System Variable 903: Job Price Quote Approval Trigger: Probability % to Be Updated to 100% When Status of Quote Changes to Either Approved Internally (40) or Approved Externally (50)
Use this System Variable to specify whether the probability percentage for Price Quotes (PQs) should be changed to 100% when the PQ status changes to either Approved Internally (40) or Approved Externally (50).
The probability percentage affects the forecasts in WorkBook. For example, the 12-month summary forecast in CRM will not include the full price quote net amount but only a percentage of that amount, which is equal to the default probability percentage. Revenue forecasts in Finance will behave in the same manner if they were set up to use probability on PQs (see the Use Probability on Price Quotes field in the Revenue Forecast Sidebar in ).
- 40 – Approved Internally
- 50 – Approved Externally
The default value for this System Variable is 40 – Approved Internally.
It may be necessary to perform a refresh when modifying System Variable values.