Pass sales prospect to opportunity

Hi All,
Using CRM_ORDER_MAINTAIN, how can I pass sales prospect value to prospect field in CRM_WEB UI?
Thanks
Andy

anybody?

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Activate field sales prospect in opportunity transaction CRMD_BUS2000111

Hi Experts,
I want to activate the field sales prospect in opportutity transaction CRMD_BUS2000111.I'm using CRM5.0. For activatating the field I am using transaction CRMC_BLUEPRINT_C -> define layout for people centric UI(customizing tool) then choosing transaction crmd_bus2000111 -> Version1 ->Detail Area 1->Tab page group ->OPP1->OPP_HD_OVERVIEW .Under that it is showing multigroup OPP_OBJREL_HD_MULT . Now I think the sales prospect field is under this multigroup.I'm not getting how to activate the field in that multigroup.Please give me a solution for that, it is very urgent.
Thanks in advance
Koustav

Hi, I kind of lost track of this tread.
If the field is not read only in the underlying field group, you should check the partner determination procedure for the transaction type your are using. It should contain a partner function of the partner function type prospect. Maybe it needs to be maintained in the user interface settings of the partner determination procedure as well, but I am not sure about that.
Paul

Opportunity - Sales Prospect: List search results if more than one match

Hi CRM Experts,
in the Opportunity our users have to enter a Sales Prospect. PC-UI allows to enter directly a Name like "Wolf". But when you press enter after this step the first match is filled into this field. But this can be the wrong Sales Prospect. I want to have a functionality that when the Name is entered and there are more than one match a list of the results should be displayed. Then the user can choose the correct partner.
Regards
Gregor

Hi Gregor
Yes,you are right actually the pop up window will appear with sales employee and other partner if necessary and suggested by the system.I hope you would have gone thru acquistion from there opportunities and then you would createand clicked on sales methodology(Scroll down if necessary).Actually i dont have access now to the system i will defintely check it out and let you know ASAP.
Regards

Enable PDF Generation of Sales Order from Opportunity not working

Hi all,
we are trying to enable the PDF Generation for Sales Order from Opportunity.
We´re working on the ERP-HCI Scenario.
We´ve setup the necessarry configurations (chapter 11.3.11) how described in the document:
https://websmp201.sap-ag.de/~sapidb/012002523100002166322015E/1502_SAP_C4C_ERP_HCI.pdf
1. Create Endpoint in ECC for the WS "SalesDocumentPrintPreviewQuery"
After saving the settings we have an calculated enpoint:
/sap/bc/srt/rfc/sap/salesdocumentprintpreviewquery/{SAP-CLIENT}/salesdocumentprintpreviewquery/salesdocumentprintpreviewquery
2. Create a new Communication Arrangement in C4C for the Scenario "Print Preview of Business Documents in SAP Business Suite"
Question to the following Step:
Go to Advanced Settings and enter the URL you have captured from SOAMANAGER in the Create Endpoint section.
Why we use the host and calculated endpoint from the ECC instead of the HCI settings, and maintain in HCI the target host and endpoint?
The Check Service and Check Connection test was successfull.
Finally if we try the scenario from C4C (Customers > {Select a Customer} > Opportunity > Sales Document > {Click the link}
We got a blank new Window, in the C4C UI we get the error "PDF Document could not be retrieved"
In the ECC > SOA Runtime Error Log i get the following Error!?
What´s wrong with our config?
Thanks in advance,
Fabian

There is nothing impossible in SAP. After all there is a code behind everything that we see in SAP screens and transactions and that code can be changed according to our requirement. That has always been m firm belief.
Like I said get hold of your ABAP programmer and write out the spec and he should be able to do it.
Its news for me that you can generate an automatic PO from a GR so if that is possible then why not this.
Its not been attempted before.
Try creating a new Sales doc type and map it to a delivery and see if it works. Much similar to a cash sale and rush order when both docs get generated immediately. Maybe you need to map your copy control criteria too in a way it can be done.Also maybe you need to create a new field called Immediae sales Order like we have an immediate delivery check box in a sales order so that an automatic sales order can be generated when you save a delivery.
Like I said it needs some coding.
regards
Jude

How can the system automatically assign lead(Sales Prospect) to sales manager which is one of the partner function

How can the system automatically assign lead(Sales Prospect) to sales manager which is one of the partner function ?

Hi Deep,
you can go through below links if you have not gone through already.
Lead Distribution - Lead Management - SAP Library
How to Distribute Leads Automatically to Partners in SAP CRM?
Rgds
Hari

How to pass sales office to BAPI_PO_CREATE1

Hi,
im using the 'BAPI_PO_CREATE1', im having a problem that it is showing error as 'pass the sales Office'.
In ekko, sales office field is available. but in the structure BAPIMEPOHEADER, sales office field is not available.
please help me how to pass the sales office to the Bapi.
Thanks in advance,
Regards,
Elavarasu.

Hi
I think that it's an append in table EKKO as a ZZ-field (for instance, ZZVKBUR). If I am right, two possibilities:
1. Populate with structure EXTENSIONIN. See SAP Note 582221 - FAQ: BAPIs for purchase orders, quesion 15.
2. Try to populate it with badi 'ME_PROCESS_PO_CUST'.
I hope this helps you
Regards
Eduardo

Mapping Sales Stage in Opportunity with Win Probabilty

Hi,
We need to map the sales stages to win probability in such a way that whatever sales stage we select, the win probabilty should automatically change.
Hence if the Sales Stage is "Initial Contact", the Win Probability should be 10 and if it is changed to "Negotiation", it changes to 70.
Can any one please help me with the syntax.
Thanks in Advance
Akesh

Hi Akesh,
Create new sales process by using following navigation
Admin-->Business procee management -->Data rules and assignment -->Sales Methodology-->Sales process
Also add 'Default probablity' for each 'sales stage'.
Then try creating new opportunity.Win probablity will get autopopulate based on sales stage selected.
Hope this answer your requirement.
Regards
Santosh Patil

Need help passing Sales Order header text to PO header texts

I would really appreciate if someone can help me with this. I am able to pass the line item texts using configuration (text linkage) but SAP does not provide a way to pass header level texts to PO. Any help is appreciated.

Message was edited by: B P
Message was edited by: B P
Message was edited by: B P

Query on Sales Assistant for Opportunity Transaction

Hello All,
We have configured the activities which the sales assistant has to perform the same is getting determined, however when we click on the particular activities the required activity is not getting created, please let me know if there any configurations which I am missing.
In the below screen shot the sales stage is selected as Demo.
The following activities below have been configured.
However now when I am clicking on the activities demo requirement discussion, I am getting the below message and the system does not take me to the particular activity instead I am getting the message below, when I click on okay the activity does not appear.
Kind Regards
Atul

Hi Nicolas,
Thanks for the reply appreciate the same, I created a new action profile Y_SALESASSITANT2 and defined a new action for the same YCUSTOMER APPOINTMENT1(screen shot attached)
The processing type parameter is set to be method call and the element(PROCESS_TYPE) is defined in Upper Case.(Screen shot attached)
The action profile is assigned to the transaction type YOPS
Maintained the required condition
I am checking my transaction in gui however the action does not get executed even after activating the same.
When I click on the action and click on activate the same does not get executed, please advice further.
Kind Regards
Atul

Authorization in Webclient on Sales Office for Opportunity and Activity

Hi all,
I am trying to set up ou authorization scenario in CRM 2007 Webclient.
I would like to restrict the access to Opportunities and Activities based on the Sales Office of the user.
I have set up the following objects:
CRM_ORD_LP and CRM_ORD_OE.
The USER is assigned to a Business Partner (Employee) which is assigned to a Position which is assigned to a Sales Group -> Sales Office -> Sales Org.. etc.
In SAP GUI this is working fine but in the Webclient I am able to create/edit and display opportunities and activities for all Sales Offices.
Please let me know!
BR,
//Anders
Edited by: Anders Grönwald on Dec 4, 2008 12:49 PM
Edited by: Anders Grönwald on Dec 4, 2008 12:55 PM

Hi Anders
Were you able to resolve this issue
If so could you indicate how this was achieved
Regards
Eddie

Removing Sales Stages under Opportunity

Hi,
I'm currently customizing in Oracle CRM on Demand. In the lay-out screen of Opportunities I want to remove (or edit) the field "Sales stage" because the company I'm working for uses different ones than the standard CRM on Demand ones. But when I want to remove Sales Stage from the Field Layout Screen I receive an error that says that it is a required field and that I’m unable to delete it. When I check out the status at the Field Setup it confirms the required status but because it is grayed out I can't make it "Unrequiered". Unfortunately I’m also unable to edit the pick list behind it. So basically I’m stuck with a useless field that I can't get rid of.
Any solution for my problem?
Kind Regards

Hello,
My understanding is you want to change the name of sales stages. There are some limitations on closed/won and closed/loss except this all stages are editable and you can insert new stages also.
Please follow the below steps :
Admin--> Business process--> data rules & Assignment--> Sales process--> Default sales process-->clik on sales stage and rename it.
Good luck
Cheers
Subbu

Opportunity create or change field condition

Hi All
a simple query...a functionality has to be added only when the opportunity is created or sales prospect field value is changed. That means create / change in prospect field value are the conditions to be checked before proceeding further.
How to achieve this in the simplest manner?
Thanks in advance.

Hi Dipesh
thanks for the reply
actually parties involved tab has to be populated.
I am using crm_ordar_maintain in order_save badi.
now the value to be populated depends on the sales prospect of opportunity. so in case sales prospect is changed the corresponding value to be populated should also change.
but since order_save gets triggered every time we save opportunity, I want to restrict it to create/ change in prospect field only.
hope m clear.
thanks

How to pass R/3 Sales org unit to CRM Sales order ?

Hi,
We are creating CRM sales order using FM ' <b>CRMXIF_ORDER_SAVE'</b>.
   We want to pass Sales Org. unit as '1101' ,but not getting updated in CRMD_ORDER tcode after SO gets created suxusfully.But Distribution Channel and Division are getting updated.
   But we are able to get the same if we give Sales Org. unit value as 'O 50000026',
and not by giving '1101'.
   Also we need this R/3 Sales Org. unit value dynamically using SELECT statement also.
   Pls let me know if anybody is aware of a solution for this..

Hi Nagesh,
Thanks for your reply.
If we pass R/3
wa_orgman-sales_org     = '1101'
wa_orgman-sales_office = '1101',
wa_orgman-sales_group = '105' ,
wa_orgman-dis_channel   = '01'.
wa_orgman-division      = '11'.
in the function module ,   sales order is getting created with errors saying Organizational Unit does not exist.
But If we give ,
wa_orgman-sales_org     = 'O 50000026'.
wa_orgman-sales_office = 'O 50000075'.
wa_orgman-sales_group = 'O 50000080'.
wa_orgman-dis_channel   = '01'.
wa_orgman-division      = '11'.
we could able to create order without errors.
For R/3 sales org ,the corresponding CRM sales unit is 'O 50000026'.
We want to pass R/3 sales org values instead of CRM sales values.
And this R/3 sales org values have to be selected dynamically from a table.
Pls help us to solve this issue.
Regards,
Siva

Sales stage default for Opportunity

Hi,
i have configured few sales stages for opportunity. Here one of the sales stage is " Identification :".
My requirement is to make this sales stage ( identification ) as default in opportunity.
Curretly working on crm 7.0
Please give me any inputs to solve this issue
Thanks & Regards
kishore kumar

It's not possible with customazing but you can do it very simple with the implementation of badi CRM_OPPORT_H_BADI. in the badi just write the following code...
IF is_opport_h_wrk-curr_phase IS INITIAL.
    CASE ev_process_type.
      WHEN 'ZOPQ'.
        cs_opport_h_badi-curr_phase = 'ZQ1'.
      WHEN 'ZOPT'.
        cs_opport_h_badi-curr_phase = 'ZT1'.
    ENDCASE.
ENDIF.
ZOPQ and ZOPT stands for opportunity type that you customized. And ZQ1 and ZT1 stands for sales phase to be set as initial, depending on transaction type.
Regards.

Problem in passing Modified date through Go url

Hi All
I am trying to pass parameters through url to report.
Its working fine and passing row id of the record but when i try to pass modified date also, it takes me to no result view where i can see that value has been passed to report but the results are not filtered, instead no result view.
While passing date in url as parameter do we have extra consideration?
Anybody has faced smilar kind of scenario.

I am getting the following error when trying to pass modified date for oppty.
Error getting drill information: SELECT Opportunity.Name saw_0, Opportunity."Opportunity ID" saw_1, Opportunity."Sales Type" saw_2, Opportunity.Priority saw_3, Opportunity."Last Modified" saw_4 FROM "Opportunity Lists" WHERE (Opportunity."Opportunity ID" = 'AAPA-6EEC9X') AND (Opportunity."Last Modified" = timestamp '0000-00-00 00:00:00')
Error Details
Error Codes: YQCO4T56:OPR4ONWY:U9IM8TAC:OI2DL65P
Odbc driver returned an error (SQLExecDirectW).
State: HY000. Code: 10058. [NQODBC] [SQL_STATE: HY000] [nQSError: 10058] A general error has occurred. [nQSError: 46048] Datetime Month value 0 from 0000-00-01 is out of range. (HY000)
SQL Issued: {call NQSGetLevelDrillability('SELECT Opportunity.Name saw_0, Opportunity."Opportunity ID" saw_1, Opportunity."Sales Type" saw_2, Opportunity.Priority saw_3, Opportunity."Last Modified" saw_4 FROM "Opportunity Lists" WHERE (Opportunity."Opportunity ID" = ''AAPA-6EEC9X'') AND (Opportunity."Last Modified" = timestamp ''0000-00-00 00:00:00'')')

Pass sales prospect to opportunity

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