Sales Opportunity

Hi all,
How to see user wise sales opportunity report?
Thanks
Sameer

Hi,
There is not available such report in standard. Try this...
SELECT T1.U_NAME, T0.usersign,T0.* FROM OOPR T0
INNER JOIN OUSR T1 ON T0.UserSign = T1.Userid
Hope it will help you....
Thanks
Sachin

Similar Messages

Sales Opportunity number field

In Open Items report (Sales Orders) is it possible to have column displaying Sales opportunity number that the sales order was created from?
I have looked through form settings but cannot find this field?

Hi Andrew.......
It is not possible to make any modification to the standard reports given by SAP. But you may have your own query report......
Regards,
Rahul

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.

Display all pending quotation on sales opportunity window

how display all pending quotation of that customer on sales opportunity window through navigation arrow?

Hi,
Run below query in query generator first and save it under query manger. Open sales opportunity and run saved query to get list of open sales quotation.
SELECT t2.docnum
FROM OOPR T0
JOIN OPR1 T1 ON T1.OpprId = T0.OpprId and T1.ObjType='23'
left join OQUT T2 on t2.DocEntry = T1.[DocID]
left JOIN QUT1 T3 ON T2.DocEntry = T3.DocEntry
where T2.[DocStatus] = 'o' and t2.cardcode = $[OOPR.cardcode]
Thanks & Regards,
Nagarajan

Last stages of Sales Opportunity in XL reporter

Hi all!
I would like to print last stage of Sale opportunity in Xl reporter. NOw, i only show all all stages in report but i want only last satges.
Could you help me!
Thanks!

Hi
Please take the stages in the Parameter. so that you can take the report as per the stages
Hope it help
Ashish Gupte

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

Adding Activity to Sales Opportunity stage

I'm trying to create a new activity using the DI API and link it to a certain Sales Opportunity stage.
I've been looking at the SalesOpportunities and SalesOpportunitiesLines objects to see if I could add an activity there, and I've looking at the Contacts object to see if I could set the SalesOpportunity (stage) there.
Neither seems to be possible.
Does anybody know how to link activities to sales opportunities?

its object Contacts
there fill properties
DocType to 97
ParentobjectId and Parentobjecttype
I recommend to create one activity by hand through sbo and make select from OCLG table and check, what is tehre filled.

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.

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

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.

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

Help Required for Open Sales opportunity query

Hi Experts
I need to create a query on Open Sales Opportunity where quotation has not been submitted. also all opportunities with respective sales quotation
How can i link Opr1 ( Stage), OOPR, oqut table.
Regards
Raman

Thanks Gordon ,
But this query is for all sales opportunity linked with Sale quotation. also it showing only last quotation .
In case in 1 sales opportunity i have 3 quotation how can it will manage toh show all quotations linked with one opportunity.
Regards
Raman

SP for Sales Opportunity fields

Dear Experts,
I want to set some fields in Sales Opportunity as mandatory and I think can be possible through SP transaction notification but am not able to write procedure.
I want the followings fields to be set as mandatory and the document does not get saved untill and unless these fields are not put. The fields are from Sales Opportunity as under :
1) Opportunity Name
2) Contact Person
3) Territory
4) Sales Employee
I know the object for Sales Opportunity seems to be 97. Would be thankful if you can help me in writing the SP.
Thanks in advance.
Regards,
Kamlesh

Hi
Use the following SP:
set ANSI_NULLS ON
set QUOTED_IDENTIFIER ON
go
ALTER proc [dbo].[SBO_SP_TransactionNotification]
@object_type nvarchar(25),           -- SBO Object Type
@transaction_type nchar(1),          -- [A]dd, <u>pdate, [D]elete, [C]ancel, C[L]ose
@num_of_cols_in_key int,
@list_of_key_cols_tab_del nvarchar(255),
@list_of_cols_val_tab_del nvarchar(255)
AS
begin
-- Return values
declare @error int               -- Result (0 for no error)
declare @error_message nvarchar (200)      -- Error string to be displayed
select @error = 0
select @error_message = N'Ok'
IF (@transaction_type = 'A' or @transaction_type = 'U') AND @object_type = '97'
BEGIN
if exists (Select T0.cardcode from OOPR T0 where ((T0.Name is null) or (T0.cprcode is null) or (T0.territory is null) or (T0.slpcode =-1)) and (T0.opprid = @list_of_cols_val_tab_del))
begin
     SET @error = 10
     SET @error_message = N'Some of the Fields are Null'
end
END
-- Select the return values
select @error, @error_message
end

Sales Opportunity

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