SAP Knowledge Base Article - Public

3531149 - Error "Complete all the mandatory activities before progressing" when trying to set Opportunity to "Won" status

Symptom

System is throwing the error "Complete all the mandatory activities before progressing" when trying to set Opportunity to "Won" status. 

Environment

SAP Sales Cloud V2 

Reproducing the Issue

  1. Open Guided Selling.
  2. Open Opportunity ABC. 
  3. Click "Set Status".
  4. Set to Won.
  5. Set a Reason for Status. 
  6. Error appears. 

Cause

The error is happening due to the configuration maintained in Opportunities General Settings, which is the "Opportunity Won Status" toggle set to true.

It means that, if there is any mandatory activities which need to be performed by user, the change of status to "Won" will be restricted with message "Complete all the mandatory activities before progressing". All other status change are possible.

Resolution

If you would like to remove this restriction so the user can set an Opportunity to "Won" without finishing all mandatory recommendations, you can follow the steps below:

  1. Go to User Menu.
  2. Select Settings.
  3. Select All Settings.
  4. Search for Opportunities.
  5. Navigate to General Settings.
  6. Go to "Opportunity Won Status" section and disable the button. 
  7. Now the error message shouldn't appear anymore when setting the Opportunity to Won. 

Keywords

Guided Selling , Opportunities , Won , Status , Progress , Playbook  , KBA , CEC-CRM-GS , Guided Selling/Opportunity for SAP Sales/Service Cloud , Problem

Product

SAP Sales Cloud and SAP Service Cloud Version 2 1.0