Book Assignment based on Product Revenue Record

I am trying to figure out a way to assign opportunities to product books based on the product selected in the product revenue field. You can select Revenue as a record type and select the product name as part of the condition. And then assign "revenue" to a book. But I am confused since revenue is part of the oppty record are you assigning the oppty to the book or are you actually assigning just the revenue portion.
Any help will be appreciated.
Thanks,
Caryn

Caryn, are you trying to use workflow to assign
Opportunities to a book based on the associated
Revenue Products? Yes
If I have 2 different product revenue records on an opportunity for product A and product B. I would like the opportunity added to the product A book and product B book. I am trying to accomplish visibility rights for the product line managers in Marketing.

Similar Messages

Using Book of business for object "Opportuntiy Product Revenues"

Hi gurus!
i would like to introduce the BOB feature on object "Opportunity Product Revenue". I have created a workflow to assign new created oppty revenue records automaitcally to the book.
How do i assign already existing Opportuntiy Product Revenues to that book ? As i am not able to create a list and use batch assignment (for instance as in opportuntiy) i don´t know how to do that.. ?
Any hint/idea is much appreciated!
Thanks, Regards Juergen

Juergen, you may have to use web services with your existing Opportunity Product Revenues.

Can books of business be assinged to the revenue record?

We are trying to assign a book of business to a revenue record. It does not seem possible. Our products are split up by divisions and we want product managers to see the opportunity revenue records that are in their division.
Is this possible or does anyone have any suggestions?
Message was edited by:
DavidG

A good strategy would be to create appropraite Analytics Reports. Most of the managers would anyway require summary data.
Subsequently you might want to provide drill down to these opportunities for whihc you might want to investigate assignment manager or assign the opportunities to multiple books of buisness.
- Prakash

Book assignment on Opportunity team

Hi,
I would like to assign a book when a user is added on the opportunity team. If the user is from another division as the owner, then the book of the division is added on the record.
Is it possible to do it or is there another way to answer my need?
Regards

Caryn, are you trying to use workflow to assign
Opportunities to a book based on the associated
Revenue Products? Yes
If I have 2 different product revenue records on an opportunity for product A and product B. I would like the opportunity added to the product A book and product B book. I am trying to accomplish visibility rights for the product line managers in Marketing.

Comparing currency of an Opportunity with product revenue line

Hello,
I am trying to build a report that will display all the opportunities and the product revenue records where the currency on opportunity records do not match the corresponding currency on the related pportunity product revenue records.
Any suggestion.
Thanks,
Nitika

Nitika,
Create a report with opty currency and opty product currency, open the formula for opty product currency and copy the field value. Add a filter to opty currency, change the operator to not equal to for the value put in 1 select advanced - convert to sql, replace the number 1 with the value of opty product currency so yu have a filter that says opty currency not equal to opty product currency

Performing Intersect on Opportunity History and Opportunity Product Revenue

I've reviewed as many postings on Intesect and Union as I possibly can, but I'm still stumped.
In my case, I'd like to put data from the Opportunity History together with the Opportunity Product Revenue History. I can get it somewhat close to what I'd expect, but I'm not quite there.
What I want to do is report on some info associated with an Opportunity (including Primary Contact info) and associated Opportunity Product Revenue (like Deductible).
What I THINK I want is an INTERSECTION. Let's say take the info from Opportunity History associated with a particular Opportunity ID and append (add more columns) from Opportunity Product Revenue History that correspond with that Opportunity ID.
Well, an INTERSECT gives me no results.
A UNION does give me results, but I get one row that has Opportunity History info followed by another row that has the info for the Opportunity Product Revenue History, but not the Opportunity History. How do I get this to be one row? (I'm assuming I'll still get multiple rows as there can be several Opportunity Product Revenue records per Opportunity.)

I thought that might get somewhere. I tried a Pivot Table. By default, I still was getting two lines. I tweaked a few things (like using First as the aggregation rule on most of the columns). I got down to one line. It LOOKED good (though I didn't confirm the results). Unfortunately, I ultimately need to download the file. When I downloaded I was back to the two lines for each Opportunity scenario.
Other ideas?

Updating product revenue close date based off opportunity close date

We do not use the product revenue close date, only the opportunity close date. We need to get the fiscal month of the opportunity close date but we have several reports the need to use the opportunity product history area and that does not contain the fiscal month for the opportunity. If we did a combined report, we cannot offer the user any prompts.
Does anyone know how to get the opportunity close date fiscal month from the opportunity products area? Is there a way to update the product revenue close date when the opportunity close date it updated?
Thanks

Hi David,
In the universe you describe you have the opportunity 'Close Date'. Use a 'case-when' expression to create the 'Fiscal Month' you need.
Other than that you can use the JoinFieldValue function in the application to retrieve the opty close date, but that will require you to update product revenue for it to trigger which probably won't work for you.
Good luck.

Opportuntity Product Revenue --- need help fo find field "Account"

Dear Gurus!
i have tried to build a simple report on level "Opportuntiy Product Revenue" like
Product Name, Account Name, Product Expected Revenue, Product Closed Revenue.
but i can´find the field "Account Name" ?
Is it really not available on Opportunity Product REvenue level, i only can use Account from the Opportunity, but as we have the constellation:
1 Opportunity -- multiple Opporunity Revenue records, which may be assigned to different Accounts this is not the way i can go...
Can you confirm that it is not possible to report on this level ?
Thanks in advance, Juergen

Ok..found it

Update Opportunity Totals button on Opprtunity Product Revenue line items

Hello,
In our application, the sales process is managed at the product revenue level. Each product line item goes through various stages and could be in the intiall state or get cancelled as well. I need to exclude these product revenue line items while updating the Revenue amount at the Opprtunity Header. With the <Update Opportunity Totals> button, the total is updated at the header irespective of the product reveneue status. I think I need to build a custome webservice to do that.
I need to find out if the <Update Opportunity Totals> button can be made read-only or removed based on roles and priveledges.
Thanks

Robin,
You can't turn off the button, but OOTB functionality can help you manage this. In our case, we created a workflow for the Revenue Record Type. The workflow watches for changes to the status of any Opty Revenue record, via the "Before modifed record saved" trigger event. When a user changes the status of an Opportunity Product Line Item to a specified value, "Lost" in our case, the workflow automatically updates the Quantity value at the line item to 0, and the Revenue and Expected Revenue values at the Opty Product Line Item level are calculated to be zero accordingly. When the user updates the totals at the Opty level, the totals inlcude only the records that have revenue associated with them at the Opty Prod Line Item level.
I assume your requirements are similar and the same approach could be used in your case.
Good Luck,
Thom

How tomaintain product revenue when the oppty is in sales stage Closed/Lost

When the opportunity is in the closed/lost stage the product revenue is always zero. How can we move the opportunity to closed/lost but still maintain the revenue values for the products.
We use the product revenue to report opportunity revenue...
thanks..

I always use "Opportunity-Product History" for my pipeline reports. In this subject area "Product Revenue" is available for Opportunities which are "Closed/Lost". I would log this as a bug with Oracle as it clearly should not set the Product Revenue to 0 in the Product History subject area.
In this subject area I can create reports and trace back Opportunity Revenue and Product Revenue. I have multiple pipeline reports running at both levels which are accurate for mutiple deals. If you do decide to use this subject area beware of the following:
- Dont use the Sales Stage or Probability Successs % at Product level as it does not update as a user steps through the sales stages. Use the opportunity details for accuracy
- If you want a weighted product revenue calculate this based on the Opportunity Probability % and the Total Product Revenue, do not use the out of the box metrics
Regarding your second question, Opportunity Revenue puts the total opportunity amount in your pipeline on the date of the opportunity close date. It also gets updated when a user adds a product and presses the "Update Opportunity Totals" button, this sets the Opportunity Revenue to the total of the Product Revenue from the products you entered. Sometimes users forget to press this button and the revenue is out of alignment. Opportunity Revenue can also be updated if you have the setting "Product Averaging" enabled in your company profile, this takes an average of the Product Revenue and updated the Opportunity Total when a user presses the "Update Opportunity Totals" button. These metrics are updated each evening, you are using the History subject areas which take 24hours to refresh. Does that answer your question?

Reference value from Opportunity and put into Product Revenue

The processes:
1. Create an Opportunity and set various dates including Quote Date, Quote Expiration and Requested Delivery
2. Add product Revenue to the Opportunity
3.. For each product, have the Quote Date, Quote Expiration date, and Requested Delivery date be defaulted in from the header (opportunity)
4. Change the values if necessary
The question is, how do I get the date values from the Opportunity record using the expression builder?

use joinfieldvalue function

Inspection plan selection based on production workcenter for Inspection typ

Dear QM Guru's,
I have requirement of automatic inspection lot creation based on production work center.
For example :- I have Inspection Plan A, Plan B and Plan C for Material XYZ. My requirement is that, when inspection lot created for material XYZ ,when we release production order (Early lot creation) , it should create inspection lot based on production work centers in the order. In this case, if production workcenter A is in the prodiction order, system automatically assigned inspection plan A, when workcenter B,it should choose inspection plan B and same for C workcenter.
Can we have this set up in the system?
Let me know if u need any other details.
Thanks in advance.

The workcenters in QM and PP don't have to be the same. In the user exit your going to code in the logic you want to use to select the inspection plan.
I suggested creating the workcenters the same and the code can use that info to match up the correct task list group to assign the inspection lot. But if that doesn't work pick something else.
Your code can use any logic you want. You can put a description in the short text if you want.
You can just have an understanding that task list group 10 is always used for production work center XYZ and task list group 20 is always used for production work center ABC and task list group 30 is always used for production work center 123. In the user exit you check which production line and just change the group to 10, 20 or 30 then.
I don't care what you pick or how you do it, neither does the function module. I believe the function module will pass in the parameters of the task list it is planning to assign. You then have the ability to use the code to pick a different one and pass back new parameters for the task list.
Craig

Get Division based on Product

I have created one material using COMMPRO1 transaction and i have assigned Division for it.
Now i want to know where that division gets stored...so that i can retrieve the division based on product guid.
I want the table name for fetching the division based on product..
Poits are sure....

Hi
as per my knowledge Org data which contains division and Product hierchy should match otherwise mismatch or data in consistency between division and product hierarchy occus.
So go to division or product field place mouse there F1 then go to technical data there you will find table name,label name,field name from table it is coming.
reward if helpful
regards

How to access Revenue records

[This thread was migrated from the On Demand Developer Forum in the old Siebel Community] 
algocode
New Contributor
I try connecting to Revenue records with web services using the same user
ID with which I'm able to create Service Revenue Details information from
the CRM OnDeman user interface but instead, I get an error message saying
"Access denied.(SBL-DAT-00553)";(SBL-EAI-04376).
Why can't the web service read the revenue records that I am able to
create or update manually from the CRM OnDemand portal, with the same ID?
Product: General: IT Organizations and Processes
10-27-2006 11:25 AM
Re: how to access Revenue records
algocode
New Contributor
Inside a class extending System.Web.UI.Page, I use the
secure.crmondemand.com/OnDemand/user/account.wsdl?WSDLOBJ=account web
service to
1. Create a list of accounts and specify the fields returned by the
result set;
2. Create an AccountWS_AccountQueryPage_Input object;
3. Retrieve an AccountWS_AccountQueryPage_Output object;
These are the three methods involved:
protected void Page_Load(object sender, System.EventArgs e)
Account1[] objListOfAccount;
//Initialize the ListOfAccount Arrays and Sub-Arrays
objListOfAccount = createListOfAccount("";
//Specify the Account Search Criteria
objListOfAccount[0].AccountName = "LIKE '" + data["Account"] + "*'";
//Tell OnDemand What Account fileds should be returned in the result set
objListOfAccount[0].AccountId = "";
objListOfAccount[0].Location = "";
//Tell OnDemand What fields to return on the Opportunity Child
objListOfAccount[0].ListOfOpportunity[0].OpportunityId = "";
objListOfAccount[0].ListOfOpportunity[0].OpportunityName = "";
objListOfAccount[0].ListOfOpportunity[0].CurrencyCode = "";
//Tell OnDemand What fields to return on the Opportunity Service Child
objListOfAccount[0].ListOfRevenue[0].RevenueId = "";
objListOfAccount[0].ListOfRevenue[0].OpportunityName = "";
objListOfAccount[0].ListOfRevenue[0].NumberOfPeriods = "";
objListOfAccount[0].ListOfRevenue[0].Frequency = "";
objListOfAccount[0].ListOfRevenue[0].StartCloseDate = "";
//Call the Account Query
AccountWS_AccountQueryPage_Input objAccQryParam =
new
AccountWS_AccountQueryPage_Input();
objAccQryParam.ListOfAccount = objListOfAccount;
objAccQryParam.PageSize = "90";
AccountWS_AccountQueryPage_Output objQryOutput =
RetrieveQueryPageOutput(objAccQryParam, session);
public Account1[] createListOfAccount(string pstrAccountDimensions)
int intAccountCount = 1;
int intOpportunityCount = 20;
int intRevenueCount = 10;
try
Account1[] rtnListOfAccount = new Account1[intAccountCount];
for (int intAccIdx = 0; intAccIdx < intAccountCount; intAccIdx++)
rtnListOfAccount[intAccIdx] = new Account1();
rtnListOfAccount[intAccIdx].ListOfOpportunity =
new
Opportunity[intOpportunityCount];
rtnListOfAccount[intAccIdx].ListOfRevenue =
new Revenue[intRevenueCount];
for (int intOppIdx = 0; intOppIdx < intOpportunityCount;
intOppIdx++)
rtnListOfAccount[intAccIdx].ListOfOpportunity[intOppIdx] =
new Opportunity();
for (int intRevIdx = 0; intRevIdx < intRevenueCount; intRevIdx++)
rtnListOfAccount[intAccIdx].ListOfRevenue[intRevIdx] =
new Revenue();
return rtnListOfAccount;
catch (Exception objExcep)
throw objExcep;
public AccountWS_AccountQueryPage_Output RetrieveQueryPageOutput(
AccountWS_AccountQueryPage_Input qpinput,
Session session)
AccountWS_AccountQueryPage_Output qpoutput = null;
// instantiate the proxy service
Account accountProxy = new Account();
try
// set up the target URL & set the session cookie
accountProxy.Url = session.GetURL();
accountProxy.CookieContainer = session.GetCookieContainer();
qpoutput = accountProxy.AccountQueryPage(qpinput);
catch (Exception e)
Response.Write(" " + e.InnerException);
Response.Write(" " + e.Message);
Response.Write(" " + e.StackTrace);
return qpoutput;
10-27-2006 02:31 PM
Re: how to access Revenue records
algocode
New Contributor
I found another way to access Revenue records. Instead of accessing the
ListOfRevenue field of the Account web service, I access the ListOfProduct
field of the Opportunity web service. I also instantiate Opportunity2
objects so that the code to get a list of opportunities and products
(containing revenue fields) becomes
Opportunity2[] rtnListOfOpportunity = new
Opportunity2[intOpportunityCount];
try
for (int intOppIdx = 0; intOppIdx < intOpportunityCount;
intOppIdx++)
rtnListOfOpportunity[intOppIdx] = new Opportunity2();
rtnListOfOpportunity[intOppIdx].ListOfProduct =
new Product[intProductCount];
for (int intProdIdx = 0; intProdIdx < intProductCount;
intProdIdx++)
rtnListOfOpportunity[intOppIdx].ListOfProduct[intProdIdx] =
new Product();
return rtnListOfOpportunity;
10-28-2006 11:17 AM
Re: how to access Revenue records
Echo
Valued Contributor
Weird. I'm not a big C# programmer but the code looks right. I'm curious -
could you post some soap loads of the request. I'm wondering if there's
something weird going on with the proxy.
10-31-2006 12:00 AM

I Assume the following is your sample data
Table Name: Tab1
RegID CustID Registration_Start Registration_End
1 1 01/04/2005 07/04/2005
2 2 01/03/2005 29/05/2005
3 1 21/03/2005 29/03/2005
4 1 01/03/2005 21/03/2005
Note : For the Regid "4" I have changed the Registration_End to 21/03/2005. It was earlier 21/04/2005.
Coming to the query, you need to generate the list of regid that have gaps.
Try the following query:
SELECT c.*
FROM tab1 c
WHERE c.reg_id NOT IN (
SELECT a.reg_id
FROM tab1 a, tab1 b
WHERE a.cust_id = b.cust_id
AND a.registration_end = b.registration_start
Note: I am sorry I didn't have access to the data base to execute my query. Correct me if I am wrong.
Regards,
Somu

Calculate Purchase prise / product revenue

Hi,
We use a formula to calculate the purchase prise for a product. The formula is not that complex, it's value A + (value B * value C).
We've put this calculation in a workflow that triggers 'before modified record saved' and updates the value of the field 'Purchase Price'. However, this leads to some additional manual steps for the user to take, which they are not liking.
The user adds the product to the Opportunity and fills out the fields. To calculate the purchase price, the user will have to go in again and make some modification (to trigger the workflow). Now the user can click the 'Update Totals' button and see that the Opportunity Totals are updated.
Is there a way we can take out the extra step of going in and modifying the product revenue section? I want the user to be able to add the product and click the Update Totals button without too much hassle.
Regards,
Ingeborg

Hi,
Thanks for this suggestion, but I already tried a post default value and it did not work unfortunately.
I've been looking at other possibilities but I think the problem is in the calculation we use to get the purchase price.
Regards,
Ingeborg

Book Assignment based on Product Revenue Record

Similar Messages

Maybe you are looking for