RIO Inventory

  1. Home
  2. RIO Inventory
  3. FAQs
  4. What Happens When an Opportunity Stage Changes?

What Happens When an Opportunity Stage Changes?

 

When the Opportunity Stage changes the related Probability (%) also changes.

 

When the Opportunity Probability reaches the Opportunity – Probability % to Reserve value configured in the RIO Inventory Configuration, the Product’s Reserved quantity will be adjusted, but no change will be made to the overall On Hand quantity yet.

 

When the Opportunity Probability reaches the Opportunity – Probability % to Commit value configured in the RIO Inventory Configuration, the Product’s On Hand quantity will be adjusted. It will also free up the Reserved quantity if applicable.

 

When an Opportunity’s stage is changed to go back below one of the above Probability % thresholds, the relevant On Hand or Reserved quantity will be returned back to its original value.

 

For example:

An Opportunity with Probability (%) greater than the Opportunity – Probability % to Commit threshold. As a result the Product’s On Hand quantity has been reduced to 40:

 

17.1

Above: In Opportunity.

 

Below: In Product 

17.2

 

This Opportunity is then edited and the Stage changed so that the Probability (%) is now lower than the defined threshold. This Product’s On Hand quantity will be adjusted to reflect a return to inventory for this Product.

 

17.3

Above: In Opportunity after an edit.

 

Below: In Product after the Opportunity Stage changes. 

17.4

Was this article helpful to you? Yes No

How can we help?