Opportunity closing date analysis - target field empty
Hi Experts,
In CRM 2007, interactive reporteing the Closing Date Analysis report does not show the targets entered in Quota Planning.
I have entered quota for several sales man, also I entered opportunities for them.
The expected sales volumn is calculated and shown in the report. But the target from the quota plannign is not reflected.
Can anybody give me an advise, what to do / what could be missing?
Best regards,
Cristina
Hi Robert,
I am working with best practises. Sales Director can assign object for subordinary organization.
Best regards,
Cristina
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Thanks for the reply, I more than appreciate it! Per your recommendation, after some debgging, I was able to locate the event :-). I have awarded you points!
In case anyone comes across this issue, here's how I resolved it:
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In my custom FM, I simply commented out the code that defaults the EXPECT_END date to today's date.
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When I run the LDS, The system issues this error message :
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Message no. UCT8257
Diagnosis
The system derives the source selection from the selection for target field Cons Chart of Accts. The resulting source selection is empty.
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Hi all,
I have a situation here where when I change a "Status" field value to Won / Lost, the "Reason for Won / Lost" field will become mandatory field.
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Regards,
AnsonHi !
You'll have to do 2 different things :
1 - For the "Closed Date" field, you'll have to create a workflow rule on opportunity, the trigger event is before modified record saved. The condition will be like this :
*([<SalesStage>]="Close/Won" OR [<SalesStage>]="Close/Lost") AND PRE('<SalesStage>')<>[<SalesStage>]*
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DATA: it_tab4 TYPE TABLE OF /BIC/PZF31SALOFF,
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Typos regretted. Thanks!
Edited by: Arun Bala G on Oct 16, 2010 12:44 AM -
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UdoThere must be a hundred threads that deal with this subject already.
http://help.sap.com/saphelp_crm60/helpdata/en/45/ff8980cbb709eee10000000a1553f6/frameset.htm
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