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/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 the Opportunity'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 the Opportunity.

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 the Lifecycle.ReviewStatus is Action 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 to Approved or Rejected.

  • 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 the Opportunity'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 the Opportunity.

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 the Lifecycle.ReviewStatus is Action 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 to Approved or Rejected.

  • 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