Opportunity Product-Revenue related information section

Hi,
We are going to use the 'Product Revenue' related information section on the Opportunity for Products & Services. Hence, we want to rename this section to 'Products & Services' instead of 'Product Revenue'. I tried to change the name of the Object Type Revenue, but that is not possible using the 'Rename Object Type' function. Does anyone know whether it is possible to change the name and how to do it.
Thanks.
Kind regards,
Niels Rekers

Hi,
Thanks for the quick response.
Is it known when it will be possible? Is that with R16 and when will that Release be released?
Kind regards,
Niels Rekers

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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

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.
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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 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.

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?

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

Error in Account related information sections Access denied.(SBL-DAT-00553)

Hi,
I have 2 users, 1 from Spain and the other from Italy.
The spanish user is the owner of an account and adds the user from italy to the account team section with full access to the account.
The italian user is able to view the account. However the italian user is not able to view any of the custom objects in the related information sections below the account information.
The error is as follows:
Access denied.(SBL-DAT-00553)
Both users have the same role. However, if he/she is not the owner of the account but only a 'Team' member, he's able to view the account but not the CO's below the account. I've checked the access profiles and roles and it all seems fine. Oracle support confirmed this as well as both users were able to search and view the CO records without any issues. It's just that it hits the error if it's in the related information section.
I was just wondering if I'm missing any settings for customer team.
Currently, I'm not even sure if Customer team functionality was built for use with custom objects in related information sections.
Any help would be greatly appreciated!

Hi, What i meant is, if you are using C04 - C015 objects, then ensure under related sections of Accounts in "Full" access profile, you set it as "View" or "Read-Only" instead of "No Access". "No Access" is what being set by OnDemand by default even though the access profile is named as "Full"
-- Venky CRMIT

Territories Related Information Section

Hi All
In the Automotive edition, on the Dealer detail page, there is a Territories related information section that does not appear to be linked to the Territories that I have set up in my Territory Management. Are these not the same? Am not sure if I have misunderstood something or is this an error?
Appreciate any help.
Thanks
Gail

You will need to replicate your territories again via "Record Type Setup" -> "Dealer Territory Field Setup" -> Edit Picklist of field "Name".
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Related Information Section Settings

Hello everyone,
I have Accounts (renamed-Schools) with Contacts & Service Requests as the related information sections on the detail page. I added a custom applet - Google Maps to the Account Detail Page.
My question is that by default the sections are expanded and display the information it holds. Is there any setting or other way such that they are by default minimized and only expand when you click on the [+] sign so that it takes up less space and reduces scrolling?
Thank You.
P.S. - I am new to the forums - any advice on posting to the correct place or in the correct format is appreciated. Thanks

gmshah, you can close any of the related sections and then logout and log back in and those sections will be closed (it remembers what you want open or closed).

Access to Related Information Section

Hi,
I am not able to edit the Opportunity Accounts related information in the Opportunity details page when I am not the owner of the Opportunity Accounts record.
But if I'm the owner of the Opportunity Accounts record, then I'm able to edit the record. I want to change the setup to allow anyone to edit the record if they can see it.
I couldn't find out what I'm missing and I'm quite new to this application. Thanks !

I could not reproduce your case. I tried this... (I am User B)
User A has owner access profile
read only for opportunity
read only for custom object 2
view for opportunity---customobject 2
User B has owner and default access profile
read/edit/delete for opportunity
read/edit/delete for custom object 2
view for opportunity---customobject 2
Now...
opportunity owner = User A
custom object 2 owner = User A
In this case I (User B) could edit it from opportunity related section as well as drilling into custom object 2 and editing from there
Also
opportunity owner = User A
custom object 2 owner = User B
In this case I (User B) could edit it from opportunity related section as well as drilling into custom object 2 and editing from there
If your case setup is different, could you provide a detailed repro steps?

Insert Opportunity - Product Revenue Child using WS2 - SBL-EAI-04316 error

Hello,
I´ve got the following error message trying to insert a product revenue child object to opportunity using WS2.
Fehler beim Übertragen der Daten ins CRM on Demand!
Tue Apr 26 08:06:21 CEST 2011 :: Fehler bei der Verarbeitung von Argument (Error while processing argument) urn:/crmondemand/xml/Opportunity/Data:ListOfOpportunity für Operation OpportunityInsert(SBL-EAI-04316) :: Error at thread 27334345
Using SOAPUI the insert are successful.
<soapenv:Body>
<ns:OpportunityInsert_Input>
<data:ListOfOpportunity lastpage="" recordcount="">
<data:Opportunity operation="">
          <data:ExternalSystemId>0010110107664043232</data:ExternalSystemId>
          <data:ListOfProductRevenue lastpage="" recordcount="">
<data:ProductRevenue operation="">
<data:Id></data:Id>
<data:CurrencyCode>EUR</data:CurrencyCode>
<data:StartCloseDate>00:00:00</data:StartCloseDate>
<data:OpportunityName>4043232</data:OpportunityName>
<data:AccountName></data:AccountName>
<data:stpvstums010>ÖLSERVICE ALL INKL. 5W-40</data:stpvstums010>
<data:PurchasePrice>4960</data:PurchasePrice>
<data:ProductName>Filter/Oel</data:ProductName>
<data:ProductPartNumber>09XXXX</data:ProductPartNumber>
<data:OpportunityExternalSystemId>0010110107664043232</data:OpportunityExternalSystemId>
<data:ipvzahlums002>100</data:ipvzahlums002>
<data:ipvzahlums001>1</data:ipvzahlums001>
          <data:ExternalSystemId>0010110107664043232001</data:ExternalSystemId>
<data:cpvwhrums002>0</data:cpvwhrums002>
<data:cpvwhrums003>4960</data:cpvwhrums003>
</data:ProductRevenue>
</data:ListOfProductRevenue>
</data:Opportunity>
</data:ListOfOpportunity>
<ns:Echo></ns:Echo>
</ns:OpportunityInsert_Input>
</soapenv:Body>
</soapenv:Envelope>
Trying to insert the child via webservice 2.0 the request fails (see error message above)
I'm running out of ideas because I'm using the same values with the webservice request.
thx in advance
kind regards
Klaus

Hello,
I've solved the problem. It seems to be that the axis framwork has some problems to handle the complex structure of the opportunity object respectively the containing array structures (Lists). We rebuild the webservice client after deleting the unnecessary elements from the opportunity wsdl file. Doing so the webservice client works as expected. Be careful to not delete required fields which are necessary for the response message, e.g.:
- ModifiedBy+
- ModifiedByID+
- ModifiedDate+
- CreatedBy+
- CreatedByID+
- CreatedDate+
- ModId+
- Id+
I`m sure that this cannot be the preferred way to solve the problem - but it works for me.
regards
Klaus

Report on Contacts Interests (related information section)

I have activated the "Contact Interests" feature (related info section for a Contact) and "Contact Relationship". I'm not planning on using the "Contact Relationship" feature at the time but I will be using the "Contact Interests" If and only IF I can report on it.
I'd like to create a report that shows a list of contacts and their interests but i can't seem to find the "Contact Interests" to add to my report.
Also, I tried to do an advance search to see if I could get a list of contacts with a specific interest (golf, funds,etc...) but couldn't find how to search by that field.
FYI- don't get confused thinking that this is a custom object because it isn't. I say this because when I called customer support they had no idea what I was talking about. Thanks God for 2nd Tier.
Prompt suggestions are appreciated.
Thanks.

On R15 you cannot report off Contact Interests, but in R16 you can - at least that's oracle's word. You may want to ask your customers to wait till June. If your need is urgent then build some web services which will populate this data into an external database and report off that.

Re: Opportunity Product Revenue Child Sample

I've tried the version 1.0 wsdl and its great that the child objects are there but am getting an error. It makes mention of the revenue field (however I'm not even working with it in my sample code). CRM Support mentioned all I need to do is use the opportunityid from the opportunity along with the productid.. I've posted the error along with my sample.
ERROR
System.Web.Services.Protocols.SoapException: Method 'SetFieldValue' of business component 'Revenue' (integration component 'Opportunity_Product') for record with search specification '[Id] = "ABIA-5SG9EB"' returned the following error:"Access denied.(SBL-DAT-00542)"(SBL-EAI-04375)
at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall)
MY CODE LOOKS LIKE THIS
oppchildwsdlv1.Opportunity myOpp = new oppchildwsdlv1.Opportunity();
myOpp.Url = serverName + "/Services/Integration;jsessionid=" + sID;
oppchildwsdlv1.OpportunityWS_OpportunityInsertChild_Input myOppInsert = new oppchildwsdlv1.OpportunityWS_OpportunityInsertChild_Input();
myOppInsert.ListOfOpportunity = new oppchildwsdlv1.Opportunity1[1];
myOppInsert.ListOfOpportunity[0] = new oppchildwsdlv1.Opportunity1();
myOppInsert.ListOfOpportunity[0].ListOfProduct = new oppchildwsdlv1.Product[1];
myOppInsert.ListOfOpportunity[0].ListOfProduct[0] = new oppchildwsdlv1.Product();
myOppInsert.ListOfOpportunity[0].ExternalSystemId = "ABIA-5SFVGO";
myOppInsert.ListOfOpportunity[0].ListOfProduct[0].ProductId = "AF35LP";
oppchildwsdlv1.OpportunityWS_OpportunityInsertChild_Output myOppOut = new oppchildwsdlv1.OpportunityWS_OpportunityInsertChild_Output();
myOppOut = myOpp.OpportunityInsertChild(myOppInsert);

I HAVE THIS FIXED NOW. Thank you to the people that were posting and trying to help me, I appreciate it.
The opportunityid was the problem.. you need to use the externalsystemid when matching on the opportunity. Also, the productid is wrong.. you need to use the ProductName field.
WHY ON EARTH DOES THE version 2.0 of the wsdl not contain the childinsert of an opportunity?Child object support on the v2.0 API will be introduced in Release 17 of CRM On Demand
WHY ON EARTH DOES oracle support not provide me the information saying version 1.0 is the only working version for opportunitychild insert when I'm asking them for help.. Only this forum returned why I was having this issueI cannot speak for the support person you talked to, however I apologize that this information was not conveyed sooner. If you went so far as to file an SR with tech support, please send me the number and I will follow up with the SR Owner to ensure that we have the appropriate information available for other customers. In addition to TS, please refer to the documentation I have listed in the forum announcements, the list of supported objects is documented in the WS User Guide in addition to a number of other technical details which you may find helpful.
WHY ON EARTH DOES oracle support tell me two fields are required on the product insert which both wrong?I am unsure why this advice was given, but I will attempt to clarify our documentation in this area to ensure that other customers do not encounter the same issues you have experienced.
Below is the working sample, I hope this will help others in the future.
oppchildwsdlv1.Opportunityoppchildwsdlv1 myOpp = new oppchildwsdlv1.Opportunityoppchildwsdlv1();
myOpp.Url = serverName + "/Services/Integration;jsessionid=" + sID;
oppchildwsdlv1.OpportunityWS_OpportunityInsertChild_Input myOppInsert = new oppchildwsdlv1.OpportunityWS_OpportunityInsertChild_Input();
myOppInsert.ListOfOpportunity = new oppchildwsdlv1.Opportunity1[1];
myOppInsert.ListOfOpportunity[0] = new oppchildwsdlv1.Opportunity1();
myOppInsert.ListOfOpportunity[0].ListOfProduct = new oppchildwsdlv1.Product[1];
myOppInsert.ListOfOpportunity[0].ListOfProduct[0] = new oppchildwsdlv1.Product();
myOppInsert.ListOfOpportunity[0].OpportunityName = "testnew";
myOppInsert.ListOfOpportunity[0].ExternalSystemId = "ABIA-5SFVGO";
myOppInsert.ListOfOpportunity[0].ListOfProduct[0].ProductName = "AF35LP";Please provide the SOAP request that is generated from the Sample above, I would like to compare with the previous sample you provided and run a few tests locally to ensure there are no defects in the product in regards to this scenario.
I appreciate your patience and am glad to hear that you have resolved the issue you are having.
Thanks,
Sean
Edited by: Sean Duffy on Jan 17, 2010 10:00 PM

Related Information Section Details to Main SR Page

Hi All,
We have new requirement where we need to send an email when an SR is modified to the SR contact. When sending the email, the body of the email should have the details of activities (both open & closed) with the SR details.
Do we have any option in Siebel on demand where we can populate information from (open & close activities) to any field in SR. By doing this we can then use that SR field which will have activities to send email.
Please let us know if we have a solution.
Thanks
Natraj

Hi Natraj,
The possibility could be trigerring a workflow when a activity is closed / open for a associated SR , and creating a long text field (which holds 255 characters) in SR and populating the values of activity in it

Opportunity Product-Revenue related information section

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