Opportunity and Product Revenue

Hi,
An opportunity has many product revenue lines. The opporutnity has a close date and each product revenue line has a close date.
If the opportunity close date changes by 1 month then all the close dates on the product revenue lines need to be changed by a month also.
I think we have to use webservice, Can any body help me out regd. this requirement.
Thnx & Reg.

You may be able to create an integration event and watch the event queue - if close date changes on the Opportunity, run a web service call to update the opportunity products.
It would be great if this could be done totally within a workflow (no web services) but I don't know if that's possible since it spans objects.

Similar Messages

  • 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.
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    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

  • 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.
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    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:
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    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
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  • 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?

  • Opportunity Product Revenue report using Narrative option

    Hi,
    I have created quote report using "Opportunity product revenue report" with the use of narrative option and its working fine but the problem here is if opportunity has multiple product revenue items it shows in multiple quotes. For me it should show in a same quotation if there are multiple opportunity product revenue items in a opportunity. Could anyone help me how can i achieve this.
    Any help would be appreciated. Thanks in advance
    Thanks & Regards
    Ambarish

    You need to modify report and club all revenue to single item / row.

  • Indexed field of Reporting: Opportunity Product Revenues

    Hi all.
    I am using the Indexed field in Revenue.
    "Analytics: Opportunity Product Revenue History" can be found in the Indexed field of the revenue.
    However, "Reporting: Opportunity Product Revenues" can not find it in.
    How can I find the Indexed field of the revenue in Opportunity Product Revenues report ?
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    takashi
    Edited by: user10934060 on 2011/11/15 1:56

    Derrick,
    I need a bit more information as to what you are trying to achieve, if you are trying to reflect the product revenue on an opty as a report then filter that opty ID in your report URL in the webapplet and it will work. I've done it.
    cheers
    Alex

  • 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.

  • Dynamic Page Layout - Opportunity Product Revenue

    Hi gurus,
    I am trying to setup a dynamic template for "Opportunity Product Revenues"
    I set it up successfully in the object. However, this data is exposed only as a related list of Opportunity and not directly. Now, when I go into the "Opportunity" customization, it only allows me to set up static page layouts, with no option to setup the Dynamic page layouts through the Related list.
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    Hi Jonathan,
    Many thanks for your response.
    Our CTE is already on R19. We want to experiment and be ready when our PROD is upgraded to R19.
    Can you help me with the requirement, if you have an idea please? I would really appreciate the help.
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  • Opportunity Product-Revenue related information section

    Hi,
    We are going to use the 'Product Revenue' related information section on the Opportunity for Products & Services. Hence, we want to rename this section to 'Products & Services' instead of 'Product Revenue'. I tried to change the name of the Object Type Revenue, but that is not possible using the 'Rename Object Type' function. Does anyone know whether it is possible to change the name and how to do it.
    Thanks.
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    Niels Rekers

    Hi,
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    Is it known when it will be possible? Is that with R16 and when will that Release be released?
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  • Opportunity Product Revenue

    Hello,
    I can`t find a report called Opportunity Product Revenue, the near report is Opportunity Product.
    My problem is when I go to second Step called Create Layout i can't see the item Accumulated Revenue related to Revenue?
    Could someone help me?
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    Hi Shilei G,
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    Its named as Product in WS 1.0 WSDLs of Opportunity
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    Regards,
    Deepak H Andeli

  • Opportunity Revenue Calculation by using the Opportunity Product revenue

    Hello All,
    I created one cusotom field on the opportunity, in that i want to populated the value as the result of Opportunity Revenue/#period( it is sum of all the opportunitied from the Opportunity Product detail page). Now what my question is how to get the Period value from the Opportunity Product Revenue page. Could you please suggest on this.
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    Subbu

    timestampdiff() is a analytics function, not a expression builder function. They are two different sets of functions and can not be mix matched.
    for number of period, you could use:
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    The relationship of product revenue and oppty is M:1. how are you going to roll up many different number of period in oppty reocord, even with Web services? Therefore, if the start and end date are on product revenue, this average should be on Product Revenue and you are looking at average revenue for each product; if the start and end date are on Opporty, it should be on Opporty and it's average revenue for the opporty .
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  • 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

  • Synchronisation product revenue - opportunity

    Hello,
    Say you have an opportunity which includes a product revenue. When one creates the product revenue the first time, the sales stage/ probability and close date are automatically synchronized. However, if later one changes the sales stage, say from "Neg and Handling" to "Closed/Won", only the "sales stage" is modified in the Product revenue but not the other two fields, i.e. start/close date and Probability.
    Why?
    Our sales reps often forget to update the Product revenues when they close an opportunity (which has quite a few implications on the reports). How can we help them? Workflows do not really give a good answer, since I want to modify the Product revenues fields but triggered from the Opportunity.
    thank you
    Philippe

    Your options are
    1. Use integration to update the Product Revenue fields.
    2. Use Opportunity Probability and Close Date fields in your reports rather than using the Product Revenue fields.
    Cross Object WF (if it exists) would have helped you.

  • Product Revenue Bookings and Backlog Dashboard does not display any data

    Product Revenue Bookings and Backlog Dashboard does not display any data even though the load completed successfully.
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    Support suggested to create a new request set and run the initial load with load all summaries option; but there was no change in the Product Revenue Bookings and Backlog Dashboard.
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