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.

Similar Messages

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

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?
Thanks

Hi Shilei G,
As product Revenue is pure child object you can find it under Opportunity WSDL document.
Its named as Product in WS 1.0 WSDLs of Opportunity
and ProductRevenue in WS 2.0 WSDLs of Opportunity
Regards,
Deepak H Andeli

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?

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

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.

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.

Mass update of a custom field at Product Revenue level

We are trying to update a custom field at Product Revenue level using the Opportunity Web Service. The webservice call is timing out as we have thousands of Opportunities.
I would appreciate if anybody gives input on how we can massively update a custom field using Opportunity Web Service.
OR
Is there a way to mass update a custom field at Product Revenue level other than using a web service.
Thanks for your help!
-purna

If you are not very much obsessed with Webservices, the other workaround is the Data Loader Tool. It was discussed earlier in this forum.
Pl refer-
Re: Product Revebue Updation
Hope this helps.
Rgds,
Amit Sahu

Product Revenue over several months starting from a different date

Hi,
I have a question regarding product revenue. You can indicate for how many months certain opportunities generate revenue, right? Is this visible in the reports and is is it also possible to indicate the date when this opportunity will start taking place? Which variable should I use?
Any suggestions are more than welcome!
Thanks in advance
Kind regards
Vincent

Hi Vincent,
If you are reporting at opportunity level:
If you have an opportunity without any associated products, the 'Expected Close Date' defines when the Opportunity is due to close and when the revenue will be recognised within your sales pipeline. You'll notice at this point the field Date.Date should match the 'Expected Close Date'
If you are reporting at product level:
When you add a product to your opportunity the Opportunity Product.Start/Close Date field indicates when the revenue for that particular product starts. If you populate the # Periods and Frequency a new period is added each time accordingly (A new date.date). For example, you add a product with a frequency of monthly and a # periods of 3. The product is set to £100 of revenue per period. You report would be as follows:
Product Date Revenue
A 01/07/2009 £100
A 01/08/2009 £100
A 01/09/2009 £100
To find the date the opportunity starts you need to search for the Minimum Start Date out of all of your products.. You can use something along the lines of: MIN('Start/Close Date' by 'Opportunity ID'). To find out when it ends just replace MIN with MAX. To find the duration you can check the difference between the Min and Max dates, you could do something like: TIMESTAMPDIFF(SQL_TSI_DAY, MIN('Start/Close Date' by 'Opportunity ID', MAX('Start/Close Date' by 'Opportunity ID'). This returns the duration in days.
The syntax above isn't correct, you'll need to substitute the exact field names within the code but it should give you a good idea.
Thanks
Oli @ Innoveer

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

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.
Please help..

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.
Thanks

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.
Thanks & regards
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:
JulianMonth ( end date) - JulianMonth ( start date)
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 .
Cheers!
Shilei

Insert Opportunity - Product Revenue Child using WS2 - SBL-EAI-04316 error

Hello,
I´ve got the following error message trying to insert a product revenue child object to opportunity using WS2.
Fehler beim Übertragen der Daten ins CRM on Demand!
Tue Apr 26 08:06:21 CEST 2011 :: Fehler bei der Verarbeitung von Argument (Error while processing argument) urn:/crmondemand/xml/Opportunity/Data:ListOfOpportunity für Operation OpportunityInsert(SBL-EAI-04316) :: Error at thread 27334345
Using SOAPUI the insert are successful.
<soapenv:Body>
<ns:OpportunityInsert_Input>
<data:ListOfOpportunity lastpage="" recordcount="">
<data:Opportunity operation="">
          <data:ExternalSystemId>0010110107664043232</data:ExternalSystemId>
          <data:ListOfProductRevenue lastpage="" recordcount="">
<data:ProductRevenue operation="">
<data:Id></data:Id>
<data:CurrencyCode>EUR</data:CurrencyCode>
<data:StartCloseDate>00:00:00</data:StartCloseDate>
<data:OpportunityName>4043232</data:OpportunityName>
<data:AccountName></data:AccountName>
<data:stpvstums010>ÖLSERVICE ALL INKL. 5W-40</data:stpvstums010>
<data:PurchasePrice>4960</data:PurchasePrice>
<data:ProductName>Filter/Oel</data:ProductName>
<data:ProductPartNumber>09XXXX</data:ProductPartNumber>
<data:OpportunityExternalSystemId>0010110107664043232</data:OpportunityExternalSystemId>
<data:ipvzahlums002>100</data:ipvzahlums002>
<data:ipvzahlums001>1</data:ipvzahlums001>
          <data:ExternalSystemId>0010110107664043232001</data:ExternalSystemId>
<data:cpvwhrums002>0</data:cpvwhrums002>
<data:cpvwhrums003>4960</data:cpvwhrums003>
</data:ProductRevenue>
</data:ListOfProductRevenue>
</data:Opportunity>
</data:ListOfOpportunity>
<ns:Echo></ns:Echo>
</ns:OpportunityInsert_Input>
</soapenv:Body>
</soapenv:Envelope>
Trying to insert the child via webservice 2.0 the request fails (see error message above)
I'm running out of ideas because I'm using the same values with the webservice request.
thx in advance
kind regards
Klaus

Hello,
I've solved the problem. It seems to be that the axis framwork has some problems to handle the complex structure of the opportunity object respectively the containing array structures (Lists). We rebuild the webservice client after deleting the unnecessary elements from the opportunity wsdl file. Doing so the webservice client works as expected. Be careful to not delete required fields which are necessary for the response message, e.g.:
- ModifiedBy+
- ModifiedByID+
- ModifiedDate+
- CreatedBy+
- CreatedByID+
- CreatedDate+
- ModId+
- Id+
I`m sure that this cannot be the preferred way to solve the problem - but it works for me.
regards
Klaus

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.

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.

Updating product revenue close date based off opportunity close date

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