Last stages of Sales Opportunity in XL reporter
Hi all!
I would like to print last stage of Sale opportunity in Xl reporter. NOw, i only show all all stages in report but i want only last satges.
Could you help me!
Thanks!
Hi
Please take the stages in the Parameter. so that you can take the report as per the stages
Hope it help
Ashish Gupte
Similar Messages
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Stored procesdure for UDT linked to UDF in Stage of Sales Opportunity
Dear All,
I have an User Defined Table named 'process' in Sales Opportunity Row Stage Tab with some values as 1.1, 1.2,1.3,1.4,1.5,1.6,1.7,1.8,1.9,2.0 so on which is connected to a user defined field named 'Reasons'.
Now the user does the sales opportunity entry and in the stage tab selects the process e.g 1.5 in the user defined field. Now I suppose 1.5 has a reason name of lost to others. Now I want to add a stored procedure that if the user selects lost in the Sales Opportunity summary tab and he has not selected the reason which is between 1.5 to 1.9 ( means lost reasons ) the sales opportunity should not get saved. An error message should show as please select proper reason.
Can it be achived through SP. I think we can do it but cannot make the SP could you please guide and help me to resolve this issue..
Appreciate your quick and positive response.
Regards,
KamleshHi,
I am trying to make the SP for cross checking the Lost reason if it is not put which are between 6.0 to 7.0 when the user selects lost in the summary tab but I am getting an error while executing the SP as - Msg 102, Level 15, State 1, Procedure SBO_SP_TransactionNotification, Line 243 Incorrect syntax near '='.
Note the followings :
In the OPR1 row I have a udf named U_Status
My SP is as under :
IF @transaction_type IN (N'U') AND @object_type = '97'
begin
if exists (SELECT * FROM [dbo].[opor] T0 INNER JOIN [dbo].[opr1] T1 ON T0.OpprId = T1.OpprId where T0.Name ='MACHINE' and T0.Status ='L' and T1 (U_status ='0' or U_Status ='1.1' or U_Status ='1.2' or U_Status ='1.3' or U_Status ='1.4' or U_Status ='1.5' or U_Status ='1.6' or U_Status ='1.7' or U_Status ='1.8' or U_Status ='1.9' or U_Status ='2.1' or U_Status ='2.2' or U_Status ='3.1' or U_Status ='3.2' or U_Status ='3.3' or U_Status ='3.4' or U_Status ='4' or U_Status ='4.1' or U_Status ='4.2' or U_Status ='4.3' or U_Status ='5' or U_Status ='5.1' or U_Status ='5.2' or U_Status ='5.3' or U_Status ='5.4' or U_Status ='5.5' or U_Status ='5.6')and T0.opprid =@list_of_cols_val_tab_del)
begin
SELECT @error = 10, @error_message = N' Please put proper reasons for Losing the Opportunity'
end
end
Would be obliged if you can throw some light in it.
regards,
kamlesh -
Query to report no. of days at stage 1 sales opportunity
I want to write query which returns list of Sales opportunities between 2 inut dates - result must include number of days between date of stage 1 (enquiry stage) and date of Stage 2 (quotation stage)
Is this possible using DateDiff() function? How can I get date of stages?
KarenHi Andrew,
Try to use the below query for your further modification
SELECT T1.[OpprId], T1.[Name], T0.[OpenDate], T0.[CloseDate],
datediff(dd,T0.[OpenDate],T0.[CloseDate]),
T2.[Descript] FROM OPR1 T0 INNER JOIN OOPR T1 ON T0.OpprId = T1.OpprId INNER JOIN OOST T2 ON T0.Step_Id = T2.Num -
Sales Opportunity Stage Tab - Want last updated row details in query
Dear Experts,
I have a query as under :
SELECT T1.Name, T1.OpprId, T1.OpenDate, T0.Step_Id, T0.Line, T0.OpprId, T0.U_status, T2.Name FROM OPR1 T0 INNER JOIN OOPR T1 ON T0.OpprId = T1.OpprId INNER JOIN [dbo].[@STAGE] T2 ON T0.U_status = T2.Code WHERE T1.Name = 'ORDER'
Now I want that this query should give me the last row detail in the Stage TAb of Sales opportunity. Now this query is giving me every row stage details which are put in the Stage Tab. For example in the Stage Tab of Sales Opportunity there are 4 rows of Stages, its giving me all the 4 row stages in the query. I want that only the last stage should be displayed in the query may be it's on 2 second stage or 3 rd ot 4 th. I want only last stage to be shown.
Please advise what I need to do for the above query.
Regards,
KamleshHi All,
I have been working in a query to generate the last stage details in the query but still not able to resolve it.
SELECT T0.Status,T0.OpprId, max(T1.Line) 'Stage',T0.OpenDate, T0.CardCode, T0.CardName, T0.Territory, T0.CloPrcnt,T1.OpprId, T1.Line, T1.OpenDate, max(T1.OpenDate) 'Open Date',T1.CloseDate, T1.Step_Id,T2.descript, T3.Name, T0.MaxSumLoc, T4.U_swl, T0.MaxSumSys, T0.U_eqno, T0.MaxSumLoc, T4.U_partno, T4.U_desc, T4.U_unit, T4.U_amt, T4.U_qty, T4.U_amt, T4.U_span FROM OOPR T0 INNER JOIN OPR1 T1 ON T0.OpprId = T1.OpprId INNER JOIN OTER T2 ON T0.Territory = T2.territryID INNER JOIN [dbo].[@STAGE] T3 ON T1.U_status = T3.Code, [dbo].[@SALES_ENQ_ITEM] T4 WHERE T0.OpprId = T4.U_opprNo AND T0.Status = 'O' group by T0.Status,T0.OpprId, T0.OpenDate, T0.CardCode, T0.CardName, T0.Territory, T0.CloPrcnt,T1.OpprId, T1.Line, T1.OpenDate, T1.CloseDate, T1.Step_Id,T2.descript, T3.Name, T0.MaxSumLoc, T4.U_swl, T0.MaxSumSys, T0.U_eqno, T0.MaxSumLoc, T4.U_partno, T4.U_desc, T4.U_unit, T4.U_amt, T4.U_qty, T4.U_amt, T4.U_span
The above query is generating and giving me the Last Stage through max(T1.Line) 'Stage' field. But I want to have if any opportunity Number has 1,2,3 Stage then only Max should should which is 3 but in this query all 3 are showing.
As per Noratam ''There are other options by checking max of the start-date and stage-key fields of the sage table''.
I can use the Start Date which seems to be max(T1.OpenDate) 'Open Date' but how to give a formula or write a query by which only Max Date is selected as per the stage in the query.
I think I am not able to use the Max funtion properly. Please help what is wrong with it.
Can you please help in this regard.
Regards,
kamlesh
Edited by: Kamlesh Gupta on Mar 22, 2009 11:33 PM -
Adding Activity to Sales Opportunity stage
I'm trying to create a new activity using the DI API and link it to a certain Sales Opportunity stage.
I've been looking at the SalesOpportunities and SalesOpportunitiesLines objects to see if I could add an activity there, and I've looking at the Contacts object to see if I could set the SalesOpportunity (stage) there.
Neither seems to be possible.
Does anybody know how to link activities to sales opportunities?its object Contacts
there fill properties
DocType to 97
ParentobjectId and Parentobjecttype
I recommend to create one activity by hand through sbo and make select from OCLG table and check, what is tehre filled. -
Issue with saving sales stage in an opportunity record
We can not update the sales stage of an opportunity record to closed/won and save it. We are changing the status to a valid one. Is this a known issue in the new release? We upgraded recently to rel 15.
I would recommend contacting customer care on this issue.
-
Dear Experts,
How to generate Summary Sales Opportunities Reports with these field.
SR NO
CUSTOMER NAME
ACTUAL SALES VALUE
SALES OPPORTUNITY VALUE
%SALES ACHIEVED
% SALES LOST
1
ABC
100000
50000
10000
90000
Kindly provide some report related to these field.
Regards
AmolDear Rajesh,
Thanks for reply, I have some issue in query that Sales opportunity Value (Potential Amount) figure should comes from Sales Opportunity Module.
Start Date, Closing Date (Sales Opp Table), BP Customer Group Actual Sales Value (Sales Opportunity table Define UDF u_salestarget), SALES ACHIEVED amount OINV table , Sales lost Actual Sales Value - Sales Lost.
Previous query gives wrong figure.Kindly provide the same. -
Sales Opportunity - Sales Stage
Hi experts,
On the sales opportunity window, in the stages tab, the stages field has a Define New option. Is there a way to remove the Define New option. We do not want users to define their own stages.
Thanks!
JaneHi Jane,
Please use Additional Authorization Creator Window to restrict users from accessing User Tables.
Definition
Use this window to create and add a new permissions object for user-created forms.
To get here.. Admin.>System Init > Authorization > Additional Authorization Creator
In the Additional Authorization Creator window, enter an Authorization Id and Name, From the option dropdown Select the options you want.
To enter the FormID, Click Edit and enter the Form Number of the User defined table.
NOTE: To get the Form number open the user defined table and on the Status Bar at the bottom you can see the Form=xxxxx (number), in your case 733. Use this number. To view the form details on the status bar, please click View > System information on the Top Menu.
One you have entered the Form number click Update.
Now in the General Authorization Window you can see an additional entry on the right side window bottom called User Authorization clicking which you will see the Additional Authorization you created. Set this as No Authorization for the user for whom you don't want to give permission to define new. Hope this helps.
Thanks,
Joseph -
Approval on sales stages defined in sales opportunity
Hi Experts,
Is is possible to configure approvals on various sales stages defined in the sales opportunity?
Please suggest some solution or workaround.Can it be customized?
Thanks in advance
Regards,
Kanishka TyagiHi Kanishka.....
Please execute this SP.....
If @object_type='101' and @transaction_type IN ('A','U')
BEGIN
If Exists (Select T0.Num from OOST T0
Where T0.StepId is not null
And T0.Num = @list_of_cols_val_tab_del)
BEGIN
Select @error = -1,
@error_message = 'You can not enter Sales Stage'
End
End
Hope this will help you......
If you want it for a particular User then add one more condition for user signature.....
Regards,
Rahul -
Help Required for Open Sales opportunity query
Hi Experts
I need to create a query on Open Sales Opportunity where quotation has not been submitted. also all opportunities with respective sales quotation
How can i link Opr1 ( Stage), OOPR, oqut table.
Regards
RamanThanks Gordon ,
But this query is for all sales opportunity linked with Sale quotation. also it showing only last quotation .
In case in 1 sales opportunity i have 3 quotation how can it will manage toh show all quotations linked with one opportunity.
Regards
Raman -
Sales Opportunity number field
In Open Items report (Sales Orders) is it possible to have column displaying Sales opportunity number that the sales order was created from?
I have looked through form settings but cannot find this field?Hi Andrew.......
It is not possible to make any modification to the standard reports given by SAP. But you may have your own query report......
Regards,
Rahul -
Sales tax by state report in BI
Hi Gurus,
I have a requirement to design sales tax by state report in BI.
Could you pls suggest how i need to approach.
What is the standard datasource and standard DSO and cube.
Do we have any standard sales tax by state standard query in BI.
Regards
ParnithHi,
I am not sure i got your question correctly (as you have not provided lot of information, its a generic question), so my answer will be, you can use the Datasource 2LIS_13_VDITM, which has the field MWSBP(tax), which brings tax information to BW and the same datasource also has Division, Sales District ,Sales Office etc, which can be used to derive State and you can stage this data in a billing item DSO (go to RSA1-- Business Content--> Datasources (select 2LIS_13_VDITM) and change grouping to Dataflow after and you will information about staging this datasource in BW (DSO, Cubes etc ).
Cheers,
CK -
Add Sales Opportunity using DI API
Hello Friends,
I am trying to add Sales Opportunity using DI API.I want to set Potential amount using DI API So I set MaxLocalTotal but while compiling code its give error.Its Read only.
If I add without potential amount than its gives me error "Potetial Amout is missing"
What should I do??
My Code is
SAPbobsCOM.SalesOpportunities vSOpp;
vSOpp = (SAPbobsCOM.SalesOpportunities)globals1.oCompany.GetBusinessObject (SAPbobsCOM.BoObjectTypes.oSalesOpportunities);
vSOpp.CardCode = txtBPCode.Text;
if( txtCntctPerCode.Value!="")
vSOpp.ContactPerson = Convert.ToInt32(txtCntctPerCode.Value);
vSOpp.OpportunityName = txtOppName.Text;
vSOpp.SalesPerson = Convert.ToInt32(ddlSEmp.SelectedValue);
//vSOpp.WeightedSumLC = Convert.ToDouble(txtPotAmt.Text);
vSOpp.MaxLocalTotal = Convert.ToDouble(txtPotAmt.Text);
culture = new CultureInfo("en-US", true);
currentprovider = CultureInfo.CurrentCulture;
dt1 = DateTime.ParseExact(txtSDate.Text, "dd/MM/yyyy", culture);
vSOpp.StartDate = dt1;
if (vSOpp.Add() != 0)
//ResultMessage1.ShowFail("Failed to add a Activity");
globals1.oCompany.GetLastError(out nErr, out errMsg);
if (0 != nErr)
ResultMessage1.ShowFail(globals1.oCompany.GetLastErrorDescription());
globals1.oCompany.Disconnect();
return;
else
ResultMessage1.ShowSuccess("Activity added Successfully");
Please help me to solved this problem.
Thanks & Regards,
SwatiHi folks,
I'm facing the same problem. This issue concerns DI API of SAP Business One 8.8 (my version is SP 00 PL 11) in particular.
I've used the 2007 version so far and even though the MaxLocalTotal field in Sales Opportunity object is read-only, by writing the same value in the field with the same name on the last Opportunity Line I obtain the right value in the header.
In this version of the API, that field seems to be mandatory instead.
Does anyone have any suggestion? Thank you in advance. -
Dear Experts,
I do require a report in which we can compare last purchase vs sales price of same item.
Item Code, description, last purchase rate, last sales rate , Profit , %
1234 , furniture , 1500.00 , 1800.00 , 300.00 , 20%
I can find last purchase price from master data but couldn't find last sales price.
Any inputs will be highly appreciated.
Regards,
RaviHi,
Try this query:
SELECT case when T1.[ObjType] = 17 then 'OR' end as DocType,
T1.[DocNum], T0.[CardCode], T1.[DocDate], T2.[ItemCode], T2.[Dscription], T2.[Quantity], T2.[Price] FROM OCRD T0 INNER JOIN ORDR T1 ON T0.CardCode = T1.CardCode INNER JOIN RDR1 T2 ON T1.DocEntry = T2.DocEntry WHERE T2.[ItemCode] = [%0] and T0.[CardCode] = [%1] Group by T1.[DocNum], T0.[CardCode], T1.[DocDate], T2.[ItemCode], T2.[Dscription], T2.[Quantity], T2.[Price],T1.[ObjType]
union all
SELECT case when T1.[ObjType] = 15 then 'DN' end as DocType,T1.[DocNum], T0.[CardCode], T1.[DocDate], T2.[ItemCode], T2.[Dscription], T2.[Quantity], T2.[Price] FROM OCRD T0 INNER JOIN ODLN T1 ON T0.CardCode = T1.CardCode INNER JOIN DLN1 T2 ON T1.DocEntry = T2.DocEntry WHERE T2.[ItemCode] = [%0] and T0.[CardCode] = [%1] Group by T1.[DocNum], T0.[CardCode], T1.[DocDate], T2.[ItemCode], T2.[Dscription], T2.[Quantity], T2.[Price],T1.[ObjType]
union all
SELECT case when T1.[ObjType] = 23 then 'QT' end as DocType,
T1.[DocNum], T0.[CardCode], T1.[DocDate], T2.[ItemCode], T2.[Dscription], T2.[Quantity], T2.[Price] FROM OCRD T0 INNER JOIN OQUT T1 ON T0.CardCode = T1.CardCode INNER JOIN QUT1 T2 ON T1.DocEntry = T2.DocEntry WHERE T2.[ItemCode] = [%0] and T0.[CardCode] = [%1] Group by T1.[DocNum], T0.[CardCode], T1.[DocDate], T2.[ItemCode], T2.[Dscription], T2.[Quantity], T2.[Price],T1.[ObjType]
union all
SELECT case when T1.[ObjType] = 13 then 'AR' end as DocType,T1.[DocNum], T0.[CardCode], T1.[DocDate], T2.[ItemCode], T2.[Dscription], T2.[Quantity], T2.[Price] FROM OCRD T0 INNER JOIN OINV T1 ON T0.CardCode = T1.CardCode INNER JOIN INV1 T2 ON T1.DocEntry = T2.DocEntry WHERE T2.[ItemCode] = [%0] and T0.[CardCode] = [%1] Group by T1.[DocNum], T0.[CardCode], T1.[DocDate], T2.[ItemCode], T2.[Dscription], T2.[Quantity], T2.[Price],T1.[ObjType]
union all
SELECT case when T1.[ObjType] = 16 then 'SR' end as DocType,
T1.[DocNum], T0.[CardCode], T1.[DocDate], T2.[ItemCode], T2.[Dscription], T2.[Quantity], T2.[Price] FROM OCRD T0 INNER JOIN ORDN T1 ON T0.CardCode = T1.CardCode INNER JOIN RDN1 T2 ON T1.DocEntry = T2.DocEntry WHERE T2.[ItemCode] = [%0] and T0.[CardCode] = [%1] Group by T1.[DocNum], T0.[CardCode], T1.[DocDate], T2.[ItemCode], T2.[Dscription], T2.[Quantity], T2.[Price],T1.[ObjType]
union all
SELECT case when T1.[ObjType] = 14 then 'AR' end as DocType,
T1.[DocNum], T0.[CardCode], T1.[DocDate], T2.[ItemCode], T2.[Dscription], T2.[Quantity], T2.[Price] FROM OCRD T0 INNER JOIN ORIN T1 ON T0.CardCode = T1.CardCode INNER JOIN RIN1 T2 ON T1.DocEntry = T2.DocEntry WHERE T2.[ItemCode] = [%0] and T0.[CardCode] = [%1] Group by T1.[DocNum], T0.[CardCode], T1.[DocDate], T2.[ItemCode], T2.[Dscription], T2.[Quantity], T2.[Price],T1.[ObjType]
Thanks & Regards,
Nagarajan -
Error in add Sales Opportunity with DI API 8.8
Hi folks,
I have problems saving a Sales Opportunity by using DI API of SAP Business One 8.8 (my version is SP 00 PL 11).
I get an error like "10000700 - In 'Potential Amount' field, enter number greater than 0".
I noticed that the required field I'm trying to set, MaxLocalTotal, is read-only. I've used the 2007 version so far and even though that field is not writable, by writing the same value in the field with the same name on the last Opportunity Line I obtain the right value in the header. In this version of the API, that field seems to be mandatory instead.
Am I doing something wrong to set Potential Amount in the opportunity?
Does anyone have any suggestion? Thank you in advance.Not even one suggestion or advice? Any help is appreciated. Thanks.
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