How to create an opportunity

Hi,
How can I create an opportunity?
Can anyone please provide step-by-step process or sample code?
Actually I need to learn Opportunity Management.
Thanks,
Anup Garg

Hi,
I need to create some opportunities at CRM 5.2 for practicing.
It is related to Opportunity Management Creation.
Is there any transaction code it?
Opportunity Management
Opportunity Management creates a framework for pursuing sales projects from the start, and as they progress, and provides the basis for a target-oriented analysis and optimization of your sales processes.
Thanks,
Anup Garg

Similar Messages

How to create lead follow up opportunity....

Hello,
How to create lead follow up opportunity automatically... Also my clients need is when we change the status of Lead from Open or In-Process or Won to Completed then an automatic email should go to the employee responsible in the lead.
Please help me in this.... I tried doing this by creating Action profile & assigning that action profile to transaction type but didn't get the expected result.
I would really appreciate some one help on this.... Please describe it in steps for automatic Opportunity creation & also for email.
Thanks,
Ajeet

Using action is correct approach. You just have to configure action properly. For follow-up use in action 'method call' and use method 'copy_document' and as parameter specify transaction type that you want to be created as follow-up.
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How to link CRM opportunity to R/3 projects through object relationship

Hello everyone,
i have this new development to link CRM opportunity with R/3 projects ( table PROJ ). as user creates the opportunity in CRM in relationships tab he should be able to see the R/3 projects as part of search help when he select create relationship -> projects. i have manged to get the project data from R/3 to CRM through middleware and search help is also showing list of all the projects. problems arises when i try to save the relationship by pressing save button. it gives me error messsage that
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Sudhir Grover

Dear Sudhir,
I have search this help portal a lot to find the solution for my need that,
Present I am working for a project where the same requirement that what you had in one of your project and did successfully. Let me explain about it,
Opportunities will be created in CRM and Projects will be created out side CRM (Project systems) now I have to link this projects information to the corresponding opportunities in CRM.
For this, I was knew we have to set up "Object relationship profile" that is it.
But once I red this thread theoretically I got confidence, the requirement can be achieved by following your way, but here I have the below doubts
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How to create a hyperlink on a pop up window?

Hi,
How to create a hyperlink on a pop up window?
The pop up window appears on right click in a transaction.
Thanks in advance,
Regards,
Varun

Hi Varun,
While in transaction CRMD_BUS2000111 -> Opportunity -> select any -> partner tab, when I right click I get a standard pop up.
I want to introduce my hyperlink in that standard pop up.
you should have mentioned that earlier, that's the most complex part!
This is called a contextual menu (for more information, read [SAP Library: Context Menus|http://help.sap.com/saphelp_nw70/helpdata/en/94/c4a6377cc0c92ce10000009b38f8cf/frameset.htm ]).
Adding a menu item (that is not called an hyperlink, or is there something I didn't understand?) there is probably a modification of the standard. Either modifying the ABAP, or adding it to a GUI status of type "contextual menu".
There are number of demo programs, like DEMO_DYNPRO_CONTEXT_MENU, CTMENU_BUILD, CTMENU_DYNPRO...
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How to create Oppertunity doc automatically after lead in CRM SALES

Hi,
how to create oppertunity doc automatically after creating lead in crm sales
Thanks7regards
kishor kumar

Hi Kishore,
Create SAP Business Workflow for Opportunity from Lead
Use
A lead is a business transaction that describes, stores, updates, and manages the potential business interests of a business partner, and the interactions based on this over a period of time. The goal is to provide the "sales" area with the information gained in the lead, in order that it can be used as a basis for deciding whether to create an opportunity.
The information gathered in the lead is transferred to the "sales" area via the workflow "create opportunity from lead".
In the workflow, you decide whether the opportunity is generated manually or automatically.
If the lead-specific attributes Priority and Lead group fulfill specific criteria, the workflow automatically generates an opportunity. Otherwise, the workflow sends a work item to the sales employee responsible, for manual creation. Once he has checked the data in the lead, the sales employee can either reject this lead or create an opportunity from it.
The workflow is automatically started when the lead is saved.
The sales representative entered in the lead is first taken as the sales employee whose task it is to create the opportunity based on the information in the lead. This person can be determined using partner determination in CRM, depending on the prospect in the lead, and can, for example, be a manager of a sales area. If no sales representative is entered, the workflow takes an organizational unit assigned in the workflow template, and sends the work item to all users assigned to the organizational unit.
Prerequisites
u2022     The type linkage for the start events AttributeChanged and SetErrorFree for the workflow WS10001011 are deactivated as a standard procedure, and, if you wish to start the workflow template, they have to be activated again in Customizing. The workflow task processors must also be maintained. In Customizing, choose Customer Relationship Management  Basic Functions SAP Business Workflow  Perform Task-Specific Customizing.
u2022     The workflow template uses the user statuses SAAC (accepted by sales) and SARE (rejected by sales) of the status profile CRMLEAD. If you have defined several user statuses, the data flow for task TS10008154 (set status) must be adapted accordingly.
u2022     When the opportunity is created, the workflow template uses the opportunity transaction type OPPT. If you have defined several transaction types for the opportunity, the data flow for task TS10008151 (create opportunity) must be adapted accordingly.
u2022     If the sales employee rejects the lead, the workflow resets the qualification level to value 02 (warm). If you have specified your own qualification levels in Customizing, you need to adapt the data flow for task TS10007918 (change qualification level) accordingly.
Process of Workflow WS10001011 (create opportunity from lead)
The workflow "create opportunity from lead" is started when a lead is saved with qualification level Hot and status Error-free. The system uses the lead-specific attributes Priority and Lead group to check whether an opportunity can be automatically created, or a sales employee first needs to decide. If the sales employee decides that an opportunity can be created, the lead status is set to "accepted by sales", and an opportunity is created in the background. If necessary, this is forwarded to the sales employee to check. If the sales employee rejects the lead, the lead status is set to "rejected by sales", and the initiator is informed by mail.
The workflow is ended if no opportunity is created and
o     the lead is deleted or
o     the qualification level of the lead is changed to a value other than Hot or
o     the status of the lead is changed to a value other than Error-free.
Path for the workflow:
==> SPRO
==> Customer Relationship Management
==> Basic Functions
==> SAP Business Workflow
==> Perform Task-Specific Customizing
Select the Application Componenet Abbrevation as CRM and expand
Select CRM-BTX and expand
Select CRM-BTX-LEA and click on Activate event linking and acivate workflow WS 10001011
It may helps you
Regards
Narayana

How to create purchase order in CRM

Hi All,
Anybody please tell me how to create PO in CRM?
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Anurag

Hi Anurag,
In CRM, there are Lead, Opportunity, Inquiry, Quotation and Order.
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FM to create an opportunity

Hi All
I wanted to know if there is any FM to create an opportunity? If so which one is it?
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Thanks and regards
Preeti Viswanath

Hi Joaquin
Thanks for your reply.
I think with that only the header details can be populated. I need it for the item level details as well for the creation. Is there any other FM also needs to be called?
Thanks and regards
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Hello nice people,
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<<< The only way to do this is with JS. You can use jQuery's .load() method
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How to Create the Custom print Quote Report ?

Hi All,
I want to create the custom Print Quote report . I know the below details and referred the below metalinks .
Note: 780722.1 - How to Create a Custom Print Quote Template in Oracle Quoting ?
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=780722.1
Note: 392728.1 - How to Modify the data source for the XML version of the Print Quote report
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=392728.1
Note: 468982.1 - How To Customize The Asoprint.Xsl
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=468982.1.
Oracle Metalink:
Note: To add a column to the print quote report, following files need to be updated:
LinesVO.xml --- xml files containing the sql query and attribute definition
LinesVORowImpl.class - public class extending the framework class OAViewRowImpl.
This class contains the set and get for the attributes defined in xml file.
ASOPRINT.xsl - this is the xsl stylesheet file used to describe the report layout.
This file needs to be modified to include the new column being added to the report
QUESTION :
My question is,
1. wether my approach (below iare the details)of trying to extend the PromptVO is the right way or is there any other way to add the new columns.
I want to add new fields on to the report . When i looked into the it says the below
Here we find that to add a new column, oracle says to update the LINESVO.xml, do they really mean to update the base files.
This report uses following VO's
PROMPTVO
HEADERVO,
LINESVO.
To create new Headers & Prompts, i tried extending the PROMPTVO. Once the extended VO is substitued , i dont even get the data for standard oracle Prompts. is this the right way to add columns?
Thanks

Hi All,
I want to create the custom Print Quote report . I know the below details and referred the below metalinks .
Note: 780722.1 - How to Create a Custom Print Quote Template in Oracle Quoting ?
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=780722.1
Note: 392728.1 - How to Modify the data source for the XML version of the Print Quote report
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=392728.1
Note: 468982.1 - How To Customize The Asoprint.Xsl
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=468982.1.
Oracle Metalink:
Note: To add a column to the print quote report, following files need to be updated:
LinesVO.xml --- xml files containing the sql query and attribute definition
LinesVORowImpl.class - public class extending the framework class OAViewRowImpl.
This class contains the set and get for the attributes defined in xml file.
ASOPRINT.xsl - this is the xsl stylesheet file used to describe the report layout.
This file needs to be modified to include the new column being added to the report
QUESTION :
My question is,
1. wether my approach (below iare the details)of trying to extend the PromptVO is the right way or is there any other way to add the new columns.
I want to add new fields on to the report . When i looked into the it says the below
Here we find that to add a new column, oracle says to update the LINESVO.xml, do they really mean to update the base files.
This report uses following VO's
PROMPTVO
HEADERVO,
LINESVO.
To create new Headers & Prompts, i tried extending the PROMPTVO. Once the extended VO is substitued , i dont even get the data for standard oracle Prompts. is this the right way to add columns?
Thanks

How to create a report based on a DataSet programatically

I'm working on a CR 2008 Add-in.
Usage of this add-in is: Let the user choose from a list of predefined datasets, and create a totally empty report with this dataset attached to is. So the user can create a report based on this dataset.
I have a dataset in memory, and want to create a new report in cr2008.
The new report is a blank report (with no connection information).
If I set the ReportDocument.SetDataSource(Dataset dataSet) property, I get the error:
The report has no tables.
So I must programmatically define the table definition in my blank report.
I found the following article: https://boc.sdn.sap.com/node/869, and came up with something like this:
internal class NewReportWorker : Worker
      public NewReportWorker(string reportFileName)
         : base(reportFileName)
public override void Process()
         DatabaseController databaseController = ClientDoc.DatabaseController;
         Table table = new Table();
         string tabelName = "Table140";
         table.Name = tabelName;
         table.Alias = tabelName;
         table.QualifiedName = tabelName;
         table.Description = tabelName;
         var fields = new Fields();
         var dbField = new DBField();
         var fieldName = "ID";
         dbField.Description = fieldName;
         dbField.HeadingText = fieldName;
         dbField.Name = fieldName;
         dbField.Type = CrFieldValueTypeEnum.crFieldValueTypeInt64sField;
         fields.Add(dbField);
         dbField = new DBField();
         fieldName = "IDLEGITIMATIEBEWIJS";
         dbField.Description = fieldName;
         dbField.HeadingText = fieldName;
         dbField.Name = fieldName;
         dbField.Type = CrFieldValueTypeEnum.crFieldValueTypeInt64sField;
         fields.Add(dbField);
         // More code for more tables to add.
         table.DataFields = fields;
         //CrystalDecisions.ReportAppServer.DataDefModel.ConnectionInfo info =
         //   new CrystalDecisions.ReportAppServer.DataDefModel.ConnectionInfo();
         //info.Attributes.Add("Databse DLL", "xxx.dll");
         //table.ConnectionInfo = info;
         // Here an error occurs.
         databaseController.AddTable(table, null);
         ReportDoc.SetDataSource( [MyFilledDataSet] );
         //object path = @"d:\logfiles\";
         //ClientDoc.SaveAs("test.rpt", ref path, 0);
The object ClientDoc referes to a ISCDReportClientDocument in a base class:
   internal abstract class Worker
      private ReportDocument _ReportDoc;
      private ISCDReportClientDocument _ClientDoc;
      private string _ReportFileName;
      public Worker(string reportFileName)
         _ReportFileName = reportFileName;
         _ReportDoc = new ReportDocument();
         // Load the report from file path passed by the designer.
         _ReportDoc.Load(reportFileName);
         // Create a RAS Document through In-Proc RAS through the RPTDoc.
         _ClientDoc = _ReportDoc.ReportClientDocument;
      public string ReportFileName
         get
            return _ReportFileName;
      public ReportDocument ReportDoc
         get
            return _ReportDoc;
      public ISCDReportClientDocument ClientDoc
         get
            return _ClientDoc;
But I get an "Unspecified error" on the line databaseController.AddTable(table, null);
What am i doing wrong? Or is there another way to create a new report based on a DataSet in C# code?

Hi,
Have a look at the snippet code below written for version 9 that you might accommodate to CR 2008, it demonstrates how to create a report based on a DataSet programmatically.
//=========================================================================
+           * the following two string values can be modified to reflect your system+
+          ************************************************************************************************/+
+          string mdb_path = "C:
program files
crystal decisions
crystal reports 9
samples
en
databases
xtreme.mdb";    // path to xtreme.mdb file+
+          string xsd_path = "C:
Crystal
rasnet
ras9_csharp_win_datasetreport
customer.xsd"; // path to customer schema file+
+          // Dataset+
+          OleDbConnection m_connection;                         // ado.net connection+
+          OleDbDataAdapter m_adapter;                              // ado.net adapter+
+          System.Data.DataSet m_dataset;                         // ado.net dataset+
+          // CR variables+
+          ReportClientDocument m_crReportDocument;          // report client document+
+          Field m_crFieldCustomer;+
+          Field m_crFieldCountry;+
+          void CreateData()+
+          {+
+               // Create OLEDB connection+
+               m_connection = new OleDbConnection();+
+               m_connection.ConnectionString = "Provider=Microsoft.Jet.OLEDB.4.0;Data Source=" + mdb_path;+
+               // Create Data Adapter+
+               m_adapter = new OleDbDataAdapter("select * from Customer where Country='Canada'", m_connection);+
+               // create dataset and fill+
+               m_dataset = new System.Data.DataSet();+
+               m_adapter.Fill(m_dataset, "Customer");+
+               // create a schema file+
+               m_dataset.WriteXmlSchema(xsd_path);+
+          }+
+          // Adds a DataSource using dataset. Since this does not require intermediate schema file, this method+
+          // will work in a distributed environment where you have IIS box on server A and RAS Server on server B.+
+          void AddDataSourceUsingDataSet(+
+               ReportClientDocument rcDoc,          // report client document+
+               System.Data.DataSet data)          // dataset+
+          {+
+               // add a datasource+
+               DataSetConverter.AddDataSource(rcDoc, data);+
+          }+
+          // Adds a DataSource using a physical schema file. This method require you to have schema file in RAS Server+
+          // box (NOT ON SDK BOX). In distributed environment where you have IIS on server A and RAS on server B,+
+          // and you execute CreateData above, schema file is created in IIS box, and this method will fail, because+
+          // RAS server cannot see that schema file on its local machine. In such environment, you must use method+
+          // above.+
+          void AddDataSourceUsingSchemaFile(+
+               ReportClientDocument rcDoc,          // report client document+
+               string schema_file_name,          // xml schema file location+
+               string table_name,                    // table to be added+
+               System.Data.DataSet data)          // dataset+
+          {+
+               PropertyBag crLogonInfo;               // logon info+
+               PropertyBag crAttributes;               // logon attributes+
+               ConnectionInfo crConnectionInfo;     // connection info+
+               CrystalDecisions.ReportAppServer.DataDefModel.Table crTable;+
+               // database table+
+               // create logon property+
+               crLogonInfo = new PropertyBag();+
+               crLogonInfo["XML File Path"] = schema_file_name;+
+               // create logon attributes+
+               crAttributes = new PropertyBag();+
+               crAttributes["Database DLL"] = "crdb_adoplus.dll";+
+               crAttributes["QE_DatabaseType"] = "ADO.NET (XML)";+
+               crAttributes["QE_ServerDescription"] = "NewDataSet";+
+               crAttributes["QE_SQLDB"] = true;+
+               crAttributes["QE_LogonProperties"] = crLogonInfo;+
+               // create connection info+
+               crConnectionInfo = new ConnectionInfo();+
+               crConnectionInfo.Kind = CrConnectionInfoKindEnum.crConnectionInfoKindCRQE;+
+               crConnectionInfo.Attributes = crAttributes;+
+               // create a table+
+               crTable = new CrystalDecisions.ReportAppServer.DataDefModel.Table();+
+               crTable.ConnectionInfo = crConnectionInfo;+
+               crTable.Name = table_name;+
+               crTable.Alias = table_name;+
+               // add a table+
+               rcDoc.DatabaseController.AddTable(crTable, null);+
+               // pass dataset+
+               rcDoc.DatabaseController.SetDataSource(DataSetConverter.Convert(data), table_name, table_name);+
+          }+
+          void CreateReport()+
+          {+
+               int iField;+
+               // create ado.net dataset+
+               CreateData();+
+               // create report client document+
+               m_crReportDocument = new ReportClientDocument();+
+               m_crReportDocument.ReportAppServer = "127.0.0.1";+
+               // new report document+
+               m_crReportDocument.New();+
+               // add a datasource using a schema file+
+               // note that if you have distributed environment, you should use AddDataSourceUsingDataSet method instead.+
+               // for more information, refer to comments on these methods.+
+               AddDataSourceUsingSchemaFile(m_crReportDocument, xsd_path, "Customer", m_dataset);+
+                              +
+               // get Customer Name and Country fields+
+               iField = m_crReportDocument.Database.Tables[0].DataFields.Find("Customer Name", CrFieldDisplayNameTypeEnum.crFieldDisplayNameName, CeLocale.ceLocaleUserDefault);+
+               m_crFieldCustomer = (Field)m_crReportDocument.Database.Tables[0].DataFields[iField];+
+               iField = m_crReportDocument.Database.Tables[0].DataFields.Find("Country", CrFieldDisplayNameTypeEnum.crFieldDisplayNameName, CeLocale.ceLocaleUserDefault);+
+               m_crFieldCountry = (Field)m_crReportDocument.Database.Tables[0].DataFields[iField];+
+               // add Customer Name and Country fields+
+               m_crReportDocument.DataDefController.ResultFieldController.Add(-1, m_crFieldCustomer);+
+               m_crReportDocument.DataDefController.ResultFieldController.Add(-1, m_crFieldCountry);+
+               // view report+
+               crystalReportViewer1.ReportSource = m_crReportDocument;+
+          }+
+          public Form1()+
+          {+
+               //+
+               // Required for Windows Form Designer support+
+               //+
+               InitializeComponent();+
+               // Create Report+
+               CreateReport();+
+               //+
+               // TODO: Add any constructor code after InitializeComponent call+
+               //+
+          }+//=========================================================================

How to create a group calendar?

Hello,
i am sorry but this is one more question on wiki-group-calendars.
*In short:*
I am not able to create a group calendar with the wiki frontend. the calendar that is created with a wiki is owned by the admin of the wiki. So it is always a personal calendar that cannot be shared in iCal.
LONG:
I want to create a group calendar that is viewed and edited through iCal.app and the web service. Apple´s "wiki deployment" guide says on page 57:
+"The web calendar allows you to easily schedule events for yourself or your group. ...+
+There are *two types of web calendars: personal and group*. You can send and receive event invitations through the personal calendar but not through the group calendar. Also, *while anyone in a group can create or edit events in a group calendar*, you can edit only events in your own personal calendar or event invitations you send to other people.+
+The web calendar uses iCal Server to store events and invitations. ..."+
But there is not mentioned how to create a group calendar. The calendar created with the wiki web-frontend belongs to the admin of that particular wiki. This is why the calendar data ist stored in folder named with the UUID of the wiki admin. Also the alias "http://server.fqdn:8008/principals/groups/mygroupname/" which i provided in iCal turns into ..._uids_UUID-of-the-wiki-admin and only the wiki-admin can access this calendar in iCal.app.
My research on this topic reveals that there were in issue that should be resolved in 10.6.4 (that is running on our Server). So, again, how to create a group calendar?
Thanks, Philipp.
10.6.4 OSX Server
10.6.x Clients

farmer tan wrote:
you need to go to the wiki page and add the wiki's there and then in the setting of the wiki is where you set permissions and services such as calendar, blog, and podcast you can also set all permissions for the wiki in the settings tab
fyi none of my groups were available unless i logged into the wiki as the Directory Admin not Server Admin
migrated from 10.5.7 to 10.6
Message was edited by: farmer tan
Could you be more specific farmer tan, please?
You said "you need to go to the wiki page and add the wiki's there...." What is the "wiki page" you mention? Is that some place I go to via the browser or the Server Admin tool?
I went to http://ical.mysite.com/ical/ and logged in as the Directory Administrator but didn't see anything resembling what you described.
Thanks in advance for any help you can provide.

How to create i view in visual composer give details screenshots

how to create i view in visual composer give details screenshots

Hi,
Go through these threads
VisualComposer
http://help.sap.com/bp_epv170/EP_US/HTML/Executive_Cockpit.htm
https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/1752b737-0401-0010-0ba3-87c3eda8c6ce
https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/e019d290-0201-0010-f186-8630a949800a
https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/30987099-a74c-2a10-70b5-a2751ce79359
http://help.sap.com/saphelp_nw04/helpdata/en/fd/4a7e40417c6d1de10000000a1550b0/content.htm
Tarak
https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/00b9ba6d-1291-2a10-208d-bd27544e7939

How to create a variant to a maintenance view (trans: SM31)

Hi gurus.
I have created a maintenance view (called z_jest). By running it from SM31 there is a variant option. However, I am not able to create the variant which I want to filter a selection upon in this transaction.
I have even looked into transaction SE54 and created a variant for the maintenance table view there( called z_jestv). Then going back to transaction SM31 and view z_jest, i push 'Variant' radiobutton and type as variant: 'z_jestv', I only get the message: "Variant z_jestv for object z_jest does not exist".
Can anybody please advice on how to create and/or connect the variant to the maintenance view?
Regards LL.

Hi Mahalakshmi
Thanks for reply.
When I look into the procedure, there is a prerequisite: "The basis dialog for which the maintenance variant is created already exists."
I am a little bit unsertain if I miss this 'Basic dialog'. Can you please advice on how to check / create this 'basic dialog' before I go on to create the variant. (I need this 'basic dialog' as input in the procedure you sent.)
(Note: I have already created a 'maintenance dialog' for the view, but I have a feeling, that is something different...)

How to create transaction for a maintenance view, Thank you.

How to create transaction for a maintenance view,
Thank you.
deniz...

Hi Deniz,
Go to se93.
Then create the new T.code.
Under that select parameter Transaction.
Then give the sm30 in the t.code in default values tab.
check the checkbox skip initial screen.
in classification tab.
click checkbox inherit gui attributes..
Now below..
In the default values..
select
viewname and give ur table name.
UPDATE= Xsave
view - table name ( Should be upper case
update X ( should be upper case).
http://www.sap-basis-abap.com/sapbs011.htm
Hope this helps you.
Regards,
Viveks

How to create a query view in sap bw?

can any one please tell me how to create a query view in sap bw 3.5?

Hi,
you can do this by using Bex analyzer and WAD ..
gop through this link ..
http://help.sap.com/saphelp_nw70/helpdata/en/0e/1339427f82b26be10000000a155106/content.htm
http://help.sap.com/saphelp_nw70/helpdata/en/0d/af12403dbedd5fe10000000a155106/frameset.htm
hope this helps you ..
Reagrds,
shikha

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