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

Pass Pass

Pass Pass

R R R RW* R R

Pass Pass Pass Pass Pass Pass

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.lastModifiedBy 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

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.currency date

RW

lookup number core.currency number core.currency

Fails to appear Pass

Pass Fail-Should not appear Fail-Should not appear

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

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- should not visible Fail - order is not correct Fail- should not visible Pass Pass Fail - order is not correct Fail - order is not correct Fail - order is not correct 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

OPPTB-SRCH-10

DQ-ACTION

String

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

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

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

4. 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.task date relation core.relationship

RW RW RW RW Fails to Appear Fails to Appear Pass

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 string lookup string string date string string systemproperties systemproperties lookup date 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

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- 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.lineitem lookup relation

R RW RW R RW RW

OPPD-SUBOFF-RQ-8 OPPD-SUBOFF-RQ-9

Requested Currency Reseller

lookup relation

RW RW