales agreement record determine the stages of the sales agreement. The predefined status code values help you maintain a consistent classification to manage the standard lifecycle of sales agreements. Add stages to the lifecycle by creating statuses and mapping the new statuses to the predefined status codes. To customize the sales agreement lifecycle further, rename, reorder, and delete statuses.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To create custom status values: Customize Application

            Here’s how the Status and Status Code fields work together.

            • The Status Code field stores predefined status categories. You can’t add custom values to this field or edit the predefined values.
            • The Status field stores status values for sales agreements. You can add custom values to this field.

            The predefined status code values are mapped to the predefined status values. Here are the predefined status code and status values:

            • Activated
            • Approved
            • Cancelled
            • Draft
            • Expired
            • Rejected
            • UnderRevision

            To ensure that preconfigured sales agreement processes, such as actuals calculation processes, work as expected when custom statuses are in use, Salesforce references the Status Code field—rather than the Status field.

            To customize or extend your sales agreement lifecycle, create status values and map the values to the status code values. You can also edit the labels of status values and reorder them. You can delete and activate or deactivate custom status values, but not the predefined status values.

            1. From the object management settings for sales agreements, go to Fields & Relationships.
            2. Click Status.
            3. To create a status value, perform these steps.
              1. In the Status Picklist Value section, click New.
              2. Enter a label for the status value.
              3. Enter an API name for the status value.
              4. In Status Category, select the status code to map the status value to.
              5. Save your changes.
            4. To edit the label of a status value, perform these steps.
              1. Click Edit for the status value.
              2. Enter a label for the picklist value.
              3. Save your changes.
            5. To make a status value the default for the status field, perform these steps.
              1. Click Edit for the status value.
              2. Select Default.
              3. Save your changes.
            6. To reorder status values, perform these steps.
              1. Click Reorder.
              2. Reorder the picklist values by using the picklist controls.
              3. If needed, select Display values alphabetically, not in the order entered.
              4. Save your changes.
            7. To delete a status value, click Del for the status value.
            8. To deactivate or activate a status value, click Deactivate or Activate for the status value, respectively.
            Note
            Note By default, when an approved sales agreement reaches its start date, the status of the agreement automatically changes to Activated. If you add custom status values, make sure that you reorder the status values mapped to the Activated status code appropriately. To ensure that users use the custom value to activate a sales agreement, move the custom status values after the default Activated status value.

            Create a path to guide your users through the stages in your sales agreement lifecycle. Create a path for the Sales Agreement Object that’s based on the Status picklist.

            You can reference the custom values in an approval process for sales agreements.

            See Also

             
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