SAP Knowledge Base Article - Public

3526341 - How to control the Close Date default value for Opportunities in Guided Selling

Symptom

How to control the Close Date default value for Opportunities in Guided Selling

Environment

SAP Sales Cloud and SAP Service Cloud Version 2

Reproducing the Issue

  1. Open Navigation Menu
  2. Open Guided Selling
  3. Click on Create button
  4. Enter the Document Type
  5. The Close Date is populated automatically

Cause

Set the number of days to close from the Start Date in the 'Days To Close' column of the Document Type setting for Opportunities.

Resolution

  1. Click on User Menu
  2. Go to Settings 
  3. Click on 'All Settings' facet
  4. Go to Opportunities
  5. Click on Document Type
  6. Set the number of days in the 'Days To Close' column for the respective Document Type

Keywords

document type, start date, close, date, default, number of days, change , KBA , CEC-CRM-GS , Guided Selling/Opportunity for SAP Sales/Service Cloud , How To

Product

SAP Sales Cloud and SAP Service Cloud Version 2 1.0