Competitor Texts in Opportunity (CRM7)
Dear friends,
I am configurating the competitor functions in CRM 7 Webclient. When adding a new competitor for the opportunity, only 2 texts types are shown in the web page,( Strengths and Weaknesses).
Text Object CRM_ORDPTH
Description Partner Texts for Transaction
Text Det.Proc. OPSMCP01
Dscrptn Proc. Opportunity Competitor
Type Desc Seq oblig Access
O001 Strengths 0010 oblig OPSM0001
O002 Weaknesses 0020 oblig OPSM0001
O003 Strategy 0030 oblig OPSM0001
O004 Counter Strategy 0040 oblig OPSM0001
I think the text Strategy and Counter Strategy should also be shown in the web page for editing and do remember i saw these before.
Could any of you possibly give some advise?
Thanks so much!
Best regards,
David
Edited by: davwang on Dec 30, 2009 11:00 AM
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
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