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

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Status field in Opportunity

I need to get Status field data in my report, could you please give the table name from where can i get this field data...

My suggestion would be to use functin module (se37) CRM_STATUS_READ_OW which returns statuses for guid.
In this way you don't need to bother about tables.
regards.

Trying to cancel subscription. I get to the manage link for service or product for which I want to cancel the subscription. There's no Renewal Status field. Please help

Trying to cancel subscription. I get to the manage link for service or product for which I want to cancel the subscription. There's no Renewal Status field. Please help

Hi elizabetht49548035,
I see that you have an Acrobat Pro subscription. To cancel that, please Contact Customer Care. Choose Acrobat from the top drop-down menu, and then choose Membership, Account, and Payment. Click the blue "Still Need Help?" button at the bottom of the page to find both phone and chat options.
Best,
Sara

Closed Date populated once saved new opportunity

Hi all,
I have a situation here where when I change a "Status" field value to Won / Lost, the "Reason for Won / Lost" field will become mandatory field.
Then when I save the opportunity, the "Closed Date" field will be auto populated to the current date.
May I know how do I achieve this?
Thanks and appreciate for help
Regards,
Anson

Hi !
You'll have to do 2 different things :
1 - For the "Closed Date" field, you'll have to create a workflow rule on opportunity, the trigger event is before modified record saved. The condition will be like this :
*([<SalesStage>]="Close/Won" OR [<SalesStage>]="Close/Lost") AND PRE('<SalesStage>')<>[<SalesStage>]*
And the action of this workflow is to update the field Closed Date with the value Today(). Don't forget to check the box Overwrite Existing Values.
2 - For the "Reason for Won / Lost" field, you'll have to modify the Sales Process. If you're using the standard sales process, I hardly recommend to create custom one in order not to modify the standard one. This will help if you want to get back to the standard, or if you wan't to know how the standard is. And this advice concern every standard thing in OnDemand (Roles, Profiles, Layouts, ...).
Go to Admin >>> Data Rule & Assignment >>> Sales Processes. There you can create your own.
Then go on the Sales stage "Close/Lost", and here you can define the fields you wan't to be mandatory, in the Additional Required Fields section.
Hope this will help, feel free to ask more !
Max

STATUS Field isBlank on AP_INVOICES_INTERFACE table but REQUEST_ID is there

Hi All,
After running Payables Open Interface Import, I see Request_id is populated on AP_INVOICES_INTERFACE Table but STATUS field is still blank and i don't see any error details on AP_INTERFACE_REJECTIONS_TABLE as well for these invoices and ofcourse not in Base tables. I am under the impressions that, when ever This Standard Import is run, it will update Request_ID along with STATUS field to either PROCESSED or REJECTED. But in my case only request_id populated but not STATUS. Does anyone had faced this? and what could be the case?
Thank you.

Hello,
Does the report output show whether records have been processed?
Else check whether ORG_ID and SOURCE (Note: the source name must be setup in Payables lookups setup) are correctly populated in AP_INVOICES_INTERFACE.
Vik

Adding Z field in Opportunity search and result view BT111S_OPPT/Search

Hi,
I have been searching this forum on adding Z fields in search and result view but couldnt find the precise information.
We have Z field in ultimately residing in BUT000.
Now when this field is used in BP_HEAD_SEARCH for search and result, it could be easily done via configuration. (since the field was added to CRMT_BUPA_IL_HEADER_SEARCH during EEWB extension.
Now, the requirement is to add the fields in Opportunity BT111S_OPPT/Search & BT111S_OPPT/Result.
I am confused with regard to the approach we need to use to get this field in search and result.
I thought the easiest option is to add the Model node and and give the BOL attribute. This works fine but I can't see this field (with dynamic getter/setter) in the UI configuration.
During the attribute creation wizard, I gave BOL entity as BTQROpp (system defaulted) and the relation was
BTADVSOpp/BTOrderHeader/BTHeaderPartnerSet/BTPartnerAll/BTBusinessPartner/ZZZGEOG_REGI
is this correct? or am I doing something wrong?
Why can't I see the fields in configuration?
So alternatively I created a field through AET and i could see this field is in the structure and in UI config, but what logic I need to put to retrieve the value?
Any advice?
Many thanks in advance for your help
Rakesh

Hi Rakesh,
Please follow below steps:
1. Append your custom field to structure associated with your search/result structure.
2. After you append this field to structure, this field would be available in context node.
3. Check if the field is reflected in available fields in configuration.
4. If field is not present in configuration then please follow steps stated by me in:
Re: New Column can not be added in chtmlb:configTable
5. Once you add this field to design layer, you would be able to configure it to your search query. Check if your query works with this field.
If not then please go through below forum :
Re: BADI for Claims search in trade promotion management
Let me know if this helps.
Regards,
Bhushan

Workflow based on created date field in opportunity?

Hi All,
Can we write a workflow based on created date field in opportunity that if a opportunity record has not been modified after say 90 days,what will be the workflow syntax.
I just want an email notification to owner and owner's manager.
Thanks in advance,
Manish.

I think you can use the WAIT workflow using Duration('P90D') then Send Email, triggering it upon save and upon modification. Make sure that the Re-evaluate Rule Conditions After Wait option is checked so that the previous WAIT would be reset upon modification.
Edited by: marcocollado on Aug 31, 2012 5:57 AM

Auto-populating Infopath fields from a Sharepoint list after selecting a drop down

I currently have two lists one titled 'Book of Work' which holds details around on-going projects and the other titled 'Book of Work Amendments' which are requests submitted by users to change project details (through an infopath form).
There is a column in the BoW Amendments list entitled 'Select Project' which has a lookup to 'Project Name' in the BoW list. The aim is that when a user chooses an option from the 'Select Project' drop-down, other fields in the form such as 'Project Manager',
'Project Description' will be automatically populated with data from that row in the BoW table.
I have connected both Sharepoint Lists as data connections with BoW Amendments being the primary and BoW the secondary. If we take the Project Manager field as an example the method I have attempted is as follows:
. Create a rule with condition Select Project is not blank
. Action - Set a field's value: Field: Project Manager (BoW Amendments - Primary) Value:
Project Manager (BoW - Secondary) Add Filter: Project_Name (BoW - Secondary) =
Select Project (BoW - Primary)
Currently this is not populating the field when the project is selected in the drop down, any assistance would be greatly appreciated.

Hi Josh,
This should be straight forward. You do not need BOW Amend data connection. You are creating requests in this list so this will be your Main Data Connection.
When creating the rule on the drop down, select Action:
Condition: anytime the value changes, Set a field's value - Project Manager (Main); Value - Project Manager(BOW) where Project[BOW] = Project [Main]
Hope it helps.
Regards, Kapil ***Please mark answer as Helpful or Answered after consideration***

How to auto populating the field in MS crm

How to auto populating the field in MS crm

Hi,
To populate URL of account based on account name please refer this link.
If you are asking about the address auto populate/complete refer this link
To Retrieve from other entity and populate the fields, for example on entering the account name in opportunity form the fields from account form like Sector, Region can be retrieved and can be auto populated in opportunity form using Odata as follows.
Call the function getAccountDetails in onchange event of Companyname. Do not forget to add Jquery and Json in libraries.
function getAccountDetails() {
var companyName = Xrm.Page.getAttribute("customerid").getValue();
if ((companyName != null)) {
var companyNameValue = companyName[0].name;
var companyNameID = companyName[0].id;
var serverUrl = Xrm.Page.context.getServerUrl();
//The XRM OData end-point
var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";
var odataSetName = "AccountSet";
var odataSelect = serverUrl + ODATA_ENDPOINT + "/" + odataSetName + "(guid'" + companyNameID + "')";
//alert(odataSelect);
$.ajax({
type: "GET",
contentType: "application/json; charset=utf-8",
datatype: "json",
url: odataSelect,
beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader("Accept", "application/json"); },
success: function (data, textStatus, XmlHttpRequest) {
var result_account = data.d;
var name;
var Id;
var entityType;
//replace the fields with the fields on your entity
Xrm.Page.getAttribute("new_sector").setValue(result_account.new_Sector.Value);
Xrm.Page.getAttribute("new_region").setValue(result_account.new_Region.Value);
error: function (XmlHttpRequest, textStatus, errorThrown) { alert('OData Select Failed: ' + odataSelect); }
Also as another option if you donot wat the java script then you can go for a workflow to poplate, please refer this link: https://www.powerobjects.com/blog/2013/11/25/retrieving-data-from-a-related-entity-crm-2013/
Regards, Rekha.J

CATS_DA Processing Status field

Hi, Experts:
Is there a way to display the description of the processing status field in tcode CATS_DA? I would rather have the numerical code and text instead of the color-coded icon. Anyone have a response on this??
thanks,
Jack
Edited by: HCM_Jack on Apr 19, 2011 9:14 AM

We have decided to remove the status indicator from the output display but use it as the highest sort in the output. This will display all the NON approved records first. Then, we know that if the approved date and approved by fields are populated the records were approved. If these fields are NOT populated they were not approved or rejected. This solution was most viable for the time frame to get this done.
Thanks,
HCM_Jack

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

User Exit in VA02 for Warranty Status field change

Hi Gurus,
Can any one pls suggest the user exit that gets trigerred when there is a Warranty Status Field change in the Repair Order of Order type ZRAS and when the change occurs it has to update the work center of the Corresponding Service Order.
Pls help me with this issue.
Regards,
VIJAYB.

Transaction Code - VA02                     Change Sales Order
Enhancement/ Business Add-in            Description
Enhancement
V60F0001                                SD Billing plan (customer enhancement) diff. to billing plan
V46H0001                                SD Customer functions for resource-related billing
V45W0001                                SD Service Management: Forward Contract Data to Item
V45S0004                                Effectivity type in sales order
V45S0003                                MRP-relevance for incomplete configuration
V45S0001                                Update sales document from configuration
V45P0001                                SD customer function for cross-company code sales
V45L0001                                SD component supplier processing (customer enhancements)
V45E0002                                Data transfer in procurement elements (PRreq., assembly)
V45E0001                                Update the purchase order from the sales order
V45A0004                                Copy packing proposal
V45A0003                                Collector for customer function modulpool MV45A
V45A0002                                Predefine sold-to party in sales document
V45A0001                                Determine alternative materials for product selection
SDTRM001                                Reschedule schedule lines without a new ATP check
Business Add-in
BADI_SD_SCH_GETWAGFZ                    Scheduling Agreement: Read WAGFZ from S073
BADI_SD_V46H0001                        SD Customer functions for resource-related billing
No.of Exits:         15
No.of BADis:          2

Object Types in User Status profile for Investment managment

Is there any one who has idea about what object types should I select in User Status Profile for Investment management . this is very urgent .
Regards
Rama Shanker Sharma

Dear Ram,
User Status can be maintained in the system as foll
Maintain the Status Profile first in OK02
Status no       Status        Short text         Initial status flag    lowest    Highest
10                  NBU            Not Budgeted             ^                10          20
20                  BUD           Budgeted                                      10          20
in
Status
NBU
maintain the required fields as required by your process requirement
Material purchase order
Material purchase requisition
Partially release project
Release etc
and define each line item weather it should be No influence/Allowed/Warning/Forbidden/No Action/Set/Delete
Repeat the same logic for
Status
BUD
I hope this solves your problem, if not please write in detail your requirement.
Regards,
Vikat Verlekar

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

How to change status fields for delivery vl01n or vl02n

Hi guys, I am new here.
I would like to ask how can we change the status field (LFSTK & LFGSK) in internal table IT_XVBUK and IT_XVBUP after we manipulate the quantities in the delivery order screen. I have tried BADI = LE_SHP_DELIVERY_PROC, Method = SAVE_DOCUMENT_PREPARE, but unfortunately, I can't change those status field from there. Is there any other alternative(eg user exits etc). Please help.
Many thanks.
weng

You can script it. So on you docReady event put xfa.form["#subform"].locale="en_CA" or "en_US". Or even assign it from a value in an xml element.
Kyle

Populating Status field in Opportunity management

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