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.

Similar Messages

Opportunity Team Assignment Rule and Automated Task Owner

Hi,
We have a requirement that when an Opportunity is created, the Opportunity Team assigned will be based on the Owner of the record. We created a "test" assignment rule wherein the:
* Team Assignment: (Example) John Locke (Manager), Jack Shephard (Coordinator)
* Rule criteria: Opportunity Owner First Name = Sawyer, Opportunity Owner Last Name = Ford (Question 1: I can't find Owner id field from the list... that would have been better..)
This works when the Reassign Opportunity checkbox is ticked during record creation and I needed to refresh the record to see the added users in the Team. (Question 2: Is that how it really works? Also, the users added in the Team does not have an Opportunity Role assigned... This field is important to my requirement..)
We have 3 Opportunity Team Opportunity Roles: Manager, Coordinator, Sales Rep. We also have a Sales Process based on the Opportunity Type wherein each Sales Stage has automated tasks for it. We assigned the "Opportunity Team Role - Coordinator" as the Owner of the tasks.
This part does not work because when you create the opportunity record, the user in the Team is only the Owner (creator of the record = Sawyer Ford)m which is also assigned as the Owner of the Activities created based on Sales Stage. What should happen is that the Owner of the Activities should be "Jack Shephard" (Coordinator from the assignment rule).
Question 3: How can I assign Opportunity Team Role in the assignment rules?
Question 4: It seems like the Sales Stage fires first (which creates the automated tasks) before the assignment rule fires....
Help please...
Thanks in advance,
Jasmin

Hi Abhijit,
Indeed as you stated, the team assignment can only be self-assigned. Meaning that a manager cannot assign a team assignment to another member. Customizing this feature could be quite complex and time/money consuming. If you decide to go that way, then it
is out of my knowledge.
Using the "reassign task" feature will not help because once reassigned, the manager will not be able to change the assignment again for another resource.
I'd rather suggest to put in place a process together with the project manager who is actually managing assignments in the project with Project Pro. For example the manager can access the project plan and should only update his resources on assignments but
not the project itself.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

Opportunity Team Roles

Hello,
On the Opportunity Team record set, there are two fields that gets displayed, user role and team role. User role is the role defined in user administration and team role is the role specific to the opportunity.
Does the team role drive any record visibility functionality other than presenting an email address for the user in the Send Email action on the WF ? Assigning team role is not available in the assignment rule definition as well.
Thanks

Robin, team role does not drive any record visibility.

Automatically adding of Opportunity team for sharing record

Hello community,
It is possible to add automatically some members to Opportunity Team when a new opportunity is created?
Regards,
Cristian

Unless I misunderstood the request this can be done via the groups option. If you can erect groups in advance (through the Admin link), then when an owner is assigned to the opty, then everyone in his/her group will be assigned to the opty team.
The problem is usually being able to define the groups since each user can be associated with only one group.
Best of luch

Opportunity team history

Hello,
I have a question regarding opportunity team. Here is the thing.
1. I am on an opportunity with Owner = Bryan
2. I change the owner to John
3. In the opportunity team i see Bryan AND John.
4. There is no way to delete (even manually) the previous Owner Bryan
5. This happens only when I have an Account linked to this Opportunity...
6. My problem : I don't want the previous owner of the opportunity to be added to the opportunity team.
I am lost. Could you please help me ? Thanks a lot
Julien

Hi Venky,
Thanks for the answer. I opened a SR and was told it's a known product defect. In addition to the owner of the account (as you told) you will have all the previous owners of the opportunity in the 'opportunity team'. But there is a workaround to this problem. You need to go on Company administration and unckech a box in the company profile. The box is under section "Company Data Visibility Settings" and is untitled "Default Group Assignment". ONLY If you unckech this box, you will not have the previous owners of the opportunity in the 'opportunity team' . Thanks !
Julien

Auto-Assigning an Opportunity based on Territory

Hi All,
I have written a WF that auto-assigns all new opportunities with specific values in the Territory field to a specific book. When I was building the rule it would not give me the available values to choose from, so I wrote it from scratch:
[<Territory>]=LookupValue("Territory", "Americas")
Did I get the syntax wrong or is it not possible to assign an opportunity to a book based on the Territory field?
If anyone has another idea of how to do this, I am open to suggestions.
Thanks.

Bob,
That triggers whenever the territory field is changed from value "Americas" to something else. I have just tested it out and as of now (4/30/2008) that is how FieldValue functions.
That being said, does anybody have a solution to the original problem.
- Triggering a work flow rule when the territory (out of box read-only) field is a certain value.
I have tried -
[<Territory>] = LookupValue([<Territory>], "California")
FieldValue('<Territory>') = "California"
[<Territory>] = "California"
[<Territory>] = 'California'
None of these work.
Some one more well versed in the arcane art of OD manipulation please shed some light on this.
thanks
Odie

Difference between Territory Team Functions and Opportunity Team Functions?

Hi,
What is the difference between Territory team functions and Opportunity team functions? and how can we add values to the LOV of territory team functions?
Scenario:
Need to assign Territory Team on a territory with functions therefore when the territory is assigned to an opportunity and the team members of that territory displays in Opportunity Team, the functions LOV should AUTO POPULATES .
Please find attached files for reference.
Your help in this regards will be highly appreciated.
Thank you.

Hi,
What is the difference between Territory team functions and Opportunity team functions? and how can we add values to the LOV of territory team functions?
Scenario:
Need to assign Territory Team on a territory with functions therefore when the territory is assigned to an opportunity and the team members of that territory displays in Opportunity Team, the functions LOV should AUTO POPULATES .
Please find attached files for reference.
Your help in this regards will be highly appreciated.
Thank you.

Opportunity Team - Owner

Hi Folks,
Using the Opportunity Team functionality:
When a user creates an Opportunity against an account that they do not own, the account owner is added to the 'Opportunity Team' along with the user who created the opportunity in the first place. Is there any way to prevent this? We do not want the account owner to be added to the oppotunity team automatically.
When the record is written to the warehouse the 'Account Owner' is listed as the record owner 'Owned By User - User Name' and not the user who created the opportunity (Opportunity Product History Subject Area). We need to use this field as it also drives 'Report To' and 'Supervisor'. When you look at the opportunity in the application and scroll to the 'Opportunity Team' tab the correct person is listed as having "Owner" for 'Opportunity Access' yet this is not reflected in the warehouse? Any Ideas?
Thanks

Have you defined an account team and have you provided access to opportunities in the account team location? If so they will automatically flow into all the opportunities you create. If you leave the opportunity access blank in the account level, they will not be added to the every opportunity that is created.

Automatic assignment of Support Team based on processor

We have a help desk team creating Service Desk messages directly into SOLMAN (not from satellite system) using transaction NOTIF_CREATE and assigning processor. After they save the message, they open the message again in transaction CRM_DNO_MONITOR and change the Support Team manually based on the processor's Support Team. They are requesting if
the assignment of Support Team can be done automatically based on the processor assigned during creation of message and
when processor is changed/re-assigned after message has already been created.
I've read some suggestions in the blogs and forums that partner determination can be done by creating your own BADI.
So I've created a new BADI "Z_FIND_TEAM" (copied from BADI CRM_DNO_PARTNER_1) and commented the logic which derives the support team based on the rule in transaction PFAC, and replace this with my own logic of getting the processor's Support Team. Then I assign this to the action. When I tested the action during creation of message (NOTIFCREATE), the action failed to get the support team because the CRM documents (where I'm getting the processor) is not created yet at the time that the BADI is executed.
I also tested the same action (but I didn't schedule it to run automatically) during changing of message (in CRM_DNO_MONITOR). The action successfully assign the correct Support Team when I already saved the new processor before choosing the action.
But if I change the processor and do not save first before choosing the action, the support team of the old processor is assigned.
In both cases, I need to get the value of the processor in the screen and pass this to the BADI.
Can anyone help me how to pass the screen value of processor to the BADI.
Or do you have other suggestions on how I can automatically assign the Suport Team based on processor.
Thanks in Advance.
Regards,
Tess

Hi Ragu.
Thanks for your quick response.
I've already tried assigning some standard access sequence in the support team's partner determination although the assignment of the support team always returns with the BP of the top organization unit in our org chart that's why I tried using the BADI afterwards.
Our org chart is defined something like :
IMS Support Team org unit
      Help Desk org unit
           Person 1
      Functional Team org unit
           Person 2
      Technical Team org unit
           Person 3
I've tried access sequence like "Organizational Data: Employee for an Org. Unit" and "Organizational Data: Organizational Unit for a User", but when I test this the support team is always defaulted with the "IMS Support Team's" BP Number (the top org unit).
I'm not sure which access sequence I can use to assign the support team, for example, processor = "person3", the support team should be "Technical Team".
Or do I need to create my own access sequence?
I'm not familiar with these access sequence and not really sure how it works.
Thanks.
Tess

Assignment block 'Opportunity' in Corporate Account doesn't work

Hello experts,
When I create an Opportunity I have functions Prospect (corporate account) assigned to a Contact Person (private account).
The assignement block 'Opportunity' is not being populated for either the Prospect or the Contact Person. That means that if I am in the Prospect account page, there is nothing in the assignement block 'Opportunity' (component BP_BPBT, view ContactOpportunities). And the same thing happens for the Contact Person account page, nothing is in the 'Opportunity' assignment block.
I need to see all opportunities created for that Prospect. How does the view 'Opportunity' work in the accoutant page, if nothing is shown there??
Thanks a lot!
PS: a similar thing is happening for assigment block 'Leads'...I can see it populated in the Corporate Account page (prospect) but I cannot see it populated in the Private account page (contact person).

Hello Tim.
I believe this is the standard functionality. You can see the Leads in the Corporate Account, but not for the Contact Person.
Please, see if that is true for you: go to the Corporate Account page, can you see the Leads in the assignment block? But for the Contact Person of this Corporate Account you won't be able to see it.
However, you can view the Leads in the RELATION page. See if that is true for you too: access the relation page between the corporate and the contact person (imagine that you have 1 corporate account with 5 different contact persons...you will only be able to see the leads in the relation page, because you see the leads that are linked between the account and the specific contact person).
I don't think there is a standard way to bring Leads into the Contact Person (private account). It is probably possible via enhancement.
If you find a way, please let me know it too!
As for Opportunities, the same thing happens: you can view the Opportunities in the Account page, but not the Contact Person. You can also view them in the relation page.
Please let me know if you've found a way.
Thanks,
Luis.

I wish to create a fixture book for a sports team and print it using Duplex. It will consist of 19 pages

I wish to create a fixture book for a sports team and print it using Duplex. It will consist of 19 pages

Can't see what you are looking at.
You will need to describe what exactly you are talking about.
Meanwhile see Imposing Booklets or Duplex printing:
http://www.freeforum101.com/iworktipsntrick/viewtopic.php?t=181&highlight=imposi tion&mforum=iworktipsntrick
Imposed Booklets have pages in multiples of 4, Duplex documents of course in multiples of 2.
Peter

Opportunity team in report

Hello,
Could anybody help me how to get an opportunity team in the report, there is no field named oppty team in opportunity metrics. Helpful suggestions are welcome

I'm new to the Forum and was happy to see this topic brought up. Our company implemented CRM OnDemand back in June for 140 users. We were under the impression when we configured that we were going to be able to report on the Opportunity Team object. Our company tracks sales for commission computation for multiple BD on any given opportunity. We expected to be able to track this info through the Opportunity Team object. We've created a very messy workaround - created a new multi-pick list field to be able to identify multiple BD in an Opportunity Record - but that too has its reporting limitations.
I intend to file an Enhancement Request and would like to hear from any others as to how they might be solving this business need given Opportunity Team cannot be reported on.
Does Oracle have any other information on this? Is Opportunity Team analytics on the road map to be included in a future release?

Account Owner added to Opportunity Team when creating a new Opportunity

We´ve noticed that the Account Owner is added automatically to the Opportunity Team when we create a new Opportunity.
Is it possible to disable this behaviour ?
txs. for your help.
Antonio

Antonio, not at this time.

Oracle Performance linked to book assignment

HI,
I have a question about Siebel On Demand performance.
I would like to use book functionality to manage visibility for my company. My organization is quiete complex and I need to create more than 1000 book. So to manage book assignment, I have to create more than 2000 workflows (one for creation, one for modification) per Object.
Do you think there is a risk of performance using so many workflows?
Is it possible to use Territory functionality to manage users visibility on a record?
Regards,

I would recommend using Book of Business to manage visibility for your company. It is not possible to use territory functionality to manage users visibility on a record.

Problem in assigning the support team automatically-PFAC_RESPO-13200137

Hi Gurus,
I am facing a problem in assigning the support team automatically.
In the transaction PFAC_RESPO , i maintained responsibilites with rule no. 13200137. I created criteria for determining partners.
when i simulate the condition @ PFAC_RESPO it is picking correctly the Support team. But when i created a messgae in satellite system, it is not assigning the support team automatically.
Could anyone highlight me with some inputs.
by
D.K.VIJAYABHASKAR

Hi,
In the rule definition and responsibility in tcode: PFAC_RESPO.
i have mentioned some of the Responsibility Specs, like client, installation number.Then when i simulate the condition (@ simulkate rule resolution) by entering the related details system picks the concerned support team.
But when i created message and checked, it is not picking any of the support team. Determination not happening.
I used the standard action profile SLFN0001_ADVANCED.
Action Definition : SLFN0001_ADVANCED_FIND_PARTNER (When message is created, find support team responsible)

Book assignment on Opportunity team

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