Provide visibility of a parent account's opportunity to the children

Is there any method or mechanism available to provide visibility of an opportunity created for a parent account to the children accounts?
We have a scenario where opportunities will be created at the top level that we need to give those accounts below visibility.
We hope to accomplish this within CRM on Demand using workflows, configuration, or perhaps javascripting.

You can build a report, passing Parent Account Id as prompt and display report as related information, if you just want to display the parent opportunities.
regards
Goud

Similar Messages

Parent -Account Name

Mike...
My Case Statement to create the formula that is no Parent Exists use Account Name else use Parent Name is not working...yours did in seconds (when you did it so speedy I was wow)...is the field not null? This is the statement I am using...it returns in the Pivot as "Unspecified" (that is also what it exists in the Pivot for just parent field normal if you aggregate by that as a row)
CASE WHEN Account."Parent Account" IS NULL THEN Account."Account Name" ELSE Account."Parent Account" END
Thanks Debbie

The Parent Account field is populated with 'Unspecified' in the data warehouse when no parent account is identified. The formula is:
CASE WHEN Account."Parent Account" = 'Unspecified' THEN Account."Account Name" ELSE Account."Parent Account" END
Mike L

Account parent/child - easy way to see the children?

We're making extensive use of Account parent/child relationships. When you are viewing an Account, it is very easy to see the parent Account. Navigating to the parent is very easy. Users are requesting an Account related list that shows the children Accounts and the ability to easily navigate to a child Account. Is this capability possible?
Regards,
Jeff

Jeff, when you are in the detailed view of a parent account there is a subobject called "Sub Accounts" which show all the child accounts for that parent.

JoinFieldValue Between account and opportunity

Hi,
I created two fields with the same name in account and opportunty :"number of building"
The need is the following: two fields "number of building" in two objects (account and opportunity). The user will fill "number of building" in account and it must be automatically fill in "number of building" on the opportunity.
I decided to create a JoinFieldValue in "number of building" opportunity field.
JoinFieldValue('<Account>',[<AccountId>],'<iNombre_btiments_ITAG>')
And I ticked the postdefault box.
The issue is the following: when I fill the "number of building" in the account object, it doesn't fill automatically the "number of building" in the opportunity...
Do I need to create a workflow?
Can someonge help me on this issue?
Thank you,
Regards

The solution you describe will work when a new Opportunity is created and associated to an existing Account which already has a value in this field.
Keep in mind that default values only get addressed upon record creation - updating the record (or associated record) will do nothing.
You can use workflow to update the field value later using a Before Modified Record Saved trigger event on Opportunity. In this scenario, every time the Opportunity is updated it could grab the field value from the related Account.
What you CAN"T do is what you describe below - have an update on the Account record trigger a field update on a child record. Just doesn't work that way. Your only option would be web services.
BTW - this is not an Analytics question, so you should post to the Administrator forum.

Want to use parental controls to prevent myself from being able to be on certain websites, but i can't do so on my account because i'm the administrator and parental controls don't work with the administrator. How can i do this?

go on certain websites, but i can't use parental controls on my account because i'm the administrator. How do i prevent access to websites?

Thanks for the reply, BUT --- i can't fool myself. I can make all the other accounts i want, but i'll still be able to get into the admin account and therefore have access to the websites i don't want to have access to. Is there a way to block websites from ALL accounts?

Crm plugin issue when updating parent account field in account.

Hi ,
In my CRM Application ( CRM 2011) we have accounts and contacts. when account parent account is updated their contacts owner id will be updated in crm db server and external server using notification service which is called by pulgin.
so in one of my account has 6000+ contacts ,when updating accounts parent account id from crm , screen disabled and after 4 to 6 mins sql error message screen displayed.
below is the eventviewer log ,
The Web Service plug-in failed in OrganizationId: 457b2390-e086-485f-9b05-
094f6410abef;
SdkMessageProcessingStepId: 63cdbb1b-ea3e-db11-86a7-000a3a5473e8; EntityName: account; Stage: 30;
MessageName: Update; AssemblyName: Microsoft.Crm.Extensibility.InternalOperationPlugin, Microsoft.Crm.ObjectModel,
Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35;
ClassName: Microsoft.Crm.Extensibility.InternalOperationPlugin;
Exception: Unhandled Exception: System.Threading.ThreadAbortException: Thread was being aborted.
   at System.RuntimeMethodHandle.InvokeMethod(Object target, Object[] arguments, Signature sig, Boolean constructor)
   at System.Reflection.RuntimeMethodInfo.UnsafeInvokeInternal(Object obj, Object[] parameters, Object[] arguments)
   at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr,
Binder binder, Object[] parameters, CultureInfo culture)
   at System.Web.Services.Protocols.LogicalMethodInfo.Invoke(Object target, Object[] values)
   at Microsoft.Crm.Extensibility.InternalOperationPlugin.Execute(IServiceProvider serviceProvider)
   at Microsoft.Crm.Extensibility.V5PluginProxyStep.ExecuteInternal(PipelineExecutionContext context)
   at Microsoft.Crm.Extensibility.VersionedPluginProxyStepBase.Execute(PipelineExecutionContext context)
If i debug the account update code plugin it seems to be working fine (means updated parent account id and contacts ). if i remove debugger and hit on save from crm , throws error.
this is high priority issues , im struggling from past 3 days could get any solution.
if any one helps really appreciated.

First.
If you use plugin for send information to any external system you create small intergation.
For integration use must create async plugin. On your trace ( account; Stage: 30;) you use sync plugin.
Second
For increment CRM timeout add reg key OLEDBTimeout.
about this key you can read from microsoft
support
good luck

Allocation from a parent account

Hi Allocation Experts,
I have an allocation driver which is a parent account. When i give the parent account member in the USING, validation is complaining that member in allocation rule is not a base member.
What approach should i take? In below script NETSALES is a parent account.
Thanks in advance.
*XDIM_MEMBERSET P_CC=Japan,China,Australia
*XDIM_MEMBERSET CATEGORY=FORECAST
*XDIM_MEMBERSET RPTCURRENCY=LC
*XDIM_MEMBERSET P_ACTIVITY=A005
//how does it do when we don't loop on product
*FOR %CURRENTITY%=China,Japan,Australia
*FOR %CURRPERIOD%=2010.JAN,2010.FEB
*RUNALLOCATION
*FACTOR=USING/TOTAL
*DIM P_ACCT        WHAT=NETSALES;                WHERE=RULE1;                 USING=NETSALES; TOTAL=<<<
*DIM P_DATASRC WHAT=MANUAL;                    WHERE=ALLOC_PCT;        USING=MANUAL;    TOTAL=<<<
*DIM TIME             WHAT=NOTIME;                     WHERE=%CURRPERIOD%; USING=<<<;           TOTAL=<<<
*DIM P_CC           WHAT=China;                         WHERE=%CURRENTITY%;                     USING=<<<;           TOTAL=<<<
*DIM P_ACTIVITY WHAT=A005;                          WHERE=<<<;                     USING=<<<;           TOTAL=<<<
*DIM RPTCURRENCY WHAT=LC;                       WHERE=<<<;                     USING=<<<;           TOTAL=<<<
*DIM CATEGORY           WHAT=FORECAST;        WHERE=<<<;                     USING=<<<;           TOTAL=<<<
*DIM PRODUCT           WHAT=PPPP;                   WHERE=BAS(TOPPRODUCT);   USING=<<<;           TOTAL=<<<
*ENDALLOCATION
*NEXT
*NEXT
*COMMIT

Hi,
How to calculate those totals depends of where you can store them. For example, if intersection of P_ACCT = RULE1, P_DATASRC = MANUAL, P_ACTIVITY = A005, CATEGORY = FORECAST, PRODUCT = BAS(TOTPRODUCT) stores no data you can store those totals there by the following script:
*XDIM_MEMBERSET P_DATASRC = MANUAL
*XDIM_MEMBERSET P_ACTIVITY = A005
*XDIM_MEMBERSET CATEGORY = FORECAST
*XDIM_MEMBERSET PRODUCT = BAS(TOTPRODUCT)
*WHEN P_ACCT
*IS BAS(NETSALES)
*REC(FACTOR = 1, P_ACCT = RULE1)
*ENDWHEN
*FOR...
*DIM P_ACCT WHAT=NETSALES; WHERE=RULE1; USING=<<<; TOTAL=<<<
*DIM P_DATASRC WHAT=MANUAL; WHERE=ALLOC_PCT; USING=MANUAL; TOTAL=<<<
*DIM TIME WHAT=NOTIME; WHERE=%CURRPERIOD%; USING=<<<; TOTAL=<<<
*DIM P_CC WHAT=China; WHERE=%CURRENTITY%; USING=<<<; TOTAL=<<<
*DIM P_ACTIVITY WHAT=A005; WHERE=<<<; USING=<<<; TOTAL=<<<
*DIM RPTCURRENCY WHAT=LC; WHERE=<<<; USING=<<<; TOTAL=<<<
*DIM CATEGORY WHAT=FORECAST; WHERE=<<<; USING=<<<; TOTAL=<<<
*DIM PRODUCT WHAT=PPPP; WHERE=BAS(TOPPRODUCT); USING=<<<; TOTAL=<<<
*NEXT
If that region is taken by some data you can try finding another intersection or add a new member to some Dimension and store those totals using that new member.
Hope that helps.
Gersh

Balance In Parent Account

Hi All,
This a question to which i searched the whole of Metalink and found only one answer NO. There is a Parent account which shows some balances. I do not know how it came up, the values actuly came from Assests when we ran depreciation. Is there any way i can reverse these entries. I cannot do it as normal journals as GL says EF02 error. Any help will be appreciated.
Regards
Murali Menon

HI,
Try this.
1. Clear the Parent check box for this value in the Segment Values form. (Setup>Financials>Flexfields>Key>Values).
2. Then allow posting for every combination that used that Parent Value in the GL Accounts (Setup>Accounts>Combinations).
Then try to reverse the entries.
Make sure you do this when NO ONE is on the system. Otherwise, you might introduce more entries to that account.
Also, undo what 1. and 2. above to restore everything back to normal.

Get parent Account Details

I want to create a new field on the account object. This new field should be automatically populated based on the parent account I choose. This functionality is similar to a pick map functionality in Siebel Enterprise.
I understand that there is a functionality by which we can do this sort of look up by creating a report and then using javascript function to do a look up.
I would appreciate if somebody could let me know which is the best way to achieve this functionality. If it is by using javascript can somebody send me some examples.
Thanks

Not possible in CRMOD. I don't know about 'backdoors' using javascript.

DBMS - Data not visible to read only account users.

I have created below view to know the status of my batch jobs which run on server every sunday.
CREATE OR REPLACE VIEW CAFDB_REFRESH AS
SELECT
log_id,
owner,
to_char(log_date, 'DD-MON-YY HH24:MI:SS') TIMESTAMP,
job_name,
status,
ERROR#,
run_duration,
instance_id,
additional_info
FROM user_scheduler_job_run_details;
it is working fine and i am able to get the information.
now to make it visible to read only account users - using "grant select " i have given access and also created public synonym.
but it is showing only column names in read only account not the data.
how to make this visible to read only account?
please guide.

USER_ views will only have the objects owned by the user running the query..In your case it will have only the schedules done by the user.
You will have to ue ALL_ or DBA view (all_scheduler_job_run_details)

I have an iPhone under my parents account. Now that I have my own, I would like to change the Apple id on the phone to my own (new) account. If I do so, will I lose all of my apps, music, contacts, etc?

I have an iPhone under my parents account. Now that I have my own, I would like to change the Apple id on the phone to my own (new) account. If I do so, will I lose all of my apps, music, contacts, etc?

SMinsk wrote:
Thank you, can I transfer them to my account
No.

Parent account on historical pipeline analysis

Hi,
I've a little problem with Oracle CRM on Demand Answers: When I use the subject area "historical pipeline" analysis I do not have acces to the parent account. There is an account area in which I have tons of fields but not the parent account.
So is there any possibility to get this field in the report. Unfortunately I cannot pass by another subject area.
My solution:
I create a report on another subjectarea which lists all parents and children. And then do a case statement to get all lines in which the parent account is empty. I suppose them to be the right parents.
My report on the historical pipeline I'll filter on the criteria of this first report.
So I have only the parent accounts.
Unfortunately I do not have the indirect grandchilden included with this solution. And it's pretty static. But I'd like to have a prompt with which I can filter the report or not on the parent account.
Any solutions ? :)
Cheers,
Myriam

Hi
Would it be possible to pass value of Account Name column to Parent Account column during Drilldown Navigation.
so that in target report only child accounts get filtered.

Parent account key name/description in report

Hi Experts!
So here is the code where i am retrieving postings detail (invoice rows, BP, system amount, doc number, distribution rule and project)
Declare @FromDate Datetime
Declare @ToDate Datetime
Set @FromDate = (Select min(T0.[TaxDate]) from OPCH T0 where T0.[TaxDate]>='[%1]')
Set @ToDate = (Select max(T0.[TaxDate]) from OPCH T0 where T0.[TaxDate] <='[%2]')
SELECT T0.[CardCode], T0.[CardName], T0.[NumAtCard], T0.[DocNum], T0.[TaxDate], T1.[ItemCode], T1.[Dscription], T2.[groupmask], T2.[FatherNum], T1.[AcctCode], T2.[AcctName], T1.[OcrCode], T1.[Project], T1.[TotalSumSy], T0.[Comments]
FROM
OPCH T0 INNER JOIN PCH1 T1 ON T0.DocEntry = T1.DocEntry
INNER JOIN OACT T2 ON T1.AcctCode = T2.AcctCode
WHERE
T0.[TaxDate] >= @FromDate
AND T0.[TaxDate] <= @ToDate
AND T2.[groupmask] >= 4
My issue is that i want to have for each account the parent account code and the parent account description. (as well as the Group mask name/description)
How can i do that?

Hi Nicolas Constant...
Try This
Declare @FromDate Datetime
Declare @ToDate Datetime
Set @FromDate = (Select min(T0.[TaxDate]) from OPCH T0 where T0.[TaxDate]>='[%1]')
Set @ToDate = (Select max(T0.[TaxDate]) from OPCH T0 where T0.[TaxDate] <='[%2]')
SELECT T0.[CardCode], T0.[CardName], T0.[NumAtCard], T0.[DocNum], T0.[TaxDate], T1.[ItemCode], T1.[Dscription],
T2.[groupmask], T2.[FatherNum],t3.AcctName As FatherActName, t4.AcctName As MaskName, T1.[AcctCode], T2.[AcctName], T1.[OcrCode], T1.[Project], T1.[TotalSumSy], T0.[Comments]
FROM
OPCH T0 INNER JOIN PCH1 T1 ON T0.DocEntry = T1.DocEntry
INNER JOIN OACT T2 ON T1.AcctCode = T2.AcctCode
inner join OACT t3 on t2.FatherNum=t3.AcctCode
inner join OACT t4 on t4.groupmask=t3.GroupMask and t4.Levels='1'
WHERE
T0.[TaxDate] >= @FromDate
AND T0.[TaxDate] <= @ToDate
AND T2.[groupmask] >= 4
Hope helpful
Regards
Kennedy

Parent Account Value don't add the children value with a formula

Hi BPC' Friends
I have created some accounts with a formula.
I have assigned at these children accounts the parent.
I have this problem:
In the report the value of the parent don't add the value of the children that have the formula but add the children without the formula.
why?
thanks
Michele Medaglia

Hi Michele,
The same problem have been faced by lot of people. And I would suggest you to write a formula manually for the parent member as well.
Lets take an example. P1 is parent of C1 and C2. C2 has the below formula
A1 + A2.
Then,
for P1 write the formula as
C1 + A1 + A2.
Note that I am not refering to C2 in the formula; since it has its own formula.
The above is one alternative of doing this. However, before that, let me understand the version of BPC you are using, SP and the version of SQL?

Formula flip the sign between child and parent account member

I have created two accounts as below which is parent to the child (670122) and child (670122.01) account and my account dimension looks as below
Account    PARENTH1     GROUP          ACCTYPE     RATETYPE
670122        670120         Profit & Loss            EXP           AVG
670122.01 670122         Profit & Loss            EXP          AVG
PRETAX        INCOME         Profit & Loss            INC          AVG
Now I have added the simple formula in the child account 670122.01 in the formulah1 column as [Account].[PRETAX] Which is Income account but when I retrieve the data using EVDRE(), the Values are shown as below
670122.01     670122
3,398,006.86      (3,398,006.86)
Why do the parent and child has different sign when both accounts are same account type as Expense. Instead of formula if I put hardcoded value, then both parent and child accounts has the same value (not flipping the sign)

We are using BPC 5.0 and SQL Server 2005
The hierarchy is like this
670120 -> 670122 -> 670122.01
The dimension formula is in 670122.01 as like this ( [Account].[PRETAX]-[Account].[665000] ), 665000 is a expense account and pretax is income account
When I do the EVDRE on those above accounts
670120     670122     670122.01
(13,228,910.18)     (13,228,910.18)     13,228,910.18
When 670122.01 is rolled up to next immediate level, the value in 670122 has negative value. 670122 is rolled up to 670120, but they both have same value - Is this a known issue in the BPC 5.0?

Provide visibility of a parent account's opportunity to the children

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