There is a 2nd validation rule which prompts the users to fill in a reason for win @ 90%.
In the past (under these two validation rules), when finance would try to close an order to 100% (eg. from 70% to 100%, without a reason for win mentioned), it wouldn't let finance close the opportunity.
Recently, we've noticed that finance is able to close the opp to 100% without being prompted to enter a reason for win.
Any thoughts why this might be happening?
Validation rule 1 -
AND(
($User.Id != "00530000003DI57"), ($User.Id != "00530000006tb2o"),
ISCHANGED(StageName),
OR(
ISPICKVAL(StageName , "Order"),
ISPICKVAL(PRIORVALUE(StageName) , "Order")))
Validation rule 2 -
AND(ISPICKVAL(StageName,"procurement"), text( Reason_for_win__c )= "" )
3 respostas
Priyanka,
1. the First Validation rule says if any one other than the 2 Finance Users changes the STAGE from Order or To Order , give an error..
2. the 2nd Validation rule says if any one Sets the Stage to Procurement with blank Win Reason, give an error..
both are operating on different Stage values..
I don't think it would the 2nd rule will run when they moved from 70 to 100 % without any Win reason since it only checks Procurement stage..
you can change the 2nd rule to below and try ..AND(
Probability >= 0.9,
ISBLANK(TEXT(Reason_for_win__c))
)
