Sales Opportunity with deposit

Hi guys
I have a scenario to do sales of real estate objects.
We are doing sales in CRM, i want to find out what functionality would be best for sales with deposit or with out deposit
We have scenario like, when ever customers is interested in property, customer may request to reserve for one week by not paying any money, and customer may pay small amount and asking to reserve the property for 2 weeks. How to do this in CRM with out making any sales contract
Hope you guys understood.
Can any one get back to me as soon as you can, bit urgent.
Thank you
Shankar

Not even one suggestion or advice? Any help is appreciated. Thanks.

Similar Messages

Error in add Sales Opportunity with DI API 8.8

Hi folks,
I have problems saving a Sales Opportunity by using DI API of SAP Business One 8.8 (my version is SP 00 PL 11).
I get an error like "10000700 - In 'Potential Amount' field, enter number greater than 0".
I noticed that the required field I'm trying to set, MaxLocalTotal, is read-only. I've used the 2007 version so far and even though that field is not writable, by writing the same value in the field with the same name on the last Opportunity Line I obtain the right value in the header. In this version of the API, that field seems to be mandatory instead.
Am I doing something wrong to set Potential Amount in the opportunity?
Does anyone have any suggestion? Thank you in advance.

Not even one suggestion or advice? Any help is appreciated. Thanks.

Problem in addin sales opportunity - Partners, Competitor

HI All,
I am adding sales opportunity with the help of DI objects. However I am able to add that without partner and competitors info
But while I am trying to add opportunity with Partner and competitors infornmation I am unable to do that first time when there is no entry in partner and competitor. If there is some entry in partner and competetor then I am able to update new values in partner and competitors sucessfully.
Please let me know if there is any solution of what I am doing wrong.
I am adding new info with below mentioned parameters...
_salesOpportunities.Partners.Add();
_salesOpportunities.Partners.Partners
_salesOpportunities.Partners.RelationshipCode
_salesOpportunities.Partners.Details
regards:
Neerav

Hi Neerav.
Please use...
_salesOpportunities.Partners.SetCurrentLine(j);
_salesOpportunities.Partners.Partners
_salesOpportunities.Partners.RelationshipCode
_salesOpportunities.Partners.Details
salesOpportunities.Partners.Add();
regards:
sandy

Outlook Integration - email as Activity of Sales Opportunity

Hello all,
Is there an option to attach an email from Outlook to Sales Opportunity as Activity? Outlook Integration offers a lot of document type, business partners, items, etc., but not Sales Oportunity.
I really need it for our customer so any ideas how to make it are welcome.
Regards, Roman

I haven't found any solution for adding an activity to a sales opportunity with the DIAPI except direct update of the DB. It's not even possible to add a "Follow Up" activity to activity linked to a sales opportunity, DIAPI loose link to sales opportunity.
According to [1075696|Link activity to an opportunity level DIAPI; and [966860|Adding Activity to Sales Opportunity stage; it is still not possible to do that in DIAPI
Interesting that in the DTW we can do that...

ERROR Creating Web Form with "Create Sales Opportunity" checked

When I create a new web form and choose to "Create Sales Opportunity" I get an error upon saving:
"- Probability (%) must be a number and may contain a decimal point.
- Amount must be a number and cannot be empty."

Never mind, I see the problem. Mac OS X's scroll bars don't show up by default any more. Didn't see the extra fields to fill out.

Creating sales order with reference to order

Hi SD gurus.
I try creating a sales order with reference to order, but I get this error message: "Flow control: Entry SAPMV45B, UER1, E0, * , AU , * is missing in T185". I don't know what is missing. Please, could you help me?
Thanks a lot.
Marta.

hi,
this is to inform you that,
i went to SE16N given there T185 and checked with UER1 which is an FCODE FOR OVER VIEW SCREEN in VOV8.
this entry is missing for the combination.
please check in your sales order in VOV8 whether you have maintained UER1 in the above field.
if not :
please maintain the entries missed in T185 in SM30.
because i have checked teh same in SM30 it is having opportunity to maintain.
hope this will solve your issue.
regards,
balajia
Edited by: balaji timmampalli achari on Nov 23, 2010 12:00 PM

Replication of Sales order with Credit Card data from CRM to R/3

Hi,
We are on CRM 4.0 version.
We are getting the sales order management system implemented in CRM 4.0.
Simulation for credit card authorization has been set up CRM system.
When we maintain the credit card in the sales order,the replication does not take place.The outbound Queue in the R/3 system is getting stuck with the error 'VBERROR'.
Can you please advice if we can replicate the sales order with the credit card maintained on them to R/3 system.
thanks
Meraj

Hi Bokhal,
Please consider my answer from your recent thread dealing with apparently the same issue :
Hi Bhokal,
For filters in uploads please consider below:
For Filtering the BP-upload, use the Administration Console
(tx. SMOEAC) in the corresponding subscription of the "All Business
Partners (MESG)" publication assigned to the R/3 site.
Some publications (and the replication objects they are based on) are
delivered as type "Simple bulk" which does not give you the opportunity
to assign criteria values for filtering.
You might have to re-create the publication. To do that:
1) First delete the subscriptions "All Business Partners (MESG)" and its
publications & the replication object.
2) Recreate the replication object as type "Simple intelligent".
3) Afterwards you can create a new publication via wizard of type
"Simple intelligent (msg)" assigned to the BDOC-Type BUPA_MAIN. Then,
you will be able to select some "filter criteria".
The reason for deleting the "old" publication is, that you
are not allowed to assign a BDOC-Type to more than one publication.
4) But please keep in mind that there is no realignment supported. So
you should only use fields for filtering, which cannot be changed
afterwards.
This is the "simple" solution for filtering on fields. This
will not provide complex filter criteria.
If you need this, you shall create a filter function in R/3- and/or
CRM-Inbound and -outbound.
If you want to keep the control about the upload trigger, you can add an
additional module in transaction CRMC_BUT_CALL_FU, position > 200000.
BUPA_MWX_BDOC_BPS_FILL_CENTRAL. Within this new module, you can delete
all partners within the complex structure that you don't want to upload.
Hoping that above will be helpful.
Best regards
Christophe Sturzel

Add Sales Opportunity using DI API

Hello Friends,
    I am trying to add Sales Opportunity using DI API.I want to set Potential amount using DI API So I set MaxLocalTotal but while compiling code its give error.Its Read only.
If I add without potential amount than its gives me error "Potetial Amout is missing"
What should I do??
My Code is
               SAPbobsCOM.SalesOpportunities vSOpp;
                vSOpp = (SAPbobsCOM.SalesOpportunities)globals1.oCompany.GetBusinessObject (SAPbobsCOM.BoObjectTypes.oSalesOpportunities);
                vSOpp.CardCode = txtBPCode.Text;
                if( txtCntctPerCode.Value!="")
                vSOpp.ContactPerson = Convert.ToInt32(txtCntctPerCode.Value);
                vSOpp.OpportunityName = txtOppName.Text;
                vSOpp.SalesPerson = Convert.ToInt32(ddlSEmp.SelectedValue);
               //vSOpp.WeightedSumLC = Convert.ToDouble(txtPotAmt.Text);
                vSOpp.MaxLocalTotal = Convert.ToDouble(txtPotAmt.Text);
               culture = new CultureInfo("en-US", true);
                currentprovider = CultureInfo.CurrentCulture;
                dt1 = DateTime.ParseExact(txtSDate.Text, "dd/MM/yyyy", culture);
                vSOpp.StartDate = dt1;
if (vSOpp.Add() != 0)
                    //ResultMessage1.ShowFail("Failed to add a Activity");
                    globals1.oCompany.GetLastError(out nErr, out errMsg);
                    if (0 != nErr)
                        ResultMessage1.ShowFail(globals1.oCompany.GetLastErrorDescription());
                        globals1.oCompany.Disconnect();
                        return;
                else
                    ResultMessage1.ShowSuccess("Activity added Successfully");
Please help me to solved this problem.
Thanks & Regards,
    Swati

Hi folks,
I'm facing the same problem. This issue concerns DI API of SAP Business One 8.8 (my version is SP 00 PL 11) in particular.
I've used the 2007 version so far and even though the MaxLocalTotal field in Sales Opportunity object is read-only, by writing the same value in the field with the same name on the last Opportunity Line I obtain the right value in the header.
In this version of the API, that field seems to be mandatory instead.
Does anyone have any suggestion? Thank you in advance.

Update sales opportunities with DTW

Hi Experts,
I am trying to update sales opportunities with DTW but get the error below even with a file as simple as:
RecordKEy;SequentialNo;OpportunityName
RecordKEy;SequentialNo;OpportunityName
1;17803;Anything
2;17892;Anything
3;17894;Anything
The Reason of the error:
"CServiceData::VerifyPropertyWrite failed: Property 'SequentialNo' of 'SalesOpportunities' is read onlyoSalesOpportunities"
Do you have any idea what may be wrong?

Dear Martin Kamau,
By SDK help, the Source table of SalesOpportunities Object is OOPR, and SalesOpportunitiesLines is OPR1.
In B1 application Sales Opportunity form, you could check which field need to set for OOPR and OPR1, you could refer to SDK help file also.
Best Regards
Jane Jing
SAP Business One Forums team

Importing Sales Opportunities with DTW

Hello,
I am trying to import the sales opportunities with the DTW, but I keep on getting the following error
potential amount is missing [OPR1.MaxSumLoc][Line: 1][Application defined or Object- definederroroSalesOpportunities]
I am using SAP 2007A patch level 47.
I have the following one line that I have been testing with, after my previous inputs failed. Please assist.
RecordKey 1
CardCode L1004
ContactPerson 2
Dataownershipfield 14
SalesPerson 4
Date 20090419
Status sos_Open
TotalAmountLocal 100.00
Edited by: Martin Kamau on Apr 19, 2009 6:57 PM

Dear Martin Kamau,
By SDK help, the Source table of SalesOpportunities Object is OOPR, and SalesOpportunitiesLines is OPR1.
In B1 application Sales Opportunity form, you could check which field need to set for OOPR and OPR1, you could refer to SDK help file also.
Best Regards
Jane Jing
SAP Business One Forums team

Sales Opportunity Contact Person showing numeric in query & want full name

Hi,
I have two sql queries as under :
SELECT T0.OpprId,T0.OpenDate, T0.Name, T0.Territory, T1.descript, T0.CardCode, T0.CardName, T0.U_eqno, T2.Name FROM [dbo].[OOPR] T0 INNER JOIN [dbo].[OTER] T1 ON T0.Territory = T1.territryID INNER JOIN OCPR T2 ON T0.CprCode = T2.CntctCode
In the above query the problem is that I want that the Contact Person name which is selected in the sales opportunity to come. But by which query it is only showing those opportunities in which Contact person is there and NOT showing the ones in which Contact person is not there.
and the second query
SELECT T0.OpprId,T0.OpenDate, T0.Name, T0.Territory, T1.descript, T0.CardCode, T0.CardName, T0.CprCode, T0.U_eqno FROM [dbo].[OOPR] T0 INNER JOIN [dbo].[OTER] T1 ON T0.Territory = T1.territryID
Its showing the Contact person code but I want the name of the contcat person as avaliable in the sales opprtunity.
I want result in which the above details come along with the Contact person name. Where I am getting wrong in the query....Please help.
Regards,
Kamlesh Gupta

For Your Second Query, use the following Code that Displays both
Contact person code and Name
SELECT T0.OpprId,T0.OpenDate, T0.Name, T0.Territory, T1.descript, T0.CardCode, T0.CardName,T0.CprCode, (Select T1.Name from OCPR t1 where t1.cntctCODE=T0.CprCode),T0.U_eqno FROM dbo.OOPR T0
INNER JOIN dbo.OTER T1 ON T0.Territory = T1.territryID

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

Sales Opportunity Report

Dear Experts,
How to generate Summary Sales Opportunities Reports with these field.
SR NO
CUSTOMER NAME
ACTUAL SALES VALUE
SALES OPPORTUNITY VALUE
%SALES ACHIEVED
% SALES LOST
1
ABC
100000
50000
10000
90000
Kindly provide some report related to these field.
Regards
Amol

Dear Rajesh,
Thanks for reply, I have some issue in query that Sales opportunity Value (Potential Amount) figure should comes from Sales Opportunity Module.
Start Date, Closing Date (Sales Opp Table), BP Customer Group Actual Sales Value (Sales Opportunity table Define UDF u_salestarget), SALES ACHIEVED amount OINV table , Sales lost Actual Sales Value - Sales Lost.
Previous query gives wrong figure.Kindly provide the same.

Stored procesdure for UDT linked to UDF in Stage of Sales Opportunity

Dear All,
I have an User Defined Table named 'process' in Sales Opportunity Row Stage Tab with some values as 1.1, 1.2,1.3,1.4,1.5,1.6,1.7,1.8,1.9,2.0 so on which is connected to a user defined field named 'Reasons'.
Now the user does the sales opportunity entry and in the stage tab selects the process e.g 1.5 in the user defined field. Now I suppose 1.5 has a reason name of lost to others. Now I want to add a stored procedure that if the user selects lost in the Sales Opportunity summary tab and he has not selected the reason which is between 1.5 to 1.9 ( means lost reasons ) the sales opportunity should not get saved. An error message should show as please select proper reason.
Can it be achived through SP. I think we can do it but cannot make the SP could you please guide and help me to resolve this issue..
Appreciate your quick and positive response.
Regards,
Kamlesh

Hi,
I am trying to make the SP for cross checking the Lost reason if it is not put which are between 6.0 to 7.0 when the user selects lost in the summary tab but I am getting an error while executing the SP as - Msg 102, Level 15, State 1, Procedure SBO_SP_TransactionNotification, Line 243 Incorrect syntax near '='.
Note the followings :
In the OPR1 row I have a udf named U_Status
My SP is as under :
IF @transaction_type IN (N'U') AND @object_type = '97'
begin
if exists (SELECT * FROM [dbo].[opor] T0 INNER JOIN [dbo].[opr1] T1 ON T0.OpprId = T1.OpprId where T0.Name ='MACHINE' and T0.Status ='L' and T1 (U_status ='0' or U_Status ='1.1' or U_Status ='1.2' or U_Status ='1.3' or U_Status ='1.4' or U_Status ='1.5' or U_Status ='1.6' or U_Status ='1.7' or U_Status ='1.8' or U_Status ='1.9' or U_Status ='2.1' or U_Status ='2.2' or U_Status ='3.1' or U_Status ='3.2' or U_Status ='3.3' or U_Status ='3.4' or U_Status ='4' or U_Status ='4.1' or U_Status ='4.2' or U_Status ='4.3' or U_Status ='5' or U_Status ='5.1' or U_Status ='5.2' or U_Status ='5.3' or U_Status ='5.4' or U_Status ='5.5' or U_Status ='5.6')and T0.opprid =@list_of_cols_val_tab_del)
begin
SELECT @error = 10, @error_message = N' Please put proper reasons for Losing the Opportunity'
end
end
Would be obliged if you can throw some light in it.
regards,
kamlesh

Sales Opportunity Stage Tab - Want last updated row details in query

Dear Experts,
I have a query as under :
SELECT T1.Name, T1.OpprId, T1.OpenDate, T0.Step_Id, T0.Line, T0.OpprId, T0.U_status, T2.Name FROM OPR1 T0 INNER JOIN OOPR T1 ON T0.OpprId = T1.OpprId INNER JOIN [dbo].[@STAGE] T2 ON T0.U_status = T2.Code WHERE T1.Name = 'ORDER'
Now I want that this query should give me the last row detail in the Stage TAb of Sales opportunity. Now this query is giving me every row stage details which are put in the Stage Tab. For example in the Stage Tab of Sales Opportunity there are 4 rows of Stages, its giving me all the 4 row stages in the query. I want that only the last stage should be displayed in the query may be it's on 2 second stage or 3 rd ot 4 th. I want only last stage to be shown.
Please advise what I need to do for the above query.
Regards,
Kamlesh

Hi All,
I have been working in a query to generate the last stage details in the query but still not able to resolve it.
SELECT T0.Status,T0.OpprId, max(T1.Line) 'Stage',T0.OpenDate, T0.CardCode, T0.CardName, T0.Territory, T0.CloPrcnt,T1.OpprId, T1.Line, T1.OpenDate, max(T1.OpenDate) 'Open Date',T1.CloseDate, T1.Step_Id,T2.descript, T3.Name, T0.MaxSumLoc, T4.U_swl, T0.MaxSumSys, T0.U_eqno, T0.MaxSumLoc, T4.U_partno, T4.U_desc, T4.U_unit, T4.U_amt, T4.U_qty, T4.U_amt, T4.U_span FROM OOPR T0 INNER JOIN OPR1 T1 ON T0.OpprId = T1.OpprId INNER JOIN OTER T2 ON T0.Territory = T2.territryID INNER JOIN [dbo].[@STAGE] T3 ON T1.U_status = T3.Code, [dbo].[@SALES_ENQ_ITEM] T4 WHERE T0.OpprId = T4.U_opprNo AND T0.Status = 'O' group by T0.Status,T0.OpprId, T0.OpenDate, T0.CardCode, T0.CardName, T0.Territory, T0.CloPrcnt,T1.OpprId, T1.Line, T1.OpenDate, T1.CloseDate, T1.Step_Id,T2.descript, T3.Name, T0.MaxSumLoc, T4.U_swl, T0.MaxSumSys, T0.U_eqno, T0.MaxSumLoc, T4.U_partno, T4.U_desc, T4.U_unit, T4.U_amt, T4.U_qty, T4.U_amt, T4.U_span
The above query is generating and giving me the Last Stage through max(T1.Line) 'Stage' field. But I want to have if any opportunity Number has 1,2,3 Stage then only Max should should which is 3 but in this query all 3 are showing.
As per Noratam ''There are other options by checking max of the start-date and stage-key fields of the sage table''.
I can use the Start Date which seems to be max(T1.OpenDate) 'Open Date' but how to give a formula or write a query by which only Max Date is selected as per the stage in the query.
I think I am not able to use the Max funtion properly. Please help what is wrong with it.
Can you please help in this regard.
Regards,
kamlesh
Edited by: Kamlesh Gupta on Mar 22, 2009 11:33 PM

Sales Opportunity with deposit

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