Adding product to opportunity must be mandatory if stage is closed/won

Hi,
We have a requirement where the user must associate a product to an opportunity before changing the sales stage to closed/won.
We are unable to find any such association between Opportunity and product or revenue where such a validation might be implemented. No such provision is there in the Sales stage process either.
Is this even possible in CRM OD?
Any suggestions would be appreciated.

I don't think that will work. What field are you pulling from what object on the joinfieldvalue?
You can't do a joinfieldvalue from an opportunity to a product revenue, it doesn't work that way.
The only thing I can think of is to make 'Revenue' a read-only field on the layout. That will force users to create product revenues and click the 'update opportunity totals' button.

Similar Messages

"A product is added to an opportunity" Event

Hello,
With a workflow, I would like to trigger the event "A product is added to an opportunity".
Is there a way to perform that ?
Thanks for your help.

You can setup a WF on Revenue New Record Event.
You can also include a link to the Parent Opportunity record.

How to make adding attachments in the oaf page mandatory to the user.

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[ Just like we give REQUIRED property to ant text input fileds to make entering them mandatory , Is there any property to set ]
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Gyan's Oracle Application Framework Blog: OAF - Making mandatory Attachement Mandatory
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CRM_MKT_MODIFY_ORDER for Adding Products in Journal

Hi ,
We are trying to insert Product and Journal Data in
CRM_MKT_MODIFY_ORDER BAdI.
The CRM_ORDER_MAINTAIN FM being called with proper data after this BADI call.But no
products are getting created in Journal.Journal is cerated.
Also Observed we can't do in ORDER_SAVE BAdI ,As GUID not available in order save when the
activity being created in back ground
Please post me if any code available with you for adding products.If posible ,drop u r mail id ,So i can send more info.
Reference FM related to Adding products in CRMV_EVENTS will also OK.
PS : This Campaign run actually create multiple activities in back ground.
Message was edited by: Ranganatha Prasad Kurupati

Hello,
Regarding CRMV_EVENT, have a look to CRM_PRODUCT_I_A_CHANGE_PROD_EC.
Could you send me your coding at [email protected]?
Regards,
Frédéric

Adding product cleared the topic and title !!!!

adding product cleared the topic and title !!!!
not good i had a big paragraph.

anyone have any idea about this, it's very frustrating

Adding Productions - Nothing shows up until you restart the client software

Adding Productions - Nothing shows up until you restart the client software.
Any idea why? You'd think it'd be immediately available, seems a little clunky. The system isn't running slow, so can't be that.
Ryan Salazar

New Assets and Productions never show up until you hit the Search button - or wait for a rescan.
Maybe that solves your problem?!
PS: hehe... same post
Message was edited by: Marc.S

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 and Opportunity-Product Subject Areas

Hi,
Can someone please tell the difference between these two subject areas in CRM OnDemand Reporting-
1) Product
2) Opportunity-Product
And under what circumstances we should use either of them?
Thank you.

Product: you do get the dimensions and facts for the Product object... so you'd build a report with Product information
Opportunity-Product: you do get dimensions and facts for the Products related to an opportunity... so you'd build a report with Opportunity and Product information
Antonio
Bexpert, Brazil

Opportunity Closed/Won error

In attempting to test a workflow, I must be able to change an opportunity to Sales Stage Closed/Won. Now, when I try to do this, I get the following error from internet explorer:
The following fields are required for sales stage Closed/Won: ZText_4(SBL-ODS-50260).
This is obviously some sort of field validation, but every field in the particular opportunity that is available is filled in. I would like to know where the ZText_4 field is. Even if it is a custom field(which I highly suspect is the case), where can I find the field definition? If it is NOT a custom field, what is it?

Hi
This is a Custom Field of Type Text and which you created at fourth number.
Siebel give such identifiers.
If you are good in understanding HTML you can check which field this belongs to
Open a new Opportunity page > see Source code and search for the ZText_4
Else Contact customer care

I just recently purchase an ipad with retina display it is also my first apply product and I am not liking it. First it won't stay connected to my wifi and it won't pair on my nokia N8 phone via bluetooth. Any suggestion? Thanks!

I just recently purchase an ipad with retina display it is also my first apply product and I am not liking it. First it won't stay connected to my wifi and it won't pair on my nokia N8 phone via bluetooth. Any suggestion? Thanks!

No one from Apple here - this is a user-to-user forum for the Apple Thunderbolt Display. If you don't like your iPad, sell it.
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Clinton

Adding Product Using CRM_ORDER_MAINTAIN

Hello Techie,
I am creating lead for that I need to give product what are mandatory fields i should have to maintain so that i can successfully create mmy lead using crm_order_maintain.
Please give me mandatory field input for product.
Thank's In Advance.

Hello Pavel,
I also follow the same approach for partner,status,qualification,lead header ,But while coming to product its not creating what exactly issue I don't know..... I added following code can you please review and let me knw where i am missing...
ls_sales-ref_handle = '0000000001'.
ls_sales-ref_guid    = l_guid.
ls_sales-ref_kind    = 'B'.
APPEND ls_sales TO lt_sales.
ls_product_i-ref_guid        = l_guid.
ls_product_i-ref_handle      = '0000000001'.
ls_product_i-gross_weight    = '0.000'.
ls_product_i-net_weight      = '0.000'.
ls_product_i-mode            = 'B'.
APPEND ls_product_i to lt_product_i.
ls_orderadm_i-GUID         = l_guid.
ls_orderadm_i-HANDLE       = '0000000001'.
ls_orderadm_i-HEADER       = l_guid.
ls_orderadm_i-ORDERED_PROD = 'HT-1030'.
ls_orderadm_i-PRODUCT_KIND = 'X'.
ls_orderadm_i-LOG_SYSTEM_EXT = ''.
ls_orderadm_i-MODE           = 'B'.
APPEND ls_orderadm_i TO lT_orderadm_i.
ls_schedlin_i-REF_GUID = l_guid.
ls_schedlin_i-REF_HANDLE = '0000000001'.
APPEND ls_schedlin_i to lt_schedlin_i.
ls_nametab = 'ALTID_TYPE'.
APPEND ls_nametab TO lt_nametab.
ls_nametab = 'ORDERED_PROD'.
APPEND ls_nametab TO lt_nametab.
ls_nametab = 'PRODUCT'.
APPEND ls_nametab TO lt_nametab.
ls_input_fields-REF_HANDLE = '0000000001'.
ls_input_fields-OBJECTNAME = 'ORDERADM_I'.
ls_input_fields-field_names[] = lt_nametab[].
INSERT ls_input_fields INTO TABLE lt_input_fields.
CLEAR : ls_nametab,lt_nametab[].
Thank's,
Tasnim

Verizon "craming" -- Adding products never ordered

This is a FYI post just to let folks know of some of Verizon's practices.
A few days ago, Verizon "crammed" my account by adding two products I never ordered: Verizon Unlimited Games + Starz Play Pak and Security and Backup Bundle. Took me three phone calls to cancel these products. I subsequently filed a formal complaint with the FCC and sent a complaint letter to Verizon. Of course, i will not pay any charges associated with these products.
Note that one must call 800-567-6789 to handle this type of problem. The regular Verizon residential services number does not deal with DSL billing.
So a word to the wise. Check your Verizon email often -- that is how I found out about this scam.

An addition to my original post --
I never used the Verizon CD -- just downloaded the software. Also, I was not even using my computer the day that Verizon illegally ordered these two products for my account. I just happened to check my Verizon email two days after the event which is how I discovered the cramming.
My general opinion of Verizon: I like their DSL product - high marks. But Verizon service is terrible. Their DSL folks in India are not very knowledgable. Unfortuantely I have no choice - there is no other DSL in my location.

Asking for advice on adding products with descriptions to webpage

I am a web design and dreamweaver newbie and am in my very limited experience, working on creating a virtual mall. I'ts something I always wanted to do...go figure..lol. I do have a lot of companies that will advertise and I have access to their Java and HTML links. I have created (in my mind...lol) I pretty decent start on a homepage from a free template and I want to create pages with pictures and descriptions but I am not sure the best way to go. I cannot afford to have a pro do this for me so I am fishing for some good advice. I know about creating tables but I hear that tables are so 90's and dreamweaver can do it better in a different format. I have looked through the forums for advice but not have found what I am specifically looking for. The way I have it from the homepage is that I have links to product types in the content portion of spry accordian and created pages akin to my homepage to display them but from there...not sure. I do not have a lot of available free time, hardly any to be honest, so if anyone can point me in a good direction or have any good ideas, I would really appreciate it. Here are my questions:
1. Is there a better method to display products besides tables in CS4, and if so, how would I best proceed? The idea is 3 columns and 4 rows of products with descriptions underneath. The links provided by the companies would take them to the company website to purchase. I didn't want to alarm the companies by posting a site without some products available but I need some help.
2. Is it possible and if so, is it a good idea to add a spry tabbed panels into the content portion of the spry accordian? Would I have to establish an editable region or something specific to allow it to be functionable?
Separate Question:
1. I am not sure if I can even ask this coherently but will give it a shot Does DW have a tutorial on adding some type of flash css or revolving pictures to be built into my header area on the homepage? I do have DW fireworks and I really want to spruce it up...
I will load the homepage online today to www.virtmallshop.com. The product links pages won't be availabe except one to give a reference. Understand that you all know a heck of alot more about this then me so please be kind!
Thank you
D

For Umlaut, you could probably use phonetic keyboard. Highly recommended.
Use "Ukelele" to create keyboard layout and use dead key to map umlaut (like 'u = ü). With phonetic keyboard you can type as fast as with native keyboard (if not faster) and in unlimited number of languages, without re-learning the layout.
Brackets are quite easy accessible on Apple keyboard.

How to deactivate configuration of product in Opportunity

Hi,
We are using configurable product in our project, the client wants to configure the product at Quotation only, But whent he Product is selected in Opportunity the sysytem throws an error Configure the product.
Can any one suggest how to deactivate this error.
With Regards
Selvam T

Hi Vanessa Donegan,
Thks for your Reply.
We need pricing in Opportunity Document. We created a condition record to pick base price. Any Other solution other than deactivating the price.
With Regards,
Selvam T

How can I show competitor but not competitor products in Opportunity?

In CRM 2007 SP6 I would like to display competitors on an opportunity, but not competitor product.
The component BT111H_OPPT has two sets of views - Competitor* and CompetitorProd*, which as the name would suggest shows either competitor info or competitor and product info.
The challenge is that the CompetitorProd* set of views is being used but I want the Competitor* set and don't know how to make that happen. Does anyone have experience with these views?
Thanks,
Dana

Hi Dana,
this is possible in Opportunity Management.
The design was done the way that in any case you will have a item created where the competitor is assigned to. this is even the case when you don´t use products at all.
the customizing is done on the transaction type level.
goto to transaction type customizing / customize header. There you can find the "Competitor Mode".
The mode allows to be "header mode" or "item mode".
if you select header mode the assignment (block) is visible on header level, else on item level.
hope this helps
best
martin

Adding product to opportunity must be mandatory if stage is closed/won

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