/AWS1/CL_PTSLIFECYCLE¶
An object that contains the Opportunity
lifecycle's details.
CONSTRUCTOR
¶
IMPORTING¶
Optional arguments:¶
iv_stage
TYPE /AWS1/PTSSTAGE
/AWS1/PTSSTAGE
¶
Specifies the current stage of the
Opportunity
's lifecycle as it maps to Amazon Web Services stages from the current stage in the partner CRM. This field provides a translated value of the stage, and offers insight into theOpportunity
's progression in the sales cycle, according to Amazon Web Services definitions.A lead and a prospect must be further matured to a
Qualified
opportunity before submission. Opportunities that were closed/lost before submission aren't suitable for submission.The descriptions of each sales stage are:
Prospect: Amazon Web Services identifies the opportunity. It can be active (Comes directly from the end customer through a lead) or latent (Your account team believes it exists based on research, account plans, sales plays).
Qualified: Your account team engaged with the customer to discuss viability and requirements. The customer agreed that the opportunity is real, of interest, and may solve business/technical needs.
Technical Validation: All parties understand the implementation plan.
Business Validation: Pricing was proposed, and all parties agree to the steps to close.
Committed: The customer signed the contract, but Amazon Web Services hasn't started billing.
Launched: The workload is complete, and Amazon Web Services has started billing.
Closed Lost: The opportunity is lost, and there are no steps to move forward.
iv_closedlostreason
TYPE /AWS1/PTSCLOSEDLOSTREASON
/AWS1/PTSCLOSEDLOSTREASON
¶
Specifies the reason code when an opportunity is marked as Closed Lost. When you select an appropriate reason code, you communicate the context for closing the
Opportunity
, and aid in accurate reports and analysis of opportunity outcomes. The possible values are:
Customer Deficiency: The customer lacked necessary resources or capabilities.
Delay/Cancellation of Project: The project was delayed or canceled.
Legal/Tax/Regulatory: Legal, tax, or regulatory issues prevented progress.
Lost to Competitor—Google: The opportunity was lost to Google.
Lost to Competitor—Microsoft: The opportunity was lost to Microsoft.
Lost to Competitor—SoftLayer: The opportunity was lost to SoftLayer.
Lost to Competitor—VMWare: The opportunity was lost to VMWare.
Lost to Competitor—Other: The opportunity was lost to a competitor not listed above.
No Opportunity: There was no opportunity to pursue.
On Premises Deployment: The customer chose an on-premises solution.
Partner Gap: The partner lacked necessary resources or capabilities.
Price: The price was not competitive or acceptable to the customer.
Security/Compliance: Security or compliance issues prevented progress.
Technical Limitations: Technical limitations prevented progress.
Customer Experience: Issues related to the customer's experience impacted the decision.
Other: Any reason not covered by the other values.
People/Relationship/Governance: Issues related to people, relationships, or governance.
Product/Technology: Issues related to the product or technology.
Financial/Commercial: Financial or commercial issues impacted the decision.
iv_nextsteps
TYPE /AWS1/PTSPIISTRING
/AWS1/PTSPIISTRING
¶
Specifies the upcoming actions or tasks for the
Opportunity
. Use this field to communicate with Amazon Web Services about the next actions required for theOpportunity
.
iv_targetclosedate
TYPE /AWS1/PTSDATE
/AWS1/PTSDATE
¶
Specifies the date when Amazon Web Services expects to start significant billing, when the project finishes, and when it moves into production. This field informs the Amazon Web Services seller about when the opportunity launches and starts to incur Amazon Web Services usage.
Ensure the
Target Close Date
isn't in the past.
iv_reviewstatus
TYPE /AWS1/PTSREVIEWSTATUS
/AWS1/PTSREVIEWSTATUS
¶
Indicates the review status of an opportunity referred by a partner. This field is read-only and only applicable for partner referrals. The possible values are:
Pending Submission: Not submitted for validation (editable).
Submitted: Submitted for validation, and Amazon Web Services hasn't reviewed it (read-only).
In Review: Amazon Web Services is validating (read-only).
Action Required: Issues that Amazon Web Services highlights need to be addressed. Partners should use the
UpdateOpportunity
API action to update the opportunity and helps to ensure that all required changes are made. Only the following fields are editable when theLifecycle.ReviewStatus
isAction Required
:
Customer.Account.Address.City
Customer.Account.Address.CountryCode
Customer.Account.Address.PostalCode
Customer.Account.Address.StateOrRegion
Customer.Account.Address.StreetAddress
Customer.Account.WebsiteUrl
LifeCycle.TargetCloseDate
Project.ExpectedMonthlyAWSRevenue.Amount
Project.ExpectedMonthlyAWSRevenue.CurrencyCode
Project.CustomerBusinessProblem
PartnerOpportunityIdentifier
After updates, the opportunity re-enters the validation phase. This process repeats until all issues are resolved, and the opportunity's
Lifecycle.ReviewStatus
is set toApproved
orRejected
.Approved: Validated and converted into the Amazon Web Services seller's pipeline (editable).
Rejected: Disqualified (read-only).
iv_reviewcomments
TYPE /AWS1/PTSSTRING
/AWS1/PTSSTRING
¶
Indicates why an opportunity was sent back for further details. Partners must take corrective action based on the
ReviewComments
.
iv_reviewstatusreason
TYPE /AWS1/PTSSTRING
/AWS1/PTSSTRING
¶
Indicates the reason a decision was made during the opportunity review process. This field combines the reasons for both disqualified and action required statuses, and provide clarity for why an opportunity was disqualified or requires further action.
it_nextstepshistory
TYPE /AWS1/CL_PTSNEXTSTEPSHISTORY=>TT_NEXTSTEPSHISTORIES
TT_NEXTSTEPSHISTORIES
¶
Captures a chronological record of the next steps or actions planned or taken for the current opportunity, along with the timestamp.
Queryable Attributes¶
Stage¶
Specifies the current stage of the
Opportunity
's lifecycle as it maps to Amazon Web Services stages from the current stage in the partner CRM. This field provides a translated value of the stage, and offers insight into theOpportunity
's progression in the sales cycle, according to Amazon Web Services definitions.A lead and a prospect must be further matured to a
Qualified
opportunity before submission. Opportunities that were closed/lost before submission aren't suitable for submission.The descriptions of each sales stage are:
Prospect: Amazon Web Services identifies the opportunity. It can be active (Comes directly from the end customer through a lead) or latent (Your account team believes it exists based on research, account plans, sales plays).
Qualified: Your account team engaged with the customer to discuss viability and requirements. The customer agreed that the opportunity is real, of interest, and may solve business/technical needs.
Technical Validation: All parties understand the implementation plan.
Business Validation: Pricing was proposed, and all parties agree to the steps to close.
Committed: The customer signed the contract, but Amazon Web Services hasn't started billing.
Launched: The workload is complete, and Amazon Web Services has started billing.
Closed Lost: The opportunity is lost, and there are no steps to move forward.
Accessible with the following methods¶
Method | Description |
---|---|
GET_STAGE() |
Getter for STAGE, with configurable default |
ASK_STAGE() |
Getter for STAGE w/ exceptions if field has no value |
HAS_STAGE() |
Determine if STAGE has a value |
ClosedLostReason¶
Specifies the reason code when an opportunity is marked as Closed Lost. When you select an appropriate reason code, you communicate the context for closing the
Opportunity
, and aid in accurate reports and analysis of opportunity outcomes. The possible values are:
Customer Deficiency: The customer lacked necessary resources or capabilities.
Delay/Cancellation of Project: The project was delayed or canceled.
Legal/Tax/Regulatory: Legal, tax, or regulatory issues prevented progress.
Lost to Competitor—Google: The opportunity was lost to Google.
Lost to Competitor—Microsoft: The opportunity was lost to Microsoft.
Lost to Competitor—SoftLayer: The opportunity was lost to SoftLayer.
Lost to Competitor—VMWare: The opportunity was lost to VMWare.
Lost to Competitor—Other: The opportunity was lost to a competitor not listed above.
No Opportunity: There was no opportunity to pursue.
On Premises Deployment: The customer chose an on-premises solution.
Partner Gap: The partner lacked necessary resources or capabilities.
Price: The price was not competitive or acceptable to the customer.
Security/Compliance: Security or compliance issues prevented progress.
Technical Limitations: Technical limitations prevented progress.
Customer Experience: Issues related to the customer's experience impacted the decision.
Other: Any reason not covered by the other values.
People/Relationship/Governance: Issues related to people, relationships, or governance.
Product/Technology: Issues related to the product or technology.
Financial/Commercial: Financial or commercial issues impacted the decision.
Accessible with the following methods¶
Method | Description |
---|---|
GET_CLOSEDLOSTREASON() |
Getter for CLOSEDLOSTREASON, with configurable default |
ASK_CLOSEDLOSTREASON() |
Getter for CLOSEDLOSTREASON w/ exceptions if field has no va |
HAS_CLOSEDLOSTREASON() |
Determine if CLOSEDLOSTREASON has a value |
NextSteps¶
Specifies the upcoming actions or tasks for the
Opportunity
. Use this field to communicate with Amazon Web Services about the next actions required for theOpportunity
.
Accessible with the following methods¶
Method | Description |
---|---|
GET_NEXTSTEPS() |
Getter for NEXTSTEPS, with configurable default |
ASK_NEXTSTEPS() |
Getter for NEXTSTEPS w/ exceptions if field has no value |
HAS_NEXTSTEPS() |
Determine if NEXTSTEPS has a value |
TargetCloseDate¶
Specifies the date when Amazon Web Services expects to start significant billing, when the project finishes, and when it moves into production. This field informs the Amazon Web Services seller about when the opportunity launches and starts to incur Amazon Web Services usage.
Ensure the
Target Close Date
isn't in the past.
Accessible with the following methods¶
Method | Description |
---|---|
GET_TARGETCLOSEDATE() |
Getter for TARGETCLOSEDATE, with configurable default |
ASK_TARGETCLOSEDATE() |
Getter for TARGETCLOSEDATE w/ exceptions if field has no val |
HAS_TARGETCLOSEDATE() |
Determine if TARGETCLOSEDATE has a value |
ReviewStatus¶
Indicates the review status of an opportunity referred by a partner. This field is read-only and only applicable for partner referrals. The possible values are:
Pending Submission: Not submitted for validation (editable).
Submitted: Submitted for validation, and Amazon Web Services hasn't reviewed it (read-only).
In Review: Amazon Web Services is validating (read-only).
Action Required: Issues that Amazon Web Services highlights need to be addressed. Partners should use the
UpdateOpportunity
API action to update the opportunity and helps to ensure that all required changes are made. Only the following fields are editable when theLifecycle.ReviewStatus
isAction Required
:
Customer.Account.Address.City
Customer.Account.Address.CountryCode
Customer.Account.Address.PostalCode
Customer.Account.Address.StateOrRegion
Customer.Account.Address.StreetAddress
Customer.Account.WebsiteUrl
LifeCycle.TargetCloseDate
Project.ExpectedMonthlyAWSRevenue.Amount
Project.ExpectedMonthlyAWSRevenue.CurrencyCode
Project.CustomerBusinessProblem
PartnerOpportunityIdentifier
After updates, the opportunity re-enters the validation phase. This process repeats until all issues are resolved, and the opportunity's
Lifecycle.ReviewStatus
is set toApproved
orRejected
.Approved: Validated and converted into the Amazon Web Services seller's pipeline (editable).
Rejected: Disqualified (read-only).
Accessible with the following methods¶
Method | Description |
---|---|
GET_REVIEWSTATUS() |
Getter for REVIEWSTATUS, with configurable default |
ASK_REVIEWSTATUS() |
Getter for REVIEWSTATUS w/ exceptions if field has no value |
HAS_REVIEWSTATUS() |
Determine if REVIEWSTATUS has a value |
ReviewComments¶
Indicates why an opportunity was sent back for further details. Partners must take corrective action based on the
ReviewComments
.
Accessible with the following methods¶
Method | Description |
---|---|
GET_REVIEWCOMMENTS() |
Getter for REVIEWCOMMENTS, with configurable default |
ASK_REVIEWCOMMENTS() |
Getter for REVIEWCOMMENTS w/ exceptions if field has no valu |
HAS_REVIEWCOMMENTS() |
Determine if REVIEWCOMMENTS has a value |
ReviewStatusReason¶
Indicates the reason a decision was made during the opportunity review process. This field combines the reasons for both disqualified and action required statuses, and provide clarity for why an opportunity was disqualified or requires further action.
Accessible with the following methods¶
Method | Description |
---|---|
GET_REVIEWSTATUSREASON() |
Getter for REVIEWSTATUSREASON, with configurable default |
ASK_REVIEWSTATUSREASON() |
Getter for REVIEWSTATUSREASON w/ exceptions if field has no |
HAS_REVIEWSTATUSREASON() |
Determine if REVIEWSTATUSREASON has a value |
NextStepsHistory¶
Captures a chronological record of the next steps or actions planned or taken for the current opportunity, along with the timestamp.
Accessible with the following methods¶
Method | Description |
---|---|
GET_NEXTSTEPSHISTORY() |
Getter for NEXTSTEPSHISTORY, with configurable default |
ASK_NEXTSTEPSHISTORY() |
Getter for NEXTSTEPSHISTORY w/ exceptions if field has no va |
HAS_NEXTSTEPSHISTORY() |
Determine if NEXTSTEPSHISTORY has a value |