Opportunity Product default

I am attempting to default the External Unique ID on the Product Revenue record to the Row ID. The only options I see in Application Customization is for Revenue. I set up the External Unique ID on the revenue record to be defaulted to the ProductRevenueId(with and without Post Default checked). I also created a workflow using the same fields to accomplish the task when a record is changed, in case someone tried to change the ID.
The workflow works fine, but the default value does not populate.

I think populating Row id to External Id should be possible. I remember i have done the same.
make sure it should be post default. sign out and sign in again.

Similar Messages

  • Performing Intersect on Opportunity History and Opportunity Product Revenue

    I've reviewed as many postings on Intesect and Union as I possibly can, but I'm still stumped.
    In my case, I'd like to put data from the Opportunity History together with the Opportunity Product Revenue History. I can get it somewhat close to what I'd expect, but I'm not quite there.
    What I want to do is report on some info associated with an Opportunity (including Primary Contact info) and associated Opportunity Product Revenue (like Deductible).
    What I THINK I want is an INTERSECTION. Let's say take the info from Opportunity History associated with a particular Opportunity ID and append (add more columns) from Opportunity Product Revenue History that correspond with that Opportunity ID.
    Well, an INTERSECT gives me no results.
    A UNION does give me results, but I get one row that has Opportunity History info followed by another row that has the info for the Opportunity Product Revenue History, but not the Opportunity History. How do I get this to be one row? (I'm assuming I'll still get multiple rows as there can be several Opportunity Product Revenue records per Opportunity.)

    I thought that might get somewhere. I tried a Pivot Table. By default, I still was getting two lines. I tweaked a few things (like using First as the aggregation rule on most of the columns). I got down to one line. It LOOKED good (though I didn't confirm the results). Unfortunately, I ultimately need to download the file. When I downloaded I was back to the two lines for each Opportunity scenario.
    Other ideas?

  • Mass Update Opportunity Products

    Hi All,
    I have encountered a problem requiring me to update all the product revenues for all open optys (in order to trigger a WF on them all).
    We usually export and import for this type of requirement, but Siebel only allows to import opty products using the 'External Unique ID' field, which we have never populated for the revenue records, so they are all blank.
    Anyone have any creative ideas how to overcome?
    Thanks in advance.

    Colin, it's not good news I'm afraid.....it is what you suspect.....you can't update Opty-Products without an EUI. I would put a default value of the ROW_ID into EUI so that going forwards you have an EUI in the records (Do the same if you use ASSETS), but at the moment you have to do it manually, there is no other way to update the record. Webservices might be an option though?
    I have logged this as a Enhancement Request and it is being considered. "Enhancement request 12-1HXGUFP has been accepted by our engineers, this enhancement askes for the ability to use fields other than the external unique Id to uniquely identify Opportunity Product records when importing. "
    regards
    Alex

  • Opportunity Product Revenue report using Narrative option

    Hi,
    I have created quote report using "Opportunity product revenue report" with the use of narrative option and its working fine but the problem here is if opportunity has multiple product revenue items it shows in multiple quotes. For me it should show in a same quotation if there are multiple opportunity product revenue items in a opportunity. Could anyone help me how can i achieve this.
    Any help would be appreciated. Thanks in advance
    Thanks & Regards
    Ambarish

    You need to modify report and club all revenue to single item / row.

  • Indexed field of Reporting: Opportunity Product Revenues

    Hi all.
    I am using the Indexed field in Revenue.
    "Analytics: Opportunity Product Revenue History" can be found in the Indexed field of the revenue.
    However, "Reporting: Opportunity Product Revenues" can not find it in.
    How can I find the Indexed field of the revenue in Opportunity Product Revenues report ?
    thanks,
    takashi
    Edited by: user10934060 on 2011/11/15 1:56

    Derrick,
    I need a bit more information as to what you are trying to achieve, if you are trying to reflect the product revenue on an opty as a report then filter that opty ID in your report URL in the webapplet and it will work. I've done it.
    cheers
    Alex

  • Pull Opportunity Contact Ship Address using Opportunity-Product History

    Hi,
    I am looking for a way to report opportunities and I need to be able to pull the opportunity contact's ship to address. I'm using the Opportunity-Product History view as it is the only one that has the custom fields that I need.
    Any ideas as I didn't see opportunity contact to choose from, much less the address.

    I'm still confused, obviously I don't know how to do a union. It keeps telling me that I must select the same number of columns from both reports. I thought that this would be as simple as a JOIN in SQL...I guess not.
    FYI, I can't find the key contact address anywhere, anyway.

  • Opportunity Product reporting with # of Periods and Frequency

    We are just about to roll out out a business unit and they will be using the frequency, number of periods, and the start/close date fields on the revenue record.
    In staging, I created a test report and it 'explodes' the product to have 12 individual entires, since I picked 12 as the number of periods. I set the qty to 60 and all 11 months have 60 but the first month has 61. Is there a reason for that?

    Product: you do get the dimensions and facts for the Product object... so you'd build a report with Product information
    Opportunity-Product: you do get dimensions and facts for the Products related to an opportunity... so you'd build a report with Opportunity and Product information
    Antonio
    Bexpert, Brazil

  • Opportunity Product Weighted Field?

    Is there a opportunity product revenue weighted field? I saw that the forecast area has weighted values. I did not see a field, but just want to make sure I am not missing anything.. I would like to have the weighted value displayed in a report.

    You may be confusing Opportunity fields with Product fields.
    On the Opportunity, you have the following fields:
    (Opportunity) Revenue
    (Opportunity) Probability
    (Opportunity) Expected Revenue (Opportunity Revenue * Opportunity Probability)
    On the Opportunity-Product, you also have these fields:
    (Product) Revenue
    (Product) Probability
    (Product) Expected Revenue (Product Revenue * Product Probability)
    When you are using Opportunity Forecasting, the Forecast uses the Opportunity fields. When you are using Product Revenue Forecasting, the Forecast uses the Opportunity-Product fields. You can only forecast one or the other.
    Mike L

  • Dynamic Page Layout - Opportunity Product Revenue

    Hi gurus,
    I am trying to setup a dynamic template for "Opportunity Product Revenues"
    I set it up successfully in the object. However, this data is exposed only as a related list of Opportunity and not directly. Now, when I go into the "Opportunity" customization, it only allows me to set up static page layouts, with no option to setup the Dynamic page layouts through the Related list.
    Please help..

    Hi Jonathan,
    Many thanks for your response.
    Our CTE is already on R19. We want to experiment and be ready when our PROD is upgraded to R19.
    Can you help me with the requirement, if you have an idea please? I would really appreciate the help.
    Thanks

  • Opportunity Product Revenue

    Hello,
    I can`t find a report called Opportunity Product Revenue, the near report is Opportunity Product.
    My problem is when I go to second Step called Create Layout i can't see the item Accumulated Revenue related to Revenue?
    Could someone help me?
    Thanks

    Hi Shilei G,
    As product Revenue is pure child object you can find it under Opportunity WSDL document.
    Its named as Product in WS 1.0 WSDLs of Opportunity
    and ProductRevenue in WS 2.0 WSDLs of Opportunity
    Regards,
    Deepak H Andeli

  • Opportunity Revenue Calculation by using the Opportunity Product revenue

    Hello All,
    I created one cusotom field on the opportunity, in that i want to populated the value as the result of Opportunity Revenue/#period( it is sum of all the opportunitied from the Opportunity Product detail page). Now what my question is how to get the Period value from the Opportunity Product Revenue page. Could you please suggest on this.
    Thanks & regards
    Subbu

    timestampdiff() is a analytics function, not a expression builder function. They are two different sets of functions and can not be mix matched.
    for number of period, you could use:
    JulianMonth ( end date) - JulianMonth ( start date)
    The relationship of product revenue and oppty is M:1. how are you going to roll up many different number of period in oppty reocord, even with Web services? Therefore, if the start and end date are on product revenue, this average should be on Product Revenue and you are looking at average revenue for each product; if the start and end date are on Opporty, it should be on Opporty and it's average revenue for the opporty .
    Cheers!
    Shilei

  • Opportunities For Similar Opportunity Products

    We have populated the opportunity product object with information concerning the specific customer and product sales that came from each closed/won opportunity by creating an interface from our billing system.
    I would now like to create an in context report that would be a link on the opportunity details screen. When selected the link is activated the report would need to pick up the opportunity (no problems here, I know how to do this) and for the selected opportunity look at what customers and products are present in the opportunity product object
    For example
    customer A has purchased Product X
    Now, I want to find all other opportunities that have opportunity products for the same customers and products as the selected opportunity
    So this would mean, answering the question, what other opportunities have opportunity products that include customer A purchasing Product X.
    Any suggestions on how to do this type of sub-select in analytics ?

    You can get an Incontext report under the opportunity that is IS PROMPTED by the Account on the opportunity as you can pass the Account ID from the Opportunity object.
    To try and also get the products to be filtered might not be possible in OnDemand as you might not be able to easily pass all the Product IDs to the In Context Reports.
    The web applet url & html will be like this
    url as
    https://secure-ausomxPOD.crmondemand.com/OnDemand/user/analytics/saw.dll?Go&Path=%2fshared%2fCompany_ABCDE_Shared_Folder%2fOpptyInsightsaAccountwithAccountIDasIsPrompted&Action=Navigate&P0=1&P1=eq&P2=Account."Account ID"&P3=%%%Account_Id%%%&Options=rfd
    where
    'POD' is your actual pod
    'ABCDE' is your company number
    'OpptyInsightsaAccountwithAccountIDasIsPrompted' is your report name with
    Account ID column with filter as a IS Prompted. Choose a suitable Subject Area with Account as one dimension and other suitbale dimensions and Metrics.
    '&Action=Navigate&P0=1&P1=eq&P2=Account."Account ID"&P3=%%%Account_Id%%%' is the critical set of parameters.
    Web Applet HTML as
    <iframe src='https://secure-ausomxPOD.crmondemand.com/OnDemand/user/analytics/saw.dll?Go&Path=%2fshared%2fCompany_ABCDE_Shared_Folder%2fOpptyInsightsaAccountwithAccountIDasIsPrompted&Action=Navigate&P0=1&P1=eq&P2=Account."Account ID"&P3=%%%Account_Id%%%&Options=rfd'width=800 height=300></iframe>

  • Opportunity Products report - Unspecified rows

    Hi All,
    I tried to create a report that shows all product lines per opportunity. However the report allways shows an unspecified at the Product Name Columns, even if there are products specified in the opportunity it adds an extra row with 'unspecified'. I used an CASE statement to make the row blank:
    CASE WHEN Product."Product Name"='Unspecified' THEN NULL ELSE Product."Product Name" END
    But, i can't make the row disappear completely. Is the only way to get this richt to make an union (one report with filter on Product Name <> 'Unspecified' and the second with Product Name = 'Unspecified') or are there easier ways?
    Thanks in advance for your help!
    Tim.

    Tim,
    i've had the same problem with all of the Opty-Product reporting and I just add a filter Product Name not equal to unspecified and it removes them all. I asked Customer Care about it and got this back:
    Why does an Opportunity-Product integration create 2 products?
    I recieved confirmation from PM that these records are expected and are automatically created when using recurring revenue. If you do not use the recurring revenue fields suchs as #number of periods and frequency, these records will not be created and the results of the export will be as you expected.
    cheers
    Alex

  • Deleting Opportunity Products

    Hello,
    We imported opportunity products based on a set of external ID's. Somewhere along the lines it created duplicate records against the opportunities. We then tried to run a batch delete on all of the problem opportunities as to my knowledge you cannot batch delete opportunity products?
    The batch delete worked for opportunities that did not have the duplicate entries but failed for the opportunties with duplications. The error message for these records was "This record cannot be deleted". Any ideas of any work arounds?

    Thanks Bob,
    Any ideas how to remove the opportunities so that the opportunity products are also removed? I tried a batch delete but the records with duplicate opportunity-products would not delete, with the error "This Record Can Not Be Delted". The other opportunities that did not have the duplicate opportunity-products deleted successfully.
    Regards
    Oli

  • Displaying Record Owner in Opportunity-Product Report

    Hello,
    How do I display the owner of the record's name in a column for an Opportunity-Product report.
    When we display the opportunity-owner currently we see the role instead of the user. When we display the created by we see the role as well.
    Instead of "Joe" we would see "Sales Rep"

    The opportunity Owner should show the Alias of the Opportunity Owner like JSMITH (i.e if the Alias for Joe Smith is JSMITH). Make sure on your opportunity Owner field is currently populated correctly. Make sure you are pulling Owner data from the Opportunity Section.
    If it's not working then your particular instance is having some bug - Am able to populate this info correctly.

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