Re : opportunity & Sub opportunity

Hi,
any one could differentiate opportunity and sub opportunity with example.
regards,
Sathish Prabhu.

Hi,
You can link opportunities to each other, and thus connect sales projects and opportunities that are related to each other. This is particularly useful if you split a sales project into several sub projects, but you want all sub projects to be linked to the main sales project.
You can later display the links in the master and sub-opportunity, and branch to the linked opportunity directly.
Opportunity hierarchies are especially useful, if you:
· Wish to combine several sales projects that are connected
· Wish to clearly structure sales projects that consist of several subprojects
To be able to use these you will have to define an object relationship profile in Customizing to specify which objects can be linked to an opportunity (for example, sub-opportunities). In this activity, you can also specify which relationships should be displayed on the Details tab page, and which should also be displayed in the product table on the Products tab page. You then assign the object relationship profile to the required transaction type.
Two types of links are possible:
1. Linking Opportunities
A master opportunity is linked to by a sub-opportunity at header level.
This is useful, if you wish to group several corresponding sales projects (for example, projects in different countries), and you wish to assign these to a master opportunity.
Linking Opportunity Items to an Opportunity
2. The item for a master opportunity is linked to a sub-opportunity.
This procedure is recommended, for example, if you wish to manage a central opportunity, but you wish to have separate opportunities for the products contained in it. This allows you to enter all detailed information (for example, your own sales methodology) for all relevant opportunities as u201Csub projectsu201D.
You can also enter your own items for the sub-opportunity.
Regards
Itty

Similar Messages

Sub-opportunity and Main Opportunity

Hi,
I was creating an Object Relationship profile for opportunities for opportunities to allow subsequent referencing of Main opportunities in Sub-opportunities. In other words, I am looking for a functionality via which, when i am trying to create a subopportunity, i should have an option to tie it back to a main opportunity. I know that this can be achieved through Object realtionship profile config. However, i am stuck at a basic point that how system differentiates between a main opportunity and a sub opportunity.
Is there any check box or a provision either at customizing level or at transactional level to designate an opportunity as a main opportunity or sub-opportunity?
Regards,
Raghu

Hi Raghu,
The relationship profile is more like a determining characteristic/control set. If the profile allows something (example - add a sub opportunity, allow multiple subsequent assignments etc), then this action is allowed in the transaction. This action updates the document flow. Once subsequent object is created, the only link that is between the two transactions at the technical/system level is the document flow.
Regards,
Arun Prakash

How to get the Relationships data from Opportunity Transaction in CRM

Hi Friends,
Could you please let me know the table / class to fetch the relationships data associated with a single(main) opportunity.
There may be several object types like (activites, sub-opp's..etc) linked to a single main(source) opportunity.
I wanted the these fields information from Relationships tab From Opp transaction.
Source Item No.
Object Type
Target Trans/Object
Description
Type of Linkage
Could you please let me know.
Regards
Vijay

Hi Vijay,
Can you try function module CRM_DOC_FLOW_READ_DB?
By giving opportunity GUID it will return associated information.
Kind regards,
Garcia

Opportunities For Similar Opportunity Products

We have populated the opportunity product object with information concerning the specific customer and product sales that came from each closed/won opportunity by creating an interface from our billing system.
I would now like to create an in context report that would be a link on the opportunity details screen. When selected the link is activated the report would need to pick up the opportunity (no problems here, I know how to do this) and for the selected opportunity look at what customers and products are present in the opportunity product object
For example
customer A has purchased Product X
Now, I want to find all other opportunities that have opportunity products for the same customers and products as the selected opportunity
So this would mean, answering the question, what other opportunities have opportunity products that include customer A purchasing Product X.
Any suggestions on how to do this type of sub-select in analytics ?

You can get an Incontext report under the opportunity that is IS PROMPTED by the Account on the opportunity as you can pass the Account ID from the Opportunity object.
To try and also get the products to be filtered might not be possible in OnDemand as you might not be able to easily pass all the Product IDs to the In Context Reports.
The web applet url & html will be like this
url as
https://secure-ausomxPOD.crmondemand.com/OnDemand/user/analytics/saw.dll?Go&Path=%2fshared%2fCompany_ABCDE_Shared_Folder%2fOpptyInsightsaAccountwithAccountIDasIsPrompted&Action=Navigate&P0=1&P1=eq&P2=Account."Account ID"&P3=%%%Account_Id%%%&Options=rfd
where
'POD' is your actual pod
'ABCDE' is your company number
'OpptyInsightsaAccountwithAccountIDasIsPrompted' is your report name with
Account ID column with filter as a IS Prompted. Choose a suitable Subject Area with Account as one dimension and other suitbale dimensions and Metrics.
'&Action=Navigate&P0=1&P1=eq&P2=Account."Account ID"&P3=%%%Account_Id%%%' is the critical set of parameters.
Web Applet HTML as
<iframe src='https://secure-ausomxPOD.crmondemand.com/OnDemand/user/analytics/saw.dll?Go&Path=%2fshared%2fCompany_ABCDE_Shared_Folder%2fOpptyInsightsaAccountwithAccountIDasIsPrompted&Action=Navigate&P0=1&P1=eq&P2=Account."Account ID"&P3=%%%Account_Id%%%&Options=rfd'width=800 height=300></iframe>

Opportunity Search for Status NE (is not) is not supported by SAP Standard

Hi experts,
due to wiki entry
Searching for business transactions in the web ui using the Status criteria - CRM - SCN Wiki
the opportunity search for a status with operator NE is not supported.
Is there any SAP proposal for an appropriate workaround?
Thank you and best regards
Vanessa

Hello Vanessa,
This is a fresh development for my current customer which is not yet completely tested. The last customer had the same requirement, created an OSS-message for it, SAP told him in standard it is not possible and gave up. I think I already heard that too many selection parameters are not supported but I haven't seen it yet in our project. But I have seen that with mabye 100000 excluded transactions there is a time out.
The alternative would be to create a sub-class of the GENIL-class (I think this is CL_CRM_QOPP_RUN_BTIL in your case - search for CL*OPP*IL* ) where the SQL-statement is triggered and redefine the relevant method (which is normally GET_DYNAMIC_QUERY_RESULT) and enhance the SQL-statement. Somewhere is customizing you have to replace the original class with the new class afterwards but right now I don't know where. I have not yet done this from scratch and I need to investigate this a little bit further.
The second alternative would be to modify the select statements in a BADI. I guess it is CRM_BADI_RF_Q1O_READ. But there I only the the possibility to change the STATUS_COMMON-criteria to OBJECT_ID criterias as still STATUS_COMMON NE is not supported in the SQL-statement of the GENIL-class.
Best regards,
Thomas

Status update on Sales Opportunity when Quotation is won

I need to set up an automatic status update for the sales opportunity; when the quotation is set as won, the related sales opportunity is also set as won. I have tried the <Define status profile for user statuses> in IMG, but don't seem to get it right..
Can anyone help me?
Krgds, Eva

HI Eva,
Even i did the same thing for my project. Updating the Sub contract status, with whatever the master contract has got.
SO i used the ORDER_SAVE badi, and called a FM , where i wrote the logic to update the subcontract.
So u can also do the same thing, by coding in the ORDER_SAVE badi, what ever logic u want.
Reward points if helpful.
Robin

To Create Opportunity Relationships Programatically

Hello Friends,
Here my requirement is to develop a report by which the relationships needto be builded.
I need to build below relations programatically to reflect in Relationship tab of Opportunity Transaction
                        i) One Source Opportunity to another Opportunity
                       ii) Source Opportunity to Sub-Opportuntiy
                       iii) Source Opportunity to Activity
                       iv)Lead to Opportunity.
On selection-screen I will have three fields a) Source Opportuntiy Number b) Type Of Linkage (Assigned, At Lower Level) c)Destination.
Could you pls share some pointers how to achieve this.Also please let me know if any BAPI's or Classes available in this regard.
Thank you.
Regards
VJ

Hi Kitcha,
I m not very much clear about what u required exactly but if u want to create Opportunity transaction with same Customer and other data i.e. from A to B and vice versa you can simply use Copy Control for transaction.
SPRO->Customer Relationship Management->Transactions->Basic Settings->Copying Control for Business Transactions
Regards,
DD's

Opportunity transaction types in the Dropdonw

Hi,
I am not able to see the opportunity transaction types in the Mobile application drop down.
Can you please suggest me which customization adapter object should i download to CDB for getting this drop donw.
Regards,
Karunakar

Hi Karunakar,
The Customizing Object for the Opportunities are :
CRM_DNL_OPPORTH - Header details
CRM_DNL_OPPTYPE - Sub Types
CRM_DNL_OPPIPOR - Classes
CRM_DNL_OBJREF - Links
For the Transaction Type : the following customizing is used : CRM_DNL_OPPORTH - Header details
Best Regards,
Vignesh Ravikumar

Authorization - Sales Manager: Lead Management / Opportunity Management

Hi Portal Gurus,
As per our requirement, in the 'Sales Manager' role, under 'Sales Cycle', we need to provide only 'Lead Management' for one set of users and 'Opportunity Management' for another set of users and both for other set of users.
What would be the best way to do that. Thanks in advance for your help!
- Jas

Hello Jasendu,
The best way to implement this is to maintain a single Sales Role with all the sub catagories ('Lead Management' , 'Opportunity Management' ) and apply role filtering concept according to the users. That way you need to maintain a single Sales role. Check out the below blog for more details abour role filtering.
Filtering Role Content by User Attributes
Or else, you can create three different roles, one for each 'Lead Management' , 'Opportunity Management' and other containing both of them and assign to users accoedingly.
Regards
Deb
[Reward Points for helpful answers]
Message was edited by:
Debasish Sarkar

Linked Opportunity Relationships (Parent / Child Opportunity)

I need to know if a Sub-Opportunity has the Parent Opportunity ID stamped on it. For reporting purposed, I need to be able to determine the Parent Opportunity that a Sub-Opportunity is linked to by looking at the information on the Sub-Opportunity Transaction.
Thanks,
Jeff

Hi,
Not sure where exactly and at what point you need to be able to determine it. If an Opportunity is created as a follow up to another Opportunity then there is a document flow established. You can always see the preceding document from the current document using function module CRM_ORDER_READ and using parameter ET_DOC_FLOW.
Before coding this, you can run the program CRM_ORDER_READ in SE38 and check out the output.
Regards

Unable to display opportunity linked to an alert

Hi,
When I try to click on the Subsequent Actions - opportunity no then system generates the following short dump.
Business Server Page (BSP) error
What happened?
Calling the BSP page was terminated due to an error.
This link is in Alert section. When I click one alerts...then in sub. action click on the opportunity no. then i get this dump.
Any Idea how to fix this.
Thanks,

Hi friend,
Please see this document,
Setting Alerts
Step 1:
Creating Alert Category
Go to T-Code u201CALRTCATDEFu201D create a new alert Classification u201ECRM_ALERT‟ and provide a description
Step 2:
Select the Classification u201CCRM_ALERTu201D and create a new alert category u201CALERT_MAILu201D with description u201CAlerts for Sales Managersu201D and press ENTER.
Step 3:
In the Container tab create a new container element
Step 4:
Select tab u201CLong and Short Textu201D
Enter the information required for Alert. To add Container element in the text, select
And add the relevant element.Save the Alert Category.
Step 5:
Select Authorization Subscription. Click on new entries and add the role u201CSAP_BC_ALM_ALERT_USERu201D or we can use any other relevant role. (Make sure that the role is assigned to the Alert recipient in SU01)
Setting up Method call u201CTrigger_Alertu201D
Step 6:
The standard Method call u201CTrigger_Alertu201D would be used to trigger alerts. But the method call won‟t call the container elements. We need to change the Method Call and do the necessary changes to get the values in the alert.
Refer OSS note: 821188
https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=821188
Follow the steps below
Copy the BAdI u201CTRIGGER_ALERTu201D to u201CYTRIGGER_ALERTu201D and do the necessary changes
Change your TRIGGER_ALERT method as follows:
Insert the following call before the call of the SALRT_CREATE_API function module:
CALL FUNCTION 'SWC_ELEMENT_SET' EXPORTING element = 'PROCESS_TYPE' field = ls_orderadm_h_ref-process_type TABLES container = lt_container EXCEPTIONS OTHERS = 1. CALL FUNCTION 'SWC_ELEMENT_SET' EXPORTING element = 'OBJECT_ID' field = ls_orderadm_h_ref-object_id TABLES container = lt_container EXCEPTIONS OTHERS = 1.
Save and activate the method.
Setting Up Actions:
Step 7:
Create an Action profile u201CYALERTu201D and create and Action Definition asu201D YLEAD_ALERT1u201D with description u201CAlert Lead Informationu201D. Select the u201CPartner function as u201CEmployee Responsibleu201D in the Action definition.
Select the u201CMethod callu201D as Processing type and assign method u201CTRIGGER_ALERTu201D
Assign u201CParametersu201D
Create a Container for u201CALERT CATEGORYu201D
Step 8:
Enter the Element name as u201CCATEGORYu201D and relevant description. Enter the Structure name as u201CSXMXALERTCATu201D and the Field as u201CCategoryu201D.
Step 9:
Go to initial value tab and Give the initial value as the Category we have created.
Save the Action and assign to relevant transaction.
Webui Configuration
Step 10:
Log on to Webui > Select the worklist from the navigation bar
Select u201CPersonalize alertsu201D and Click subscribe for the alert u201CCRM_ALERTu201D and save
Step 11:
Testing of Alert Category Note: This Program used only to test whether the alert triggers to the recipients or not. It will not pass any Container values of the alert category; it will pass only the text entered in the alert category.
To test our alert configurations run the report u201ERSALERTTEST‟.
Specify the alert category u201CALERT_MAILu201D that we have created in ALRTCATDEF. Execute (F8).
this will help

Master Opportunity

Hi Guys
Why can't we have multiple relationships for a master opportunity in the object profile for the opportunity ?
I understand the reason why we cannot activate the option to delete the master opportunity.
Thanks in advance
Alicia

Hi,
This can be achieved by making use of Object Relationship Profile.
In customizing , choose path:
Transactions  Settings for Opportunities  Define Object Relationship Profile.
Here create profile for opportunity. At the second level, choose Relationship object SUB_OPPORT, and MAS_OPPORT.Tick on Multiple relation.
Assign this profile to the Opportunity transaction type.
When u will create an opportunity, a realtionhip tab will appear, where u can add the other opportunity transactions either as master or sub.
This shall also update the document flow.
Wish the information is useful,
Regards,
Shalini Chauhan

Creating Opportunity

Hi All,
1. *Can we create an opportunity with revenue and product qty projection on a quarterly and yearly basis*
2. Can we assign master opportunity to a sub opportunity in CRM7.0 system. If yes can any one please guide me how to do it.
Thanks
JM

1. For your 1st topic a new functionality available from CRM2007 is used. It is called PPM (pipeline performance managment and it alows you to set plan quaterly or yearly.You can read more about this functionality here:
/people/krantikiran.avadhanula/blog/2009/01/02/improving-sales-pipeline-performance-through-enhanced-visibility
/people/prabhudev.pattanshetti/blog/2009/02/17/pipeline-performance-management-tool--whats-new-how-useful
2. Yes, it is possible. You need to create profile under spro>crm>transactions>basic settings>define object reference profile. Here you can create new profile which links master (MAST_OPP) and sub opportunity (SUB_OPP) or use the standard one. And then you need to assign this profile to your opporunity transaction type under spro>crm>transactions>basic settings>define transaction types.
Regards.

User must wait several minutes before NEW opportunity shows up in report

When a user creates an opportunity, they will then add product revenue to it. After that, they need to run a report of the opportunity and send the quote to the customer.
The report will prompt for the opportunity name and then retrieve the formatted quote form.
The issue is, after the opportunity is created and product revenue added, when the user tries to run the report, the data selection will not display the opportunity. The opportunity will not show up until after the user logs out and then back into CRMOD.
EDIT: The log out/in portion was just a coincidence and plays into a delay in some sort of background processing problem.
If the user just waits , up 15 to 20 minutes in some cases, the opportunities will show up in the list. Sometimes, they appear very quickly, other times it take a very long time.
I am surmising that this has to do with some sort of business function that runs in the background, and being a shared system, there is a backlog in the processing. Similar to the wait queue for data imports.
Is this normal behavior?
Edited by: nsidev on Aug 28, 2009 1:59 PM

Hi, I think the problem is with the drop down prompt not getting refreshed with newly added opportunities, otherwise with the direct reports clicking the "rerfresh" link brings the newly created opportunity. The problem also doesnt seem to happen if the prompt is of type "Browse through choices and/or type in directly "
-- Venky CRMIT

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.

Re : opportunity & Sub opportunity

Similar Messages

Maybe you are looking for