Contact Determination in opportunity

Hi All,
I have maintained a partner function in involved parties in opportunity. i.e building
now that building has a contatct in master data account. Now I want similar functionality as account that when there is an contact assciated in account it gets automatically prepopulated in Contacts facet in opportunity.
Now i want that the contact associated with my building should also get prepopulated. how can i achieve this?
Regards,
Dhruvin

If I understand your question correctly, you are looking to see the contact associated to an account to be visible in Opportunity under contacts facet. If that's the case, then it is standard functionality and should work without any issues.

Similar Messages

Urgent --- assiging the contact person to opportunity

from the dit tool we are transfering data to crm , but for 1 opportunity it takes one contact no , but in system from which we are taking data has more than 1 contact number , for assigning more than 1 conatact no to the same opportunity in crm , what should i do , or which function module can help me

Hello Pankaj,
If i understood correct your problem is that you need to add couple of contact persons to opportunity.
if its a problem goto:
SPRO->SAP reference IMG->CRM->Basic Functions->partner Proccesing->Define Partner Determination Procedure
Choose your FCT PROFILE(00000019 for Example) -> Partner Functions in Procedure -> Choose you partner Function (0000015 for example)->Press Details button ->No. of Occurences (Highest) should be greater than 1.
Good Luck
Eli Steklov
Please Reward Points if it Helped

Report to display all the contacts of an opportunity.

Hello,
I have a requirement, can we create a report which displays all the contacts of an opportunity apart from primary contact.
Any inputs on the same will be appreciatable. TIA
Edited by: 1004233 on May 6, 2013 12:16 AM
Edited by: 1004233 on May 6, 2013 3:28 AM
Edited by: 1004233 on May 6, 2013 3:28 AM

Hey Aveek;
   Try this, which will get the most recent one. You would just need to change it to loop at the edids records to get at them all...
      TABLES: *edidc, *edids, *t100.
      DATA: wf_string type string.
      CLEAR *edids.
      SELECT SINGLE *
         INTO *edids
         FROM edids
         WHERE docnum = *edidc-docnum
           AND status = '51'.
      SELECT SINGLE text
         INTO *t100-text
         FROM t100
         WHERE sprsl = 'EN'
           AND arbgb = *edids-stamid
           AND msgnr = *edids-stamno.
         CLEAR wf_string.
      MOVE *edids-stapa1 TO wf_string.
      REPLACE '&' WITH wf_string INTO *t100-text.
      IF sy-subrc EQ 0.
        CLEAR wf_string.
        MOVE *edids-stapa2 TO wf_string.
        REPLACE '&' WITH wf_string INTO *t100-text.
        IF sy-subrc EQ 0.
          CLEAR wf_string.
          MOVE *edids-stapa3 TO wf_string.
          REPLACE '&' WITH wf_string INTO *t100-text.
          IF sy-subrc EQ 0.
            CLEAR wf_string.
            MOVE *edids-stapa4 TO wf_string.
            REPLACE '&' WITH wf_string INTO *t100-text.
          ENDIF.
        ENDIF.
      ENDIF.
      A little sloppy (OK, alot!), but it gets the job done...
Cheers,
John

Query contacts of one opportunity

I’m trying to query the list of contacts of one opportunity and i don’t know how I can do it.
This is my code:
oportunidad = new Opportunity();
OpportunityWS_OpportunityQueryPage_Input qbe = new OpportunityWS_OpportunityQueryPage_Input();
OpportunityWS_OpportunityQueryPage_Output qRet;
qbe.ListOfOpportunity[0].OpportunityName = "='myop'";
qbe.ListOfOpportunity[0].ListOfContact = null;
qRet = oportunidad.OpportunityQueryPage(qbe);
if (qRet.ListOfOpportunity.Length > 0)
if (qRet.ListOfOpportunity[0].ListOfContact != null)
foreach (Contact item in (qRet.ListOfOpportunity[0].ListOfContact))
xmlw.WriteStartElement("contacto");
xmlw.WriteAttributeString("Id", item.ContactId);
xmlw.WriteAttributeString("Nombre", item.ContactFirstName);
xmlw.WriteAttributeString("Apellido", item.ContactLastName);
xmlw.WriteEndElement();
The problem is that ListOfContact is always NULL

You need to add a Contact record to your input in order to get Contacts in the output. Instead of
qbe.ListOfOpportunity[0].ListOfContact = null;
do
qbe.ListOfOpportunity[0].ListOfContact = new Contact[1];
qbe.ListOfOpportunity[0].ListOfContact[0] = new Contact();
qbe.ListOfOpportunity[0].ListOfContact[0].ContactId = "";
...add the other fields that you need to query here...

Org Data Determination in Opportunity

Dear All,
While Opportunity Creation, after entering the sales prospect, contact person and employee responsible and Organizational data have to be determined automatically. To achieve this what configuration settings I have to make in SPRO.
Please educate me in this scenario. Your help will be highly appreciated.
Thank you

Hi Raghu
This is based on the org determination rules which are assigned to the transaction types.
These rules are defined to pick up the responsible agent/org based on two criteria
1. Based on attributes
2. Based on responsibilities
3. Both of the above
Incase when the org is to be determined based on the attributes, then the attributes of the BP like the Countyr, Postal code are matched to the same attributes of the orgs that you have maintianed in the system and the matching orgs are available for chosing.
<b>Based on the responsibility</b>:- Incase you want the BP to be serviced based on his importance you chose agents based on the Responsibility. Eg:- If you want the Gold Card Members to be treated by different set of org than the normal customers, you can chose this rule to maintian it.
Incase you have maintained both the rules, then the union of all the orgs determined by these rules will be available in the pop.
The path to maintain these rules is
IMG> CRM> Master Data> Org Mangement> Define Rules
and then these rules need to be assigned to a profile which contains the rules to determine both sales and service orgs is done using the path
IMG>CRM>Master Data> Org Management> Define profile
and then these profiles are assgined to the transaction type using the path IMG>CRM> Transactions> Basic Settings> Define transaction types
Hope this would help.
Regards,
Rekha Dadwal
You gain a point for every point that you reward. So reward helpful answers generously

How to determine if Opportunity was deleted manually by the user?

An opportunity can be deleted by 2 ways.
1) Manually by a user by clicking on the delete button
2) Deleted by a process via web services.
I have a workflow set up for delete and it will create an integration event whenever you delete an opportunity. But I only want this workflow to run under #1 condition above.
Is there a way to determine that?
Thanks

Hi,
please find below the channel list together with a short description. This list is also available in the online help.
Import
This channel string excludes updates performed through the import functionality and through Oracle Data Loader On Demand.
Online
This channel string excludes updates performed by user interactions through browser windows.
Mass Update
This channel string excludes updates performed through the Mass Update option on list pages.
Record Merge
This channel string excludes updates performed by record merges.
Offline
This channel string excludes updates from Oracle Offline On Demand.
Web Services
This channel string excludes updates from Web services.
Office
This channel string excludes updates from Oracle CRM On Demand Integration for Office.
OEI
This channel string excludes updates from Oracle Outlook Email Integration On Demand and Oracle Notes Email Integration On Demand.

HOW TO USE ZONE ADRC-REGIOGROUP for Partner determination in opportunity

Hi Everyone,
We have an issue link to partner determination.
We need to determine employee function from the address of the sold-to-party activity person function.
In fact the REGIOGROUP field within the selected address in the opportunity is what we need to determine the employee function.
In the meantime we created the attribute REGIOGROUP in the Tcode PPOMA_CRM and we assigned a value to an orgdata.
We couldn't find any rules or function or Badi that does the link between the regiogroup of the address of the activity person and the attribute with same regiogroup value in orgdata in order to have the employee that works in the regiogroup.
Do you have any clue about the way to use this regiogroup?
When we press F1 on the REGIOGROUP field here is documentation we have:
"Regional structure grouping
Regional structure grouping combines all elements of the regional structure (cities, streets, street sections). It is used, for example, for clerk determination."
Does anybody know how to make this clerk determination work? do you know where i could find information about it?
Many Thanks
Laurent Monza

Laurent,
You can implement the BADI COM_PARNTER_BADI and one of the methods
DETERMINATION_ADD_IN
Then you create a new access sequence that uses the exit as the source and assigned that to your partner determination procedure.
Good luck,
Stephen

Short dump during choose of Contact Person for Opportunity

Hello CRM Gurus,
we are going to implement CRM also in another Sales Organization. We have created a special Role for this Users with the Authorization Objects:
- CRM Order - Allowed Organ. Units - CRM_ORD_OE
Activity                       01, 02, 03
Distribution Channel           *
Sales Group                    *
Sales Office                   *
Sales Organization             O 50001434
Service Organization           *
- CRM Order - Allowed Organ. Units - CRM_ORD_OP
Activity                       02, 03
Partner Function               *
Partner Function Category      *
So the User can create or generate, change, display Opportunities which are created within their Sales Organization and change, display Opportunities where this User is part of the Sales Team.
When I create now a Opportunity and choose a Sales Prospect of another Sales Organization I get a shortdump. If I save the Opportunity before I can enter the Sales Prospect of the other Sales Organization.
Steps for reconstruction:
Logon to the Portal
Navigate to Aquisition -> Opportunities
Click on "Create ..."
Choose "Opportunity"
Enter "Test" in Description
a) With Shortdump:
Enter "Riedl El*" into the Field Sales Prospect, press enter
A popup "Partner available for selection" appears. In the Background
you will see "You have no authorization to execute action Edit"
When you click now "Choose" you will get:
Error message: The current application triggered a termination with a
short dump. ( type of termination: RABAX_STATE )
b) Without:
Save the Opportunity
Enter "Riedl El*" into the Field Sales Prospect and press enter.
A popup "Partner available for selection" will appear because the
Document was already saved and the Contact Partner search does not work
with a saved document. But that is another story.
No Shortdump will occur.
Best Regards
Gregor Wolf

Hi Everybody,
the Short dump problem is solved by SAP Note 797483. But OSS is still working on the authorization problem.
Regards
Gregor

Associate a contact to an opportunity before saving it.

Hello
Does anyone have a work around?
I must have a contact related to an opportunity. But I cannot make the field required because it is read only by default, the only way is to associate trough the related information contact layout but sometimes my users forgot to add it. And this is not useful for my business process.
Kind Regards Catalina Valadez

You may be able to use KeyConactId field in field validation to meet your requirement.
Refer this thread for more details
Re: Opportunity must have Contact

Text Determination at Opportunity creation dependent to the Sales Orga

Hello experts,
we try to define a text determination for opportunities dependent to the sales organisation. That means we have a text type calles e.g. "Sales Orga TEXT". In an opportunity at creation time, the user's sales orga will be determined for the opp. Dependent to this sales orga we want to determine different content for the text type "Sales Orga TEXT".
I've created a function module for this issue. I don't know how i can get the sales orga of an opp at creation time. Is there a structure which is available at this time? Or how can I get this info?
Somebody any ideas?
Thanks
Abbas

Use function module CRM_ORDER_READ and get the organization details from the output structures for ORG ET_ORGMAN or more so use the function module CRM_ORGMAN_READ_OW and get the org details.
You need the header guid of the transaction.

PDP determination for opportunity transaction

Dear Experts,
Hope all are doing good.
I have a Requirement like,
Need to trigger a bill-to-party in the opportunity transaction only based on BP relationships(Access sequences-Source) using Partner determination procedure(PDP).
I tried by taking,
Access sequence--> source=BP relationships and Partner function=Sold-to-party
And in PDP I used the same access sequence and maintained Bill-to-party as partner function. Finally assigned to Opportunity transaction.
Maintained BP relationships for STP and BTP before creating a opportunity transaction but still PDP doesn't worked.
As opportunity document having "Prospect" by nature, Is Prospect behaves as all the BP roles(If I enter STP)?.
Anyone please help me here, what are the exact Access sequences(source & partner function) and PDP determination i have to Use to get sorout this?.
Many Thanks,
Venkat

Hi Venkatadri,
I tried myself a couple of minutes before. It is working for me. I entered a sold to party in the "Prospects partner function" and Bill to party relationship was already maintained with Sold to party.
Please check the "Procedure User" assignment of opportunity under Partner determination procedure in Dialog Structure.
Keep the value "1" Minimum occurrence in the partner function "Bill to Party" in Partner determination Procedure.
Please check and let me know the result.
Thanks & regards,
Dinesh.

Report on # of contacts on an opportunity

Hi guys,
I have requirement on one of my projects .
It needs me to build a report on no. of contacts that are added to and activity .
When I pull up a report on Activity History and have the Activity ID , Contact Id columns together , the report only pulls up the activity Id and it primary contact in any case .
Is there a way I can get all the related contacts on the Activity.
I am really struggling with this , and might have to turn to java script to update a field when a new contact is added.
Is there a way we can have a field on Activity which will store the no of related contacts ?
I couldn't find a way to do this can any provide me such a script or tell me what I am missing in reports .
I'd be really great full.
Thanks,

Thanks for a quick reply and confirming that.
I haven't written any scripts in crm ondemand before , can you point me to a forum or a blog where they shared such a code , or basics on what can be done by using a java script in a web applet.
Any starting material on using scripts in on demand would be amazing .
Thanks,

Setting Opportunity Access and Contact Access to null in Account Team

Hi,
We can set the the Opportunity Access and Contact Access to blank/null manually in the application but is it possible to set these to blank using import?
Thanks,
Teena

Hi,
Thanks for the reply. We have tried updating a record through Account Team > Import > Overwrite Existing Records where the Contact Access and Opportunity Access fields were blank. The import was successfull but the fields were not updated, they are still set to Full access. We used the Account EUID in the import file.
Regards,
Teena

Import Opportunity Partners data reporting non-primary contact relationship

I currently have three contacts related to each opportunity, but only the primary can be reported in OnDemand. It looks to me like I can use Opportunity Partners to accomplish the reporting of contacts related to the opportunities by linking the contacts in the opportunity partner area.
Anyone have experience with this problem and/or this solution?
My other problem is that Oracle says that Opportunity Partner data can not be imported, but I am guessing that someone knows how to do that in some way. maybe using web services??
thanks

Hi Mike,
You may want to try posting your question regarding CRM On Demand's reporting capabilities to the Analytics forum: CRM On Demand Analytics and Reports
Regarding your second question, WS can be used to associate Partner records as well as Contact records to an Opportunity.
Thanks,
Sean

Help with converting a lead to a contact and opportunity

How does one convert a lead to an opportunity. Please Help.

It dependes how and where do you want this.
Web services Integration - Query the Opportunity details and create a new Contact by using opportunity details
OD configuration - you can use a web link and URL mash up to do this
Dinesh

Contact Determination in opportunity

Similar Messages

Maybe you are looking for