Book of business

Dear Expert,
I've created book hierarchy for countries. There are all together 10+ countries and each country can access to thier own records, but some can access to other country's record too. Example, Philippines can access to Vietnam's records. So I set vietnam as a sub book of Philippines. Now vietname can see only the records that assign to vietnam book, but for philippines user, he can see all records in the system. As my understanding about book, philippines should see records that belong to philippines and vietnam book. Any suggestion??
Thanks,
Note

Dear All,
I can figure it out already. I forgot to set the "Default Look In Setting by Record Type" for the user. After I set it to look in to the specified book, it all works!!!!!! Thank you!! ^^
Note

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Custom Reports using Book of Business

I was wondering if anyone can provide some help with book of business and custom reports. I have tried to created a custom report and changed the Book in the book selector at the top of the reports page, but it still returns results from all of the entries as opposed to just those associated with the book. Any ideas?
Thanks in advance.

Yes BOB affects reporting, you need to setup your user record in a particular way, send me an email and i'll send you the doc that explains how. alex.neill@{see profile}
Stuart - I have your email address I'll send it through as soon as I find it.
cheers
alex

Hi Reg Assignment of Book of Business

Hi everyone,
i just wanted to know how to configure the workflow for making this condition satisfy:
Top Management grants access to a custom object to the sub-ordinate by adding into custom object team, i want the associated account, associated contacts also accessible to him apart from the custom object.
what i though i would pack account and related contact information in book of business and assign it to the sub-ordinate automatically when his name is added in custom-object team.
can any one help me out what would be:
trigger even:
condition to apply
regards,
uday

Uday,
I dont think this would be possible.
Is there a pre defined rule based on which the custom object access is given?

Books of business - supported via web services

Are books of business supported in R15 via web services interface? If we create a new Contact, Account or Opportunity, can we associate it to a specific book? I can't find any documentation on this subject.
If not, what's the point of using this functionality? We have over 13,000 different zip code ranges in our territory structure in Oracle 11i CRM, and would like to be able to maintain some sort of parallel structure in OnDemand via web services integration.
Are we stuck with creating Sales Team records for all object types? Seems very cumbersome to have to add a specific user to 100,000 different records, when we could simply assign them to a single book of business and accomplish the same thing.
Thanks,
Scott

Scott, web services will not be supported for book of business in R15. However, I passing this information to our On Demand product marketing. Thanks for the feedback.

Leveraging Book of Business for Mail Merge

I'm looking for some advice from the community on how I can make use of the Book of Business for segmenting records for mail merges?
Bascially, I want to restrict my mail merge to contain only those contacts who are linked to a specific Book of Business. Problem is I'm not quite sure how best to achieve this!
Thanks in advance,
Cameron

Cameron,
I don't believe you can get a list of records attached to a book (wish you could), you'd need to create the list based upon your rules for assigning BOB's. For example with a company i setup BOB for we assigned the books by region. So where location = north then assign to North book. Your list would then be where location= north.
hope this helps.
Alex

Analytics Visibility - Books of Business and Direct Reports

We have a manager who has looks over two key accounts and also has a few employees who deal with smaller deals.
For the two major accounts, the opportunities are assigned Books of Business and each book rolls up to the same parent book.
When the manager runs a report, and picks the parent book at the 'Look In', will they see other opportunities that are owned by people who report to him/her, or will they just see opportunities that have the books of business on them.
In a perfect world, they would like to see the key account opportunities as well as the other opportunities for people who report to them.
Can this be done?

David,
I will email you a file that explains analytics visibility in R15.
The file is also available on Metalink for anyone else who needs the information... search for analytics visibility.
Mike L

SAP BOOK - SAP Business Intelligence

Hi Experts,
Is anyone having this book SAP Business Intelligence by Norbert Egger, Jean-Marie Fiechter, Sebastian Kramer, Ralf-Patrick Sawicki, and Stephan Weber ? If so, can you resell it to me? I am not in a position to buy a new book.
With kind regards,
Kannan Jagadeesan.

What about to buy used one e.g. via amazon?

Books of Business for Country data segregation

I am trying to determine the best way to use books of business to segregate the data in the system. There will be multiple countries using the system but the requirement is that noone from one country can see data belonging to another unles special access is granted.
Has books of business been used in this way previously?
As I will need to allocate all records to books are there any examples of workflow that can assign all the records owned by a user to a book?
I need to create 2 book structures each with about 10 books, and assign the records of 150 users to these books - how long should this take me to setup?
Thanks

I would recommend taking the On Demand online training webinar on Book of Business. This will give you a good idea of how to setup your Book of Business structure.

How to display all the Records of all the "Books of Business" in Report ?

Hello,
I have a user with 3 "Books of Business" (No Sub Books).
I would like to generate a report with the data of the 3 books.
With the "selector", it seems that I can't choose the "All" option.
Can someone confirm the behavior ?
Thanks for your help.

Hello,
I do have a similar problem.
I have already tried to create a parent book (the checkbox "can contain data" is not activated), assign it to sub-books and add first my user as a book user (Admin role). However, when I start a simple report which should show e.g. Number of Contacts in a book an choose the parent book in the book selector I get an error message and there are no results ("The specified criteria didn't result in any data").
Did I miss any setup steps or is not possible to see all the records at once which belong to the sub-books with a parent book?
If I pick my user book, I see only the records I own. The problem is that our CEO needs a view there he could see records in sub-books separately but also the records in both of them at once. Unfortunately, the Manager Visibility can not be applied because we have a different hierarchy in the system as it is in real (otherwise wrong data in forecasts).
Many thanks in advance
Regards, Vilma

Query-Automatic assignment of Record type to Book of Business-Pls help me

I have a query about Automatic assignment of record in Book of Business.
Using 5 record types & 50 regions as a part of Book of Business. You can say 50 sub-books.
I want to assign these 5 record type to particular Book when to create & modify.
Eg. When I create new account it should be automatically assigned to Book 1 & later I modify this account for reassignment to new user then it should be automatically added to the new user’s book.
I need to create workflow for this as Assign to book criteria for both when new record saved & when modified record saved.
I have tried this & its working; however problem is with the creation of two many workflows.
50 region (Books) x 5 record types * 2 - Create/modify flow = 500 workflows for one country!
If I am right then I can assign 1 record type with action as create or modify in 1 book only.
How to reduce these no. of workflows?
Pls help me out in this regard.
Regards
Mangesh

Mangesh,
I am sorry to tell you that there is no quick answer to this but i will say that maybe you need to rethink your book structure and their requirements here.
I have 4 types and 7 regions so you need to create books to allocate all these on create and also modify. Customers have raised concerns with this to Oracle and they are looking into it but they are along way from completing this. Sorry to spoil your day but i would strongly ask you to consider your books structure before you complete this.
Otherwise if you are using webservices you could assisgn the book when the record is piped into the CRM and then you only need to complete the modify workflows.

Book of business-Look In Selector

hi
i created book of business.i set default lookin selector to one subbook for the user and its working fine. but when i select ALL+ in Lookin selector,still it shows the records while searching.my requirement is to show access denied when i make a search in ALL+.
is that possible?
regards
sowm

hi venky..
thanks for reply
Can you explain me more on this?what is the significance of having ALL+ even using book of business?
regards
sowm

Managed List and Book of Business

I have created a managed list based on the My default lookin sector which is a particular Book of Business.
This list works fine. Now the users would like the same list, but to include only those in the Book of Business where they are the a true owner of the account. I cannot seem to find a way to make this work. Is there some type os session variable I can use to code User equal to User signed in? I cannot find any documentation on this.
If I change the list to show all accounts I own, then accounts not in the Book of Business show up.
Any ideas?

That will certainly work in this case. However, I'm just concerned that if we have some complex criteria for a BoB that is would be hard to duplicate in the managed lists and concerns of future maintenance of the list when the books change.
I'd like to see that ability built into the list facility, where I could select the book of business and then also select the accounts I own. Think this would be cleaner and less headaches.
Thanks !!

Book of Business and access to Accounts, Contacts, and Opportunities

We have a question about access and Books of Business...
We have an account with a book of business. The account has 20 contacts and each contact has 2 opportunities associated with it. If a user has access and can see the account, will they be able to see the details of 20 contacts and 40 opportunities associated with the account without adding the books of business to those contacts / opportunities, or for a user to access all the records, all records need to have a book of business associated?

Thanks for the clarification. The user still cannot actually open the contact or opportunity that is tied to an account even though the account record has a book of business. I played with the related information section for the Account Record type and the still received errors when they click on a contact or opportunity.
I then update the contact and opportunity with the book of business and they were able to click and see the details.
I guess this is telling us that a book of business is required on accounts, contact, and opportunities if other users would like to see the details for contacts and opportunities related to an account.

Book Of Business-Record not editable.

Hi
I have implemented Books for 3 Records campaign,co1 and co5.
for a book a user should have read/edit access to all the records in book.so i have provided in default access/owner profile as read/edit access to these records and same at book level also edit access for these 3 records.
Problem is, it works fine for campaign and co1 but for co5 only read only access is there.
We are on R18.
Any Ideas.

At this time Book of Business is only supported for custom objects 1-3.

Activity visbility control with authorized by book of business

Hi Folks,
My requirement is to show Completed or open activities which I am authorized to see under Account page, for thoes activities I am not able to see, I dont want to them to be shown there; Then what is the access control can make this work? the activities are authorized by Book of business; I tried to set related informaiton Appointment/Task as "inherit primary" but nothing was shown, if I changed to "View" lots of unauthorized activities are shown;
Thanks,
Zhou

Test it step by step:
1. The inherit primary setting is correct. If you don't see any records under Account, create a Task. Check whether you can see it.
2. Assign this task to a book that you have access to. Check again if you can see the Task
3. then check why the other activities are not seen... probably you don't own them or they are in a book where you are not a member, you you are not on the user list of the task.

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 of business

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