/AWS1/CL_PTSLIFECYCLESUMMARY¶
An object that contains a LifeCycle
object's subset of fields.
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 understand 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.
iv_nextsteps
TYPE /AWS1/PTSPIISTRING
/AWS1/PTSPIISTRING
¶
Specifies the upcoming actions or tasks for the
Opportunity
. This field is utilized to communicate to Amazon Web Services 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 a partner referred opportunity. This field is read-only and only applicable for partner referrals. Valid values:
Pending Submission: Not submitted for validation (editable).
Submitted: Submitted for validation and not yet Amazon Web Services reviewed (read-only).
In Review: Undergoing Amazon Web Services validation (read-only).
Action Required: Address any issues Amazon Web Services highlights. Use the
UpdateOpportunity
API action to update the opportunity, and ensure you make all required changes. Only these 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.ExpectedCustomerSpend.Amount
Project.ExpectedCustomerSpend.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 specific decision was taken during the opportunity review process. This field combines the reasons for both disqualified and action required statuses, and provides clarity for why an opportunity was disqualified or required further action.
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 understand 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.
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
. This field is utilized to communicate to Amazon Web Services 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 a partner referred opportunity. This field is read-only and only applicable for partner referrals. Valid values:
Pending Submission: Not submitted for validation (editable).
Submitted: Submitted for validation and not yet Amazon Web Services reviewed (read-only).
In Review: Undergoing Amazon Web Services validation (read-only).
Action Required: Address any issues Amazon Web Services highlights. Use the
UpdateOpportunity
API action to update the opportunity, and ensure you make all required changes. Only these 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.ExpectedCustomerSpend.Amount
Project.ExpectedCustomerSpend.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 specific decision was taken during the opportunity review process. This field combines the reasons for both disqualified and action required statuses, and provides clarity for why an opportunity was disqualified or required 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 |