@dan_00  It looks like customization to me like when we close a lost, we can introduce a new field to add the reason why so that we can track accordingly.

Hi @dan_00 

Since there is no out of the box option to enter the ‘Reason’ for lost and also the status ‘Lost’, you can make use of ‘User defined fields’. 

Add two fields on ScreenId=CR304500 ( Opportunity linked Sales quote on CRM module ), one for updating the status ‘lost’ and other for reason. 

Hope this helps.

Regards,

What I would do is use the existing order statuses to denote whether the quote was won or not.

Create an order with order type QT (automation behavior Quote).

If the quote is won, use ‘Copy Order’ to upgrade the quote to a SO or IN

This will automatically place the QT order in status ‘complete’ which you can regard as ‘won’.

If the quote is lost, simply use the ‘Cancel Order’ action which will place the status as ‘cancelled’ and you can regard this status as ‘lost’. This process also allows you to use ‘Days to Keep’ under the order type in order to automatically mark quotes as lost after a certain time period.

Then you can easily run reports on the number of completed vs cancelled QT orders. 

As for the reason they are lost, there is no out of the box field so you would either have to use the record notes, a user defined field, or some other more sophisticated customization to add this information to the order. 

Thanks this helps.

How would you make these fields pop up as an option though after you have clicked cancel order?

What I would do is use the existing order statuses to denote whether the quote was won or not.

Create an order with order type QT (automation behavior Quote).

 

If the quote is won, use ‘Copy Order’ to upgrade the quote to a SO or IN

This will automatically place the QT order in status ‘complete’ which you can regard as ‘won’.

 

If the quote is lost, simply use the ‘Cancel Order’ action which will place the status as ‘cancelled’ and you can regard this status as ‘lost’. This process also allows you to use ‘Days to Keep’ under the order type in order to automatically mark quotes as lost after a certain time period.

 

Then you can easily run reports on the number of completed vs cancelled QT orders. 

 

As for the reason they are lost, there is no out of the box field so you would either have to use the record notes, a user defined field, or some other more sophisticated customization to add this information to the order. 

Yes but no.

I want to record the resaon why it had to be cancelled / lost.

Price? Availability? Etc

Possibly the easiest and best option without customization is to create a few Problem Code then in Quote Order Type add those problem codes as valid values and then in your Quote select the desired problem code to interpret the reason Quote lost and you can report on it easily 

Thanks!!!
Could you please give this in more detail? 
Not that we are using this for the SO301000 Sales ORder page, order type QT Quote

Sorry, I thought you are asking about Service Order Quotes

Hi @dan_00,

1. For the Reason Lost I would probably recommend creating an Combo attribute (Configuration > Attributes (CS205000)) to list the options that can be selected. You could use a text field but for consistency in reporting, it make to use a drop-down
    
2. Next add the Attribute using the Sales Orders Screen > Customisation > Manage User-Defined Fields. At this stage it probably makes sense to hide the Field for the other Order Types
    

   

   You should now be able to fill out the reason for closure. 

   

NB. To improve this flow I would probably recommend that could also use a workflow customisation to set it to Won, if the order is Copied / Completed as @xkylewrightx mentioned before. This takes more work and a customisation package though.

Also, you could add more generic terms such as ‘Price’ or ‘Better Solution’ to track why you Won or Lost the deals. It is always handy to know why you won after all

wow wow wow wow wow!!!!

Thank you so much!!!!!

This has made my day What an epic way to implement it!