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Planview Customer Success Center

Winning competitor (2012 SP2)

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SYMPTOMS:
16.02 after upgrading to 16.02 from 16.00 In the opportunity screens the field 'winning competitor' is now mandatory when the outcome of 'Lost' is selected.

REASON:
This is mandatory when the opportunity is lost by design.

WORKAROUND:
If the opportunity is lost and you don't have the competitor listed there or do not know who the opportunity was lost to, you can create a competitor and call it unknown. This way you can choose that if the competitor is not known.

RESOLUTION:
This field is now mandatory and is a system required field. The mandatory requirement cannot be turned off.