While changing the lead status from qualified to close you notice that the field Reason Code is grayed out.
SAP Cloud for Customer
Reproducing the Issue
- Go to the Sales work center.
- Go to the Leads OWL.
- Search for a Lead with status qualified.
- Click Edit button.
- Change the status to Close.
You can see the field Reason Code is grayed out and it set as mandatory however you are able to save the changes.
The reason code is based on the status of the lead. Only change is allowed for accepted or declined lead.
In the edit mode for the OWL, currently the roundtrip is done only when the data is saved or enter is pressed and not for each change on the row fields automatically.
Changed the status to closed and press enter. A warning is issued "Please Enter the reason code" and the field became enabled.
Or Save the lead status save, then refresh and change the Code Reason field.
Lead, Status, Reason Code, Qualified, Close , KBA , LOD-CRM-LM , Lead Management , Problem