LookupName Function and Sales Stage

Hi All,
I was wondering whether the LookupName function is possible with the Sales Stage field. I know this field is OOB and doesn't behave as a picklist but thought I would ask anyway.
I'll be writing a workflow and ideally I don't want to translate "Closed/Won" to multiple languages, e.g:
([<SalesStage>] = "Closed/Won" OR [<SalesStage>] = "Clôturée/Gagnée")
I would like to use something like:
LookupName("SALES_STAGE_FIELD", "Closed/Won")='Closed/Won'
I'm not sure what the name of the Sales Stage field would be either, any ideas if this is possible?
Thanks
Oli @ Innoveer
Edited by: Oliver @ Innoveer on 07-May-2009 03:07

Another thought I had was to trigger the worflow based on Sales Stage Id, but this doesn't seem to work. My trigger event would be "When modified record is saved" as it would need to trigger an email. However it doesn't seem to work, I assume this is because Sales Stage Id is assigned when the record is saved and after the workflow trigger evaluates the opportunity?
Any other ideas?
Edited by: Oliver @ Innoveer on 07-May-2009 03:47

Similar Messages

Pipeline snapshot Report and Sales Stage Change

How to identify the sales stage on the day when the Pipeline snap shot was taken.
Here is my scenario I have to build a pipeline snap shot for the last 3 months of all opportunities where sales stage on the day of the snapshot is not in say Sales Stage 'A' In the pipeline history report the opportunity section showcases the current sales stage and not the sales stage on the day when the snapshot was made.

Dear Praveen Kumar
Have you tried with VBAP where sale order details at item level would be stored.
Moreover, to my knowledge, there won't be any changes as for as pricing is concerned at sale order level but there is at billing level. Normally, any price increase / decrease would reflect in billing. So why dont you to table join through SQVI VBAP (for sale order details) and VBRP (for billing details) so that you can compare the selling price in sale order with billing.
Thanks
G. Lakshmipathi

Importing Opportunities and Sales Stage

Hi,
As part of our rolling out CRM to a new department we want to import some data from the current system that they use.
The problem is that in our current model we use the "# Days in Stage" analytic value for some of our reports and calculations. I assume any data imported today will show give a value of 1 to this field tomorrow. Is it possible to somehow populate/modify the audit trail (i think this is what that report uses) in our initial import to reflect the true days old value?
I know it would be easy to create some new field and use a Pre(salesstage)<>(salesstage) workflow to timestamp it, but we're trying to avoid customising too much.
Any help is appreciated. Thanks,
Alex

Hi,
I think this information is calculated and stored in the analytics database of CRMOD, @ the end of every day. There is a transformation / calculation process to pull the data from CRMOD and push to analytics DB end of every day. I don't think it comes from standard audit tables and as you know we don't have a direct way to access these analytics fields through other means. May be you have to think about other workarounds
Hope it helps
-- Venky CRMIT

Partners Function and sales order simulation

Hi,
I am using the BAPI: BAPI_SALESORDER_SIMULATE to simulate the sales order creation. Everything is working fine, except the partners determination.
Where should i get all the partners related to that sales order. I want to determine the same that we saw in Partners tab in VA01.
Can you help please? i already tested with the ORDER_PARTNERS table, but i didn't get the point. Could you please explain?
Thanks
Best regards

Hi,
Partner information is available in table CRMD_PARTNER.
It is linked to CRMD_ORDERADM_H via table CRMD_LINK
Best Regards,
Pratik Patel
<b>Reward with Points!</b>

Week-by-Week Sales Stage Reporting

Hi,
We're trying to have a week by week report where the Opportunities have a Sales Stage comparison by week. Ideally, we'd like two columns for sales stage such as "Sales Stage Previous Week" and "Sales Stage Current Week". I've tried various SQL expressions, etc and nothing has seemed to work correctly. I was looking through some notes and thought about maybe using Combined Reports with historical and real-time information. I don't even know if this approach is appropriate..
We're really at a roadblock at the moment. If anyone has any additional suggestions, they would be appreciated.
Thanks in advance.

Hi smjohn,
Below are two tables of what we'd like to have on our weekly comparison. Either one would work. As you can see, it's a comparison between sales stage and Revenue for each Opportunity. It shows that for Opp A, Revenue this week and last week is the same, but Sales Stage differs. For Opp B, Revenue has increased by $500, 000, but the sales stage is still the same.
I don't know what capabilities analytics has, but this would be very useful for us. Any guidance would be great!
Thanks again.
**I formatted the tables, but it isn't coming through when I save... sorry about that.
Option 1:
*1. Week* *2. Opportunity Name*     *3. Revenue*     *4. Sales Stage*
Current Week     Opp A     $300,000     Definition
Last Week     Opp A     $300,000     Generation
Current Week     Opp B     $10,500,000     Validation
Last Week     Opp B     $10,000,000     Validation
Option 2:
*1. Opportunity Name*     *2. Revenue-Current Week* *3. Revenue-Last Week* *4. Sales Stage-Current Week* *5. Sales Stage-Last Week*
Opp A     $300,000     $300,000 Definition Generation
Opp B     $10,500,000 $10,000,000 Validation Validation
Edited by: user646604 on Jan 26, 2009 10:38 AM

Sales atage and sales category

Hi,
Can anyone explain me what is the relation between sales category and sales stage while creating sales process and how to use different sales process.

Yes the sales process used is determined by the oppty type or user role, an oppty can only use one sales process at a point in time.
Sales category is a grouping capability for reporting, a couple of scenarios are;
1) as mentioned before, if you have multiple sales processes and want to bring them to a common higher level common view.
2) You need an alternate reporting structure/name
eg multiple divisions manage their own pipeline and sales process. But head-office want to see a consolidated pipeline with common sales stages - sales category facilitates consolidation of the pipeline to the corporate standard. Also you may have a single sales process, which sales management use, but the CFO wants to see an aggregate view of sales processes in different buckets, sales category can be used for that.
Obviously sales process is the lowest level (without the use of custom fields), and sales category is only available to aggregate the sales process, ie its hierarchical.

PPM and "Analysis Stage" value

Hi ,
When we run PPM , the "Analysis Stage" has a value . Is the Value stored for each opportunities ? If yes where the value is store , if not what is the code (RFC or other,,) SAP use to retrieve all the PPM data and in specially the "Analysis Stage"
We know the configuration is in view: CRMV_CYCPHASE

The value is calculated direcly from opportunities. Which opportunities go to which analysis stage is set in customazing under spro>crm>transactions>settings for opportunities>define sales cycle and sales stages>assign sales stages to sales cycle. There you loing sales stage with analysis stage.
Andanalysis stages are defined in spro>crm>transactions>settings for opportunities>define sales cycle and sales stages>define analysis stages.
regards.

Reporting / Sales Stages and Sales Processus

Hello,
I have 2 Sales Processus.
In each Sales Processus I have the same name for the Sales Stage ("Closed/Won").
When I created a simple report showing the Sales Stage and the Name of the opportunity,I have 2 blocks with the 2 items "Closed/Won".
How could I manage to have only 1 block "Closed/Won" ?
Thanks for your help.
ML

ML, in addition to Sales Stage and Opportunity Name bring in Sales Process Name. Now you should be able to filter on the correct sales process.

Proposal of partner function and related master record in sales order

Hi Gurus,
As we know, a partner determination procedure is used to propose partner functions and the master data tied to them in the sales order.
I need to confirm the following if understanding is correct:
1. 1st a customer master record is entered with all the partner functions, say, SP SH PY BP and 9E (PE partner type).
The respective master record values like who is the SP SH PY BP and 9E are specified in the partner function tab also.
This customer master is assigned to a account group.
2. a Partner determination procedure is created and the same partner functions assigned to it.
Next, this procedure is assigned to the account group.
3. When I create an order for this customer, the sales order's partner function tab should automatically be populated with the partner functions and the respective master data value as defined in the customer master record.
Questions:
1. What if the partner determination procedure was not defined with 9E Partner function but the customer master record is?
2. What if the customer master record was not defined with 9E but the partner procedure is?
3. Why the partner procedure need to define the partner functions if its assigned to account group to which the customer master is assigned to already?
4. If the partner function 9E is not proposed in the sales order, can user manually enter this partner function and the respective master record value in the sales order partner function tab?
Have a great day!
regards
M Russo

Hi,
1. What if the partner determination procedure was not defined with 9E Partner function but the customer master record is?
If the partner determination procedure is not defiend you can not maintain same in customer master the system will through you error message PE is missing.
2. What if the customer master record was not defined with 9E but the partner procedure is?
It depends how you want propose the same,
According the function it behaves, you can make this field is mandatory if you want the same is to customer master
3. Why the partner procedure need to define the partner functions if its assigned to account group to which the customer master is assigned to already?
normally the standard partner procedure follows as it is SP SH BL PY Still if you want add some other partners(agent,employee,contact person...etc.) you can define the same in the procedure.
4. If the partner function 9E is not proposed in the sales order, can user manually enter this partner function and the respective master record value in the sales order partner function tab?
As you can refer the second point if you set as optional you can enter the same in customer master partner function tab.
Hope this can helps,
Thanks and Best Regards,
Muralidharan S

Copy functionality of Sales office and sales group

Standard SAP does not allow sales office and sales group information to flow between documents. Say, quotation to order.
I'm not able to understand the reason for this, can someone explain please

Hi ,
The reason for not coping the sales group and sale office from preceding document to subsequent is to avoid the errors in MIS reporting for sales and billing.For example inquiry has received from sales org.A ,then company will send the quotation to A from different sales office and after that company A might be having different sales offices and sales groups in that sales area.Due to this ,again system will expect the entries from user who is creating the order.
Hope it helps.
Regards,
Pasapula.

Rename Sales Stage of Stage Processus

Hello,
I'm not able to rename some Sales Stages of some Sales Processus.
I can for several, I can't for the others.
I can't understand why.
Someone has an idea ?
Thanks.

Thanks Bobb,
I can read this in the help:
Important: Do not set up any other Sales Stages with probabilities equal to 0 or 100 percent except Closed/Lost and Closed/Won. Modifying picklists that are used internally by the Oracle CRM On Demand application can have an adverse impact on standard functionality.
But even the name cant' be changed ?
Thanks.

Forcing Sales Stage Change

We have 4-5 Business Units in our company and each having their own sales stages. I have a requirement where by the sales reps should not be skipping sales stage. In case of Enterprise Siebel (On-Premise) there is a State Model workflow functionality which could help us achieve this functionality, unfortunately in CRMOD they have not exposed that as of yet.
Has any of the experts here implemented this functionality at your respective organizations?

John
This can be achieved using following steps
1. Define different sales process (4-5 business units each of having their own sales stages)
Admin-->Data rules and assignment -->Sales processes
2.During definition of sales process, define automated task for each sales stage.
Admin-->Data rules and assignment -->Sales processes-->Click sales stage which you have defined -->Automated tasks
With this you can achieve a sequence of tasks need to executed for each stage.
3. Also need to define workflow of sales stages using workflow configuration
Admin-->Workflow configuration -->Define workflow condition
By doing this you will be able achieve 'the sales reps should not be skipping sales stage' requirement.
Hope this helps.
Santosh

Link between Delivery and Sales Order Schedule Line

Hi Gurus,
I have a requirement in which i need to display quantity and amount at schedule line level and also the delivery and delivery item for each schedule line.
For example, if there is a sales order O1 and item 10 for which we have 3 schedule lines and 3 deliveries as well say D1, D2 and D3.
Report should be something like this
Sales Order    Item   Schedule Line    Delivery    Del Item   Confirmed Order Qty
O1                 10      1                       D1           10            5
O1                 10       2                      D2            10            5
O1                 10       3                      D3            10            4
How can i determine that a particular delivery corresponds to which schedule line of that saler order-item?
We have the link between delivery and sales order but is there any way that we can get the link of delivery at schedule line level?
Please help.
Regards,
Gaurav

Hi,
I suppose you must check with SD functional consultant and the post should also be in the logistics SD forum and not BI. But I suppose there is know specific link between the schedule line of SO to the Delivery. It is more like a bucket flow for ex.
Sale order   Item    Schedule line qty
SO1            Item1     Sch1            10
SO2            Item1      Sch2           10
Delivery Item QTy
DO1       IT1   15
DO2       IT1    5
In this case qty 15 is distributed over both SO1 and SO2, and SO2 ITem1 Sch2 has link to both the DOs
So I am not sure if you can establish a one to one link, please check with your SD consultants.
Regards,
Ashwin G

How tomaintain product revenue when the oppty is in sales stage Closed/Lost

When the opportunity is in the closed/lost stage the product revenue is always zero. How can we move the opportunity to closed/lost but still maintain the revenue values for the products.
We use the product revenue to report opportunity revenue...
thanks..

I always use "Opportunity-Product History" for my pipeline reports. In this subject area "Product Revenue" is available for Opportunities which are "Closed/Lost". I would log this as a bug with Oracle as it clearly should not set the Product Revenue to 0 in the Product History subject area.
In this subject area I can create reports and trace back Opportunity Revenue and Product Revenue. I have multiple pipeline reports running at both levels which are accurate for mutiple deals. If you do decide to use this subject area beware of the following:
- Dont use the Sales Stage or Probability Successs % at Product level as it does not update as a user steps through the sales stages. Use the opportunity details for accuracy
- If you want a weighted product revenue calculate this based on the Opportunity Probability % and the Total Product Revenue, do not use the out of the box metrics
Regarding your second question, Opportunity Revenue puts the total opportunity amount in your pipeline on the date of the opportunity close date. It also gets updated when a user adds a product and presses the "Update Opportunity Totals" button, this sets the Opportunity Revenue to the total of the Product Revenue from the products you entered. Sometimes users forget to press this button and the revenue is out of alignment. Opportunity Revenue can also be updated if you have the setting "Product Averaging" enabled in your company profile, this takes an average of the Product Revenue and updated the Opportunity Total when a user presses the "Update Opportunity Totals" button. These metrics are updated each evening, you are using the History subject areas which take 24hours to refresh. Does that answer your question?

Deleting deliveries and sales orders using BAPI

Hello all...I am making some changes to the existing program which uses call transaction to VL02 and VA02 doe deleting deliveries and sales orders. This program is running for ever. So I want to use BAPI BAPI_OUTB_DELIVERY_CHANGE and BAPI_SALESORDER_CHANGE instead of call transaction. I just want to now what values should the input tables contain or please guide where I will find documentation over this. Please give me a little insight how to use these BAPI's in my program.
Thanks,

Hello,
I got the following error when tried to execute my program with the BAPI function module.
The field "LT_DELIVERY" specified here has a different
field
type.
I am posting some part of my code here. Please help.
CONSTANTS: c_X TYPE c VALUE 'X'.
DATA: lt_header LIKE bapiobdlvhdrchg OCCURS 0 WITH HEADER LINE,
      lt_control LIKE bapiobdlvhdrctrlchg OCCURS 0 WITH HEADER LINE,
      lt_delivery LIKE bapiobdlvhdrchg OCCURS 0 WITH HEADER LINE,
      lt_return LIKE bapiret2 OCCURS 0 WITH HEADER LINE.
lt_header-deliv_numb = sdel-vbeln.
    lt_delivery-deliv_numb = sdel-vbeln.
    lt_control-dlv_del = c_X.
CALL FUNCTION 'BAPI_OUTB_DELIVERY_CHANGE'
EXPORTING
    HEADER_DATA               = lt_header
    HEADER_CONTROL            = lt_control
    DELIVERY                  = lt_delivery
TECHN_CONTROL             =
TABLES
HEADER_PARTNER            =
HEADER_PARTNER_ADDR       =
HEADER_DEADLINES          =
ITEM_DATA                 =
ITEM_CONTROL              =
ITEM_SERIAL_NO            =
SUPPLIER_CONS_DATA        =
EXTENSION1                =
EXTENSION2                =
    RETURN                    = lt_return
TOKENREFERENCE            =
IF sy-subrc EQ 0.
CALL FUNCTION 'BAPI_TRANSACTION_COMMIT'
EXPORTING
WAIT          =
IMPORTING
RETURN        =
Please suggest how to proceed.
Thanks,
Naren

LookupName Function and Sales Stage

Similar Messages

Maybe you are looking for