Opportunity Management

Hi,
Can anyone help me to create SAP CRM OPPORTUNITY using External List Management, I know we can do for LEAD/ACTIVITY.
Awaiting your reply.
Thanks.

Your enquiry is not clear, so please be more specific in your question and what you are trying to achieve with this process... Also, have you tried to find the answer first?
Refer to the Forum [Rules of Engagement|https://www.sdn.sap.com/irj/scn/wiki?path=/display/home/rulesofEngagement]
Thanks!
Anik Roy
SAP Moderator

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Populating Status field in Opportunity management

Hi All,
I need to populate my own values in Object status list box in opportunity management(CRMD_BUS2000111).Is there any way to fill these values.It would be great helpful to me if u have any solution for this

hi Rekha,
just create a new status profile via like Rekha said : SPRO -> SAP Reference Image -> CRM -> Transaction -> Basic Settings -> Status Management -> Define Status Profile for User Status
just create new status profile and fill the status that you like to have.
don't forget to choose the object types CRM Oder Header for the new status profile.
and save it
after that you need to assign the new status profile to your opportunity transaction type and save it.
after that try to testing it, i think it will works
hopes it helps
cheers

Authorization - Sales Manager: Lead Management / Opportunity Management

Hi Portal Gurus,
As per our requirement, in the 'Sales Manager' role, under 'Sales Cycle', we need to provide only 'Lead Management' for one set of users and 'Opportunity Management' for another set of users and both for other set of users.
What would be the best way to do that. Thanks in advance for your help!
- Jas

Hello Jasendu,
The best way to implement this is to maintain a single Sales Role with all the sub catagories ('Lead Management' , 'Opportunity Management' ) and apply role filtering concept according to the users. That way you need to maintain a single Sales role. Check out the below blog for more details abour role filtering.
Filtering Role Content by User Attributes
Or else, you can create three different roles, one for each 'Lead Management' , 'Opportunity Management' and other containing both of them and assign to users accoedingly.
Regards
Deb
[Reward Points for helpful answers]
Message was edited by:
Debasish Sarkar

Planned Activites in opportunity managment

Hi Experts,
I am working with CRM 7.0 . In opportunity managment I find two assignment blocks 'Planned Activites' and 'Completed Activities'. When I create a Follow up activity . I find the activity in my 'Planned activities' assignement block. Now when I click the action corresponding to the activities. The activity moves to the 'Completed Activities' assignment block. But to my suprise there is no change in status of the Activity.
Is this the standard behaviour or I need to do some customization regarding this ?. Could you please then explain what is the use of the action link in both the 'Planned and Completed Activities'.
Thanks in advance.
Subhashis

Hi Robert,
Thanks for replying. You are right saying that the change from planned to completed activity in opportunity management is dependent on the system status. Only the system status is updated to 'completed' for the activity when I click the 'Close' Action.
But I am wordering what could be the business case to set only the system status in this case ? is there any way to set both the statuses ?
Regards,
Subhashis

Buting Center in Opportunity Management

Please inform me in anybody work on opportunity Management in mySAP CRM. Our requirement is the partners maintain in Partner tab of opportunity needs to flow on buying center Tab Page.
But we were not able top find out any BADI or Function Module regarding the same. So never aware for completing this functionality do we need to write down any code or is there any configuration is available for the same. Please inform me in anybody work on opportunity Management in mySAP CRM. Our requirement is the partners maintain in Partner tab of opportunity needs to flow on buying center Tab Page.
But we were not able top find out any BADI or Function Module regarding the same. So never aware for completing this functionality do we need to write down any code or is there any configuration is available for the same.

Hi,
I have not worked with the Buying Center, but...
It sounds as if you need to work with your Partner determination procedure, which determines how partners are determined e.g. copied from one transaction to the next.
Have a look at the Partner determination procedure for your transaction in:
SPRO - CRM - Basic functions - Partner Processing - Define Partner Determination Procedure
Hope this helps!

Lead and Opportunity management

Dear all
I am new in CRM.
Can anybody send me the documents abt lead and opportunity management?
pls it very helpful for me
jayesh patel

Lead in CRM Online:
http://help.sap.com/saphelp_crm40/helpdata/en/2a/f31f2c6127e24199df72d17fb014ea/frameset.htm
http://help.sap.com/saphelp_crm40/helpdata/en/6b/30453cf1fcc85ee10000000a11402f/frameset.htm
Opportunity in CRM Online:
http://help.sap.com/saphelp_crm40/helpdata/en/24/bc239801e28940a34545863fe45a6f/content.htm
Hope this helps.
Regards,
Kaushal

Changes in crm2007 opportunity management?

What are the changes related to opportunity management when we upgrade from crm5.0 to crm2007?

Hi,
you will find these things are new:
-Graphical Maintenance of Buying Center
-Copy Buying Center to Account to store as template
-Download Buying Center Template from Account to Opportunity
-Quotation Creation through Template in MS Word
-Partner Re-Determination anytime during an opportunity
-Opportunity Assessment based on Expected Sales Volume (e.g. certain assessment if over $1,000,000)
-Tracking of competitor products and prices
Of course the opportunity is also much easier to use due to the new UI layout without tabs.
Regards,
Tim

Is opportunity management available in the Standard Edition ?

Is opportunity management available in the Standard Edition (100$) of Fusion CRM(Sales and Marketing) cloud version?
Also, is Fusion Base CRM same as the standard edition or does it refer to something else ?
Thanks
Nakul

Yes, opportunity management is included. CRM Base is the same as the Standard Offering.

Opportunity Management & Leads

What is opportunity Management in CRM?
& what is Leads in CRM?
Sunil

see the links:
lead management:
http://help.sap.com/saphelp_crm40/helpdata/en/5d/c1b53423ed7e47acd10f9045661e5a/frameset.htm
opportunity management:
http://help.sap.com/saphelp_crm40/helpdata/en/92/7576ab3fbb2b4898c0e7d900aede25/frameset.htm

SAP INBOX TICK IN OPPORTUNITY MANAGEMENT

Hi,
SAP inbox check box in sales team at Item level of Opportunity management.This is provided for whether a partner is considered in inbox selection or is deleted.
We have to leave this field unmarked if you want the system to consider the partner in inbox selection.
Logically this should go to SAP Inbox workplace,but it is not going.Can anyone tell what are the settings required for that.
Earliest reply highly appreciated.
With Best Regards,
Rajendra Sonawane

Hello Amar,
I think you have a misunderstanding of the phase history. It's showing you how long the Opportunity was in a specific phase. Not what is the planed time for that phase.
Regards
Gregor

Action Condition by Sales Org / Dist Channel for Opportunity Management

Hi,
i need to set action condition by Sales Org / Dist Channel for Opportunity.
i tried using object BUS2000111 but can't find any parameter referring to Sales Org/Dist Channel.
any lead really appreciated.
JD

Hello Jushan Djuwardi,
Can you please tell me how you solved this question.
Thanks.

View change log for crm : opportunity management, activity management

hello
can anyone help me, i have been tracking down someone who changed an opportunity in crm but i cannot find in scu3. thanks.

Hi,
You can try your luck, by checking the requests filtered by dates if you know, and analyze it. If the person is not smart enough, you can get your hands on if the request is not deleted.
Not sure but you can try SLG1.
Regards,
Madde

Error in Buying center,opportunity management

Hi Guys,
I created an opportunity and when I click on Graphical view in the contacts assignment block and select Add contact option, I get the following error .
Pls help me to resolve this error.
Regards
Jaya

Hello Jaya,
Your screenshot shows only a small part of the error message. Is there a line in coding mentionned? Can you put a break-point there? Do you see a Z-method in the call-stack in tab desktop2 for example?
Otherwise you could debug the Add-contact-event and see if you find something interesting.
If all of this does not help then maybe an OSS-message does.
Best regards,
Thomas Wagner

Milestones - Opportunity Management - SAP Library

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For more information please see also SCN WIKI link :
Billing Plan CRM-BTX-BF-BPL - CRM - SCN Wiki

Create a Quotation from a Opportunity using the Follow up functionality

Hi!
I'm new at the CRM and I'm trying to reproduce the standard scenario "Opportunity Management". Everithing is going well until i've reached the step to mantain the opportunity and create a quotation. I should do this through the Follow up button on the top of the screen but when i click at this button, i can not see any transaction for a quotation; I can only find appointment ( date, interaction record, business activity), email (outgoing email), interaction log (Business Activity with prod., channel report, ... ) and Task (approve, Req. to brand owner, ...).
Can anyone give me a hint about what can I do to make quotation transactions appear in this new window (from the follow up button)?
Thanks in advance!
Ines Andres

Hi Inês,
Please check if you have successfully configured the copy control between opportunity and quotation in the following paths:
Transaction Types:
SPRO->Customer Relationship Management->Transactions->Basic Settings->Copying Control for Business Transactions->Define Copying Control for Transaction Types
Item Categories:
SPRO->Customer Relationship Management->Transactions->Basic Settings->Copying Control for Business Transactions->Define Copying Control for Item Categories
I hope it helps!
Kind Regards,
Gabriel Santana

Opportunity Management

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