Pipeline Performance filter on transaction type?

Dear all,
We are currently working at one of our customers on a CRM 2007 (6.0) and I had two questions regarding Pipeline performance.
1) If you define 2 different opportunity types, is there a way that you can filter the pipeline performance so that only one of the two opportunity types is taken into account to calculate the sales pipeline?
2) Is it possible to add some extra filtercriteria in the filter right above the graph (eg. target to date graph, you can only filter on 'first quarter shown', 'last quarter shown', 'owner', 'relevant for forecast', 'sales team', I would like to add 'opportunity group' to that list).
Thanks in advance!
Yasmine

hav you tried using solution keys....
for e.g u hav defined 2 solution 1 america and 2 india...now india users can';t see the mesage for america....
this can be achieved by using Solution keys
goto DSWP where you get the list of all solutions if by default some solution open click back button u wil be navigated to the main screen of all solutions
now from SAP Menu goto ->Technical information
This will display solution and ID which you can assign to the users.
Hope it solve ur problem
Regards
Prakhar

Similar Messages

  • Filter Agent Inbox statuses by Transaction type

    Hi,
    We have 100 inbox statuses mapped to different tranaction type and status profile. Now when we see big list of inbox statuses when searching for the transactions in the agent inbox.
    Is there a way to display only the transaction specific statuses? i.e when I select a transaction type to search only the inbox statuses mapped to the transaction type to be displayed.
    Rgds,
    Shridhar

    Hello,
    I don't think we can filter by Inspection Lot Type in BAPI_INSPLOT_GETLIST,
    I would try below options,
    Option 1:
    You can filter via BAPI_INSPLOT_GETDETAIL  that is First pass the Insp Lot number to Detail retrieve the Details and then go for filtering as suggested by SOM
    Option2:
    Use "RFC_READ_TABLE" and pass the relevant QM Table name or View name to RFC and fetch the desired results
    Option3:
    Write Custom RFC (z-rfc)
    Hope this helps!!
    Regards,
    Adarsh

  • Pipeline Performance Management

    Do we need consistent settings from ECC to CRM for PPM configuration?

    try setting this customazing...
     Fiscal year variants for pipeline performance management (PPM) under   Transactions  > Settings for Opportunities  > Pipeline Performance Management  > Maintain Fiscal Year Variant  .
     The fiscal year variant that you would like to use to convert an existing quota plan based on the calendar year under   Transactions  >Settings for Opportunities  >Pipeline Performance Management  >Define Calendar >Year to Fiscal Variant Conversion  .
     Whether your PPM planning is based on the calendar year or a fiscal year under   Transactions  >Settings for Opportunities  >Pipeline Performance Management  >Define Planning Period Type  .
    Regards.

  • Restrict output of opportunities by transaction type on BP overview

    Hi,
    When looking at the Opportunities assignment block in the BP overview, I need to restrict the opportunities to show only those with a certain transaction type.
    Can someone suggest the best way to go about doing this?  I guess it is going to involve some coding, but can you suggest how / where this can be done?
    Thanks
    Matt.

    Matt,
    The problem with the approach you suggested is the system gets the first 100 or however it is configured opportunities.  That means say you have
    300 oppportunities out of which 100 are the type you don't want to see and 200 are what you want to see.  You could then end up with only 50 displayed instead of the max limit via the filter.  In addition the performance hit of filtering after the database search would not be recommended.
    That's why there is a badi provided to fine tune the filtering in order to provide a more consistent result.  Also that type of filtering is not a good idea to build in the UI component level, but rather in the BOL level and below.  It will prevent you from having to reimplement the logic upon any future upgrades or enhancement packs.  If you are already on CRM 7 not as much of concern, but if you are on CRM 2007 I would use the badi instead.  Honestly I personally only do component enhancements when a BADI is not available to achieve what I want.
    Take care,
    Stephen

  • Asset Transaction Type issue

    Dear Seniors,
    We have uploaded the assets on 31.12.2007.  Now, when we are trying to do ABAON the following error is coming.  plz. help.  Values are there in AW01N.
    Posting with trans.type 260 not possible (No acquisition posted)
    Message no. AA324
    Diagnosis
    Transaction type 260 belongs to a transaction type group, which can only be used to post to assets to which posting has already been performed. However, no postings have been made to this asset.
    Procedure
    Use a transaction type from a transaction type group, which can be used for the first acquisition to an asset.
    I tried with all the transaction types also.  nothing is working.  Can u suggest something.
    Regards

    Hi Yun,
    You can restrict at transaction code level.
    Regards,
    Mukthar

  • Transaction Type Wizard freezes

    Transaction Type Wizard freezes while trying to Setup for Transaction type Position Transaction.
    After the step where I key in the From and To Char for Attribute Name Organization description , and Click Finish, the Transaction Type wizard freezes for around 10 mins before it comes back.
    Is there way to take care of this performance.

    Hi,
    Your finding is correct.
    As "WIP assembly scrap" transaction for 200 qty. system will not allow to reserve the same stock qty again.
    200 qty Stock is reserved.
    Available to Reserve: The available quantity of an item you can reserve across an organization.
    Available to Transact: The available quantity of an item you can transact across an organization
    Thanks
    NS

  • Create transport request based on SDMI transaction type

    Hello,
    a customer of mine intends to use transaction type SDMI in a kind of unusual way. He only creates SDMIs without creating projects, cycles or change requests in ChaRM. He uses a customized copy of the normal correction to track his changes and now needs to activate the functionality to create transport requests as an auditor requirement.
    As I'm not proficient in ChaRM, I would like to know if that is at all possible.
    Assuming it is possible, what would be the preferences to use action "Create Transport Request" regarding IBase etc.?
    Assuming it is not possible, what would be necessary as a minimum to establish the link to the respective system in which the transport request should be created to get that action working, a maintenance cycle? How is the maintenance cycle linked to the ticket?
    That are a lot of questions, and it would be highly appreciated if somebody could lighten up the fog there for me.
    Thank you in advance!
    Kind regards,
    Emanuel

    Hi,
    1) Do I need to perform any steps in the task list before ChaRM can be used?
    No once task list is in active state and sdmn is created for ur project u can start using charms
    2) How is the maintenance cycle ticket (SDMN) linked to the change requests? Is this linkage done in the SDCR ticket via the maintenance project in the "Customer fields", where solution, maintenance project etc. can be assigned? Or is this implicitly done by the chosen IBase?
    Yes everything is dependent on IBASE and logical component.
    Check this links
    https://websmp202.sap-ag.de/~sapdownload/011000358700000657692007E/ECTS_CHARM_SP12.PDF
    /people/dolores.correa/blog/2008/07/26/first-steps-to-work-with-change-request-management-scenario
    http://help.sap.com/saphelp_sm32/helpdata/en/0c/5b2160f6fa4b83a3674a210b1cdeb0/content.htm
    Check SMP/SDN
    https://websmp208.sap-ag.de/changecontrol
    Resources on CTS+ [original link is broken]
    Hope it solves ur queries
    Regards
    Prakhar

  • New G/L account assigment MATD Excise Transaction Type

    Hi expert
    I need to assign a new G/L while performing TCode J1is,i am using Red Doc Type MATD
    Regard
    Nabil

    Hi
    I need to assign new G/l account for Excise Transaction Type MATD, and when i take Excise Transaction Type OTHR BED amount disappears in J1IS after clicking Enter button.
    Have you maintain assessable  value in J1ID for your material ? check J1ID setting for your material and plant ,vendor,material chapter ID and cenvate determination
    check it
    Regards
    Kailas ugale

  • Changing the Scheduling Level option in transaction type setup in OM.

    We have the transaction type setup for a regular sales order (being fulfilled from an internal warehouse) with 'Scheduling Level' as 'Allow all scheduling options'.
    We are planning to change this setup to 'No Reservations'.
    We need to find out ALL the impacts this might have in our entire order processing cycle in standard Oracle Order Management.
    Is there any document or impact if we change the setup?
    Thanks
    Mohan.

    By changing this option - You can perform all scheduling functions except for reserving inventory. You will be able to use ATPable items, and schedule all items, but you will not be able to create reservations from the sales order window.
    I don't see any issue if you dodn't want to do manual reservation,....

  • How to avoid replication of certain transaction types

    Hi all,
      Contract is created in the R/3 system of transaction type Z111. This transaction type is not created in CRM in the SPRO(customer relationship management -> Transactions ->basic settings -> Define transaction types). This means documents of this transaction type cannot be created in CRM or documents created in R/3 should not be replicated to CRM.
    How to avoid the documents created in R/3 of transaction type Z111 from being replicated to R/3. Should some settings be done in transaction "FIBF" in R/3???
    Any idea.
    Thanks in advance
    Jothi

    Hi Gun,
      Thanks for the answer. In salescontract (Tcode R3AC1) the following filter condition is defined.
    Table - vbak
    field -auart
    Value - z910
    Incl/Excl - inclusive defined set/array
    But the value z900 is not specifed. The Bus_trans_msg which gets replicated into CRM is of type z900.
    Hence any idea.
    Can an additional filter be added saying as follows to prevent replication of Z900 like this.
    Table - vbak
    field -auart
    value - z900
    Incl/Excl - space
    Will this solve the problem.
    Best regards
    Jothi

  • Customized transaction type not working

    In Change Request Management, we have copied a transaction type from "Normal Correction" and tried to customize it.  We have also copied a new action profile for this new transaction type.  And copied exactly the same action conditions.  However, when I trigger action "Set to 'In Development' " and save the change.  Status of the message does not change to "In Development" as "Normal Correction" did.
    Is there any setting missing that I should do?

    Hi Martin,
    have you followed the instruction in the IMG, when copying the transaction type?
    IMG: SPRO -> Configuration -> Scenario-Specific Settings -> Change Request Management -> Important Information
    See copy of the IMG activity below:
    IMG ###########################
    <i>Important Information</i>
    Before you start to configure Change Request Management, make sure that you have performed all the Solution Manager IMG activities under the following nodes:
    Solution Manager -> Basic Settings
    Solution Manager -> Scenario-Specific Settings -> General Settings
    When you copy the standard Change Request Customizing into customer namespace, you should just change the first character to Y or Z e.g. SDCR -> YDCR or ZDCR but not Z1CR, if you change more characters you should be aware that modifications will be necessary and it is not standard SAP. This restriction is required for all CRM related objects like catalog, transaction type, status schema ...
    Ruediger

  • SET Sub Transaction type to value IP

    Hi guru's,
    I want to set the value of field Sub Transaction type to value 'IP' if Excise tax indicator for vendor (J_1IMOVEND-J_1IEXCIVE)
    is '2'. in migo
    so please suggest me some User exit or BADI to perform the task.
    I have used the userexit J_1I7_USEREXIT_UPDATE_STYPE but nothing has happen.
    so please help me.
    thanks
    mann

    hi,
    Please refer Note 1033650 - Budget 2007-08 (SECess) changes for J1IEX /MIGO.
    Regards
    ronny

  • CIN Excise Transaction Types / Sub Transaction Type

    Dear Sir,
    In CIN , what is the purpose of using Excise Transaction Type , Excise Transaction Sub Types .
    During the posting of Excise Invoice (Tcode J1IEX) , how SAP determine that Excise Transaction Type is "GRPO" . Does the determination of Excise Transaction Type is based upon the Purchase Order or any thing else .
    Request you to kindly help on the above please .
    Award of full point is assured please .
    With Regards
    B Mital

    Hi,
    Excise Transaction type  is the main type in excise  like document in Purchase order.
    Whenever any excise related transaction are performed  taxes will be sitting in the G/L account.
    configuration
    In SPRO->Logistics General->-Tax on Goods movement-> India> Account determination--> Specify G/L accounts per excise.
    In this only the excise group and the Excise transaction type are mentioned and the relevant G/L accounts are mentioned.
    If additional duty is involved in the Excise( say in Mumbai(OCTROI) it will be classfied under sub Excise transaction type.
    GRPO is the excise transaction type for Good Receipt with P.O
    You can go thro the drop down in the ETT for other related excise transaction types.
    For capitals goods it will be different.
    G.Ganesh Kumar

  • Delete Entrie Transaction Type(YMCR, YMHF )

    Hi Experts,
    I want to delete the complete Trasaction type YMCR, YMHF so that i can again create the copy of it with standard setting and make use of this transaction types. I have tried updating it with Solman_Setup but it is giving Dump while Updating. So is there any way we can Delete Entrie transaction type and create Fresh Ones.
    I require this beacuse i dont have any names left to create it into the system. i have Z, Y, ZZ ,YY . So delete is necessary.
    Regards,
    Shashank Sahu

    Hi Shashank,
    if you perform the "hard delete" described by Suhel, please be Aware of the already (under These Transaction types) created tickets! The delete Action is not possible of there still tickets under These Transaction types!
    Regards,
    Robert

  • Inventory - Transaction Type - Information Request

    Hi,
    I was looking to use a Standard or Custom Transaction type, to bring in a material to a Non-Nettable Subinventory. These Transaction should not increase/decrease or impact any costing/accounting.
    So, what Transaction Type can be used and what are set-up changes needs to be done to achieve this?
    Thanks,
    Gowri

    A transaction type is the combination of a 'transaction source type' and a 'transaction action'.
    Use the Transaction Types window to define additional transaction types to customize transaction entry. A user-defined transaction type is a combination of a user-defined 'transaction source type' and a predefined 'transaction action'.
    For example, if you frequently donate items to charity, you might want to define a transaction source type called "Charity" and a transaction type called "Issue to Charity". In this case, the transaction action would be Issue from Stores. You would then use the Miscellaneous Transactions window to actually issue an item to charity, using the "Issue to Charity" transaction type. You would also specify the actual charity to which you are issuing, such as Goodwill, and the expense account that specifies the source (Goodwill).
    You must specify a transaction type when you perform a miscellaneous receipt or issue, a subinventory transfer, a WIP transaction, or an inter-organization transfer. Therefore, when you create a user-defined transaction type, you can only choose one of the following transaction actions and transaction source types:
    Hope, it will assist you to take decesion

Maybe you are looking for

  • Slow performance since installing Mavericks

    Our Mac is used by four seperate users with their own log in's.  Since installation of Mavericks the performance for two of the users has slowed dramatically to where they get "beachball" for minutes at a time. The other two users don't experience an

  • Tracking memory usage

    I have run to a memory limitation problem with my MIDP 1 application. So I'm trying to track memory usage. However I found out that WTK memory monitor gives me different results then Runtime memory functions (by calling Runtime.getRuntime().freeMemor

  • Problem with getting actual value in Row row=iter.getCurrentRow();

    hi, the use case is as follows: in master-details, on detail table there are 2 columns with checkbox and username. when user clicks checks, the username text item is populated with current user value in respective row. <af:column sortProperty="#{bind

  • Sync Folders in Automator

    I need to sync files between my computer and my usb flash drive. I used to use the Briefcase tool when I had a windows computer, but i notice now that mac doesn't have an equivalent. It was recommended that I use the Sync Folders action in Automator,

  • Error: KERN_INVALID_ADDRESS

    Hi there, I have the following error with x-plane, when it finishes to load the application close and this error is returned. U  ntil last days it has always worked properly but now I am not able to open the application.Any suggestion or tip? thank y