Status in opportunity

We have the requirement in Opportunity Mnanagement ,
If I change the Phase from IDENTIIFICATION to QUOTATION ,by default The tranjasction status should change from " INPROCESS " to " SENT QUOTATION " .
any kind of information is rewarded .
Thaks in Advance ,
SAPCRM

Hi,
To achieve this as everyone said u can make use of action Profile.
1. The action Profile will have the scheduling condition or start condition as the Phase = Quotation.
2. In procesing type u can use tWo options ( B is preferrable):
a. Use Workflow- u may have to create a workflow which will change your user status from Inprocess to sent Quotation. It will be a small workflow.
b. Use Method call- Here there is an standard method available to change user status.( not very sure with the name i think its CHANGE_USER_STATUS).here u just have to pass the status Profile name and the status to be changed.It will be a very simple development.
Wish the information is useful.
Regards,
Shalini Chauhan

Similar Messages

Cannot extract user statuses for Opportunity items

Hi,
Standard SAP Extractor does not extract User statuses for the Opportunity Items, Data Source name 0CRM_OPPT_I for 0CRM_C04 icube.
According the OSS note We have to prepare our own enhancement of the extract structure to include the mapping of the user status group.
We extended the related structure. There is no problem with this. We need a code sample for mapping of added field to extract structure.
There is a BAdI for this purpose : CRM_CSDR_BWA_MFLOW
I need to insert some ABAP code in this implementation.
Does anybody can give some code sample for this.
thanks,
Yigit

You can also configure the user status for Opportunity Item also. If you want to enhance the dataSource, here is the sample for BAdI:
method if_ex_crm_bwa_mflow~enhance_data_source .
data: it_extract type table of CRMT_BW_OPPT_I,
        wa_extract like line of it_extract.
case i_datasource.
    when '0CRM_OPPT_I'.
      it_extract = ct_data[].
      refresh ct_data.
      loop at it_extract into wa_extract.
Implement your logic here*****
All the statuses stores in CRM_JEST table*****
        modify it_extract from wa_extract.
      endloop.
     ct_data[] = it_extract.
    when others.
endcase.
endmethod.

Table for Status for Opportunity or Credit Memo

Hi,
Which table stores the 'Status' field for Opportunity?
Thanks,
Chirantan

Hi,
The tables are TJ30, TJ30T.
Hope this helps!
Best regards,
Roula

Incorrect Action Status in Opportunity

Hi,
I have created a new action profile (by copying a standard one), assured the relation to the new opportunity type, maintained conditions etc. In testing:
- no planned activity is generated
- the action status is incorrect
I have double-checked all setting, I cannot figure out what is wrong. I will appreciate your help.
Regards,
Horatiu

Hi Horatiu,
Where exactly you are finding results such as:
no planned activity is generated
- the action status is incorrect
rgds
Hari

Follow-up tasks depending on status of opportunity

Hi,
we have the following requirement. When the phase of an opportunity has a predefined value some follow-up tasks should not be avilable.
Can you please help?
Thank you, Donatella

Hi Donatella,
Refer to Sales Assistant section Opportunity Management best practice document for details.
http://help.sap.com/bp_crmv12007/CRM_DE/HTML/index.htm
http://help.sap.com/saphelp_crm60/helpdata/en/46/0aa3824d7214dde10000000a155369/frameset.htm
Please award points if useful.
Regards
David

Automatic determination of User Status in based on sales Stages

Hi All,
    Can we determine the user status of Opportunity document based on the completion of sale stages.
     can we do it in configuration itself or we need to go for development .
        Suggest some logical solution.
Regards,
Omer

Hi Omer,
As far as user statuses and customizing is concerned, you cancustomize only upto extent given in SPRO status management. If that does not fullfill you needs then status management BADI is given.
You can define the System status that should be mapped for your user status but can not define a user status for a sub-process level !!
If you know what is the system status on completion of your slae stages, then you can map your user statuses to those system statuses.
Thanks & Regards
Suchita

Can I Control Follow Up Transactions based on the Status ?

Hi,
I have created follow-up transaction (Quote) for main transaction Opportunity (this is custom defined transaction). I am able to create the follow-up transaction alright. However, now I would want to restrict the creation of follow up transaction based on the status of Opportunity. E.g if the Opportunity status is "Open" then I should not be able to create the follow-up transaction, wheras if the Opportunity status is "Won" then I should be able to create the follow-up transaction.
Any help will be highly appreciated.
Regards,
Diptendu

Write this restricting condition in COPY or OPPORT_H method of CRM_COPY_BADI. Raise an error message when status is not as desired which will stop the creation of follow up document. Do not forget to filter for transaction type i.e. process type. Also to make it exclusive for creation of follow up document (not code for copy control also), put some other condition checking docflow or something.

User defined Status in BW

hi all
just a simple question.
the procedure illustrated in SBW about "status concept" is valid for cockpit datasources?
thanks,
Stefania

Hi Ram,
Thanks again. I am heading to get my user status for opportunity using the standard way suggested by you.
1) Maintained the BW status groups , objects.
2) Generated text data source.
3) RSA6 - enhance the extract structure for 0CRM_OPPT_H
4) In the append structure add the field BWSTONEUSS0
where ONE is Status group and USS0 is status object.
Still the field is not visible in extract structure.
Thus not able to see the extraction in RSA3.
Can you pls support me on this ?
Thanks ,

Change the Status depending on the value selected in Sales stage

I want to change the status in opportunity, depending upon what is entered in sales stage.
I tried to find an appropriate BADI for the same purpose, but couldn't figure out any.
I was thinking of changing the method do_prepare_output and including the code to get the value of sales stage and set the status. Is this feasible?

Alternatively, you can enhance the SET method of the sales status and add the logic for status update as well.
Regards, Kathirvel

SharePoint Online workflow not starting

Hi All,
I am an administrator for a company and I have been asked to create a workflow for them.
I created 2 workflows using SharePoint designer 2013. The 2010 workflow works as expected.
I created the 2013 workflow because I can use loops. However the 2013 workflow doesn't automatically start when an item is created. but works if I start it manually. I have checked and made sure that the check box is ticked for the workflow to start automatically.
The workflows go like this.
Step: Query Type
If Current Item:Query_Type equals Phone
  Set Status to Opportunity
Else
If Current Item:Query_Type equals Email
  Email Current Item:Sales_Rep2
  Pause for 0 days, 0 hours, 15 minutes
  If Current Item:Follow_Up equals No
   Email Current Item:Sales_Rep2
Step: Rental or Not
If Current Item:Rental equals Yes
  Email Current Item:Sales_Rep2
  Pause for 0 days, 1 hours, 0 minutes
  If Current Item:Quote_Sent equals No
   Email Current Item:Sales_Rep2
  Else
  If Current Item:Rental equals No
   Email Current Item:Sales_Rep2
   Pause until Current Item:Date to Send Quote
   Email Current Item:Sales_Rep2
And the 2013 one goes like this
Stage:Follow Up
Loop: Email to manager
  The contents of this loop will run repeatedly while: Current Item:Follow_Up equals No
   Pause for 0 days, 1 hours, 0 minutes
   If Current Item:Follow_Up equals No
    Email Current Item:Manager
If Current Item:Follow_Up equals Yes
  Set Status to Opportunity
Transition to stage
Go to Rental or Not
Stage:Rental or Not
Loop: Escalation
  The contents of this loop will run repeatedly while: Current Item:Quote_Sent equals No
   Pause for 2 days, 0 hours, 0 minutes
   If Current Item:Quote_Sent equals No
    Email Current Item:Manager
Loop: Escalation
  The contents of this loop will run repeatedly while: Current Item:Quote_Sent equals No
   Pause for 7 days, 0 hours, 0 minutes
   If Current Item:Quote_Sent equals No
   and Current Item:Date to Send Quote is greater than Current Item:Date to Send Quote
    Email Current Item:Manager
Transition to stage
Go to End of Workflow
If this makes sense? If not can anybody give me advice on how to get this working the way it is expected to work?

Hi,
From your description, After you modified the workflow and added "App Step" to it and "Pause" actions apart from few other modifications, you got the issue that
SharePoint 2013 Workflow not starting when a new item is crated.
Whether you got the issue Before you modified the workflow.
I have done a test in my SharePoint 2013 and it works fine.
I suggest you update SharePoint to the latest CU.
Here is an blog similar with your issue, you can use as a reference:
http://blogs.msdn.com/b/sridhara/archive/2014/08/19/fix-sharepoint-2013-workflow-recursion-prevention-part-1.aspx
Best Regards,
Lisa Chen
Lisa Chen
TechNet Community Support

Dynamic PL/SQL Questions

Hi,
I like to choose one among the operators coming from the web page.
Like >, <, >=, Between etc etc ..
Using this I have to execute a certain query.
For eg in the case of > I will execute total_amount > amount;
in the case of < I will execute total_amount < amount;
but in the case of between, I will execute total_amount between min_amount and max_amount.
I am trying to use the dynamic SQL to code this where condition and using it in the cursor to fetch data. Please suggest me a solution to resolve this without duplicating the query that many times as the operator.
I have attached the query for your perusal.
WHEN oppsRange = 'EQ' THEN
     oppsclause := 'AND d1.TOTAL_AMOUNT = :V1';
WHEN oppsRange = 'LT' THEN
     oppsclause := 'AND d1.TOTAL_AMOUNT < :V1';
     WHEN oppsRange = 'GT' THEN
     oppsclause := 'AND d1.TOTAL_AMOUNT > :V1';
     WHEN oppsRange = 'LE' THEN
     oppsclause := 'AND d1.TOTAL_AMOUNT <= :V1';
     WHEN oppsRange = 'GE' THEN
     oppsclause := 'AND d1.TOTAL_AMOUNT >= :V1';
     WHEN oppsRange = 'NE' THEN
     oppsclause := 'AND d1.TOTAL_AMOUNT <> :V1';
     WHEN oppsRange = 'BT' THEN
     oppsclause := 'AND d1.TOTAL_AMOUNT BETWEEN :V1 AND :V2';
     WHEN oppsRange = 'ALL' THEN
     oppsclause := 'AND';
     END CASE;
     DBMS_OUTPUT.PUT_LINE(oppsRange || oppsclause);
     OPEN tot FOR
     'select DISTINCT a1.SALESREPID, d1.lead_id, d1.total_amount, d1.status from EMCSV_R25_DIST_PROF_TBL a1,
               jtf_rs_resource_extns b1,
               as_accesses_all_all c1,
                                                                 as_leads_all d1
     where a1.userid = :V1 and
                                             b1.resource_id = a1.SALESREPID and
               c1.PERSON_ID = b1.SOURCE_ID and
                                                       d1.lead_id = c1.lead_id' || oppsclause || 'ORDER BY a1.SALESREPID'
          using userID, oppsMin , oppsMax;
          LOOP
          FETCH tot INTO salesrep, leadID , opps_amount, opps_status;
          EXIT WHEN tot%NOTFOUND;
          DBMS_OUTPUT.PUT_LINE('Sales Reps ' || ' ' || salesrep ||
          'leadID ' || ' ' || leadID ||
          'Opportunity Status' || ' ' || opps_status ||
          'Opportunity Amount' || ' ' || opps_amount);
          END LOOP;
          CLOSE tot;

Hi
What's wrong with your solution?
I think easier to manage your solution than to develop a complete sql analyzer.
Ott Karesz
http://www.trendo-kft.hu

How to Deactivate a Survey in an unmodifiable Quality client ?

Hello,
I have a Survey in Quality system, that needs to be deactivated, so
that it does not shows up in an Opportunity in Web UI, when the Status of
Opportunity is Win/Loss.
The problem is, the Quality system client is Unmodifiable, hence I am not
able to change the "Define Determination
for Questionnaires" and hence make this survey Inactive. The changes can only go through
Transport from the Dev system.
And, in the Dev system, surprisingly, there is no entry for this Survey
in "Define Determination for Questionnaires", where I could do the
changes and create a transport for the Q system.
Hence, it has become kind of a deadlock. Please suggest some solution.
Changes to be done on this screen: (making the survey Inactive):
IMG -> CRM -> Transactions ->Settings for Opportunities ->Sales
Methodology ->Define Determination for Questionnaires
Any help would be appreciated.
Thanks,
Abhi
Edited by: ascrm03 on Dec 5, 2011 9:49 PM

Hello, ascrm03.
Usually in such situations you can proceed in following way.
Make exactly the same setting in dev system as in quality system. This will create a transport request in dev system with information "to create" this setting. Transport this request to quality system. It won't create any new entries in quality system as they are already there.
Then delete this setting in dev system and transport this new request to quality system with information "to delete".
And you're done.
Do not remember for sure but may be it's possible to do the same with one request (create and immediately delete the setting).
Other way is to ask basis guys (whoever else who is responsible for) to "open" this quality client and then clean it.
Hope this will help.

Control display/edit mode of an Assignment Block through code

Hi all,
Requirement : If status in Opportunity is XYZ (BT111H_OPPT/Details - BTStatus/Struct.Act_Status), I need to show items Assignment block((BT111H_OPPT/ItemsList) in display mode. When user tries to go into edit mode, display error saying - "With XYZ status, items are not editable."
Observations so far : In "BT111H_OPPT/OpportunityOVViewSet", method set_view_group_context involves interface "IF_BSP_WD_VIEW_GROUP_CONTEXT" that has methods SET_VIEW_EDITABLE etc., But there is no method to change to display mode. CL_BSP_WD_VIEW_GROUP_CONTEXT uses this interface and has a subclass CL_CRM_WFD_VIEWGRP_CTXT. This subclass has the method SET_VIEW_DISPLAY_MODE.
Question : How to access this method SET_VIEW_DISPLAY_MODE in my requirement? I tried to use the code from this method in my logic, but since attribute 'EDITABLE_VIEWS_TAB' is protected, I'm not able to do anything. Also is there any other way to get solution for my requirement.
Thanks in advance,
Vinoth

HI Vinoth,
if that method is not accessible then try with the below logic.
In the item , fetch the required status(gv_status) which you required .
THen in the item assignment block view, HTM..
check for the diaplpy mode. and store the value in a llocal variable.
lv_disaply_mode = controller->view_group_context->is_view_in_display_mode( controller ) .
if controller->gv_status = 'XYZ'.
lv_display_mode = abap_true.
endif
then pass this lv_display_mode varaible to the configtable display mode Attribute.
<chtmlb:configTable id = "Table"
displayMode = "<%= lv_displaymode %>"
Hope this will help..
Thanks
Sudhansu

Download customizing crm - cdb - msa ?

Hello forum,
where/which objects do I have to download in crm, so that my
msa-client has the same customizing as my crm-online ?
I use in msa bp/cp with activity-management.
Hope someone can help !
Thanks
Gerd

Hi Gerd,
Below mention is list of adaptor objects to be downloaded from CRM to CDB:
Object Name     Description
BOTVAK_OBJECT     BOTVAK_OBJECT
BOTVAPO_OBJECT     ATP Profile per Item Category
CRM_DNLPRDOBJFA     Product Object Family
CRM_DNLPRDSCHEM     Numbering Scheme for Hierarchy
CRM_DNLPRODTYPE     Definition of Product Types
CRM_DNLSUBJPROF     Subject Profile
CRM_DNL_ACT_CAT     Activity Category
CRM_DNL_ACT_H     Activity
CRM_DNL_ACT_OBJ     Activity Objective
CRM_DNL_ACT_PRI     Activity Priority
CRM_DNL_BNKA     Banking Master
CRM_DNL_CODEPRG     Code Profile
CRM_DNL_CODEPRO     Code Profile
CRM_DNL_COPYCU     Service Transaction Type
CRM_DNL_CYCLE     Sales Cycle of the Opportunity
CRM_DNL_CYCPHAS     Sales Cycle of the Opportunity
CRM_DNL_ICATEG     Service Item Category Group
CRM_DNL_ITMTYPE     Item Type
CRM_DNL_IT_ASSG     Item Assignment
CRM_DNL_OPPIPOR     Opportunity Class
CRM_DNL_OPPORTH     Opportunity Header customizing
CRM_DNL_OPPTYPE     Object/Opportunity Sub-Type
CRM_DNL_ORGMAN     CRM_DNL_ORGMAN
CRM_DNL_PAR_FCT     Partner Function
CRM_DNL_PAR_PDD     Partner Determination Definition
CRM_DNL_PAR_PDP     Partner Determination Procedure
CRM_DNL_PHASE     Funnel Phase
CRM_DNL_PPFTCON     PPF: Actions
CRM_DNL_PPFTCU     PPF: Trigger Type
CRM_DNL_PRDCT     Service Valuation Types
CRM_DNL_PRDOBJF     Product Object Family
CRM_DNL_PROCTYP     Process Type
CRM_DNL_PRODUCT     Material Number Conversions
CRM_DNL_PRT_PFT     MSE Partner Function Category
CRM_DNL_QPC     Code
CRM_DNL_QPG     Code Group
CRM_DNL_SCAPPT     Date Type
CRM_DNL_SLSITEM     Sales Item Customizing
CRM_DNL_SOURCE     Opportunity Source
CRM_DNL_SRVCUST     Service Header Customizing
CRM_DNL_SRV_TY     Service Types
CRM_DNL_STAREAS     Status Reason
CRM_DNL_SUBOB     Service Object Types for BTH
CRM_DNL_SUBOB_I     Service Object Types for BTI
CRM_DNL_TAXCNT     TB070
CRM_DNL_TAXCN_T     TB070T
CRM_DNL_TEXT_O     Text Object Definition
CRM_DNL_TEXT_P     Text Determination Procedure
CRM_DNL_TG_TT     TB071
CRM_DNL_TIMECTE     Date Set Profile
CRM_DNL_TJ02     System Status
CRM_DNL_TJ20     Status Profile
CRM_DNL_TJ30     User Status
CRM_DNL_TQ15     Code Catalog Type
CRM_DNL_TTXID     Texts for Text IDs
CRM_DNL_TTXOB     Defaults for Object Types
CRM_DNL_VAL_TY     Service Valuation Types
CRM_TTE_CNTDEP     Country-Dependent Customizing
CRM_TTE_COMMUNI     Community
CRM_TTE_INTDATA     Customer Interaction Data
CRM_TTE_MAP     Customer Mapping
CRM_TTE_SYSDATA     Customer System Data
CRM_TTE_TAXABIL     Customer Taxability
CUST_CHAN_WRITE     Campaign Channels
CUST_CTYPT_WRT     Campaign Type
CUST_PCAUT_WRT     Campaign Authorization
CUST_PCOBJ_WRT     Campaign Objective
CUST_PCTAC_WRT     Campaign Tactics
CUST_PRCPROCDET     Determine Pricing Process
CUST_PRCPROC_DE     CUST_PRCPROC_DET-SalesDoc
CUST_PRIOR_WRT     Allocation Priority
CUST_PRIOTX_WRT     Campaign Priority
CUST_STUS_WRITE     Allocation Item Status
DNLITEMSTATUS     Opportunity Item status
DNL_CRM_IBA_CTY     IBase Component Type (Service)
DNL_CRM_IBA_TYP     IBase Types
DNL_CUST_ART_NO     Product: Categories
DNL_CUST_AU_CON     Sales Document Types: Texts
DNL_CUST_BNKA1     Banking Information CRM->CDB
DNL_CUST_CLASS     Sales
DNL_CUST_COUNTR     Business Partner: T005*
DNL_CUST_CREDIT     Business Partner: TFACT
DNL_CUST_CURREN     Currency
DNL_CUST_CUST1     Business Partner: 151,188,189
DNL_CUST_CUST2     Business Partner: TPRIT
DNL_CUST_CUST3     Business Partner :TVGFT
DNL_CUST_GLOBAL     Business Partner: TSAB, TSABT
DNL_CUST_INDUST     Business Partner: T016T
DNL_CUST_IT_CAT     Sales Document Item Categories
DNL_CUST_LANGU     Business Partner: T002, T002T
DNL_CUST_MAT1     Sales, Shipping
DNL_CUST_MTART     Item Category Group
DNL_CUST_PAFUNC     Partner Function Groups
DNL_CUST_PERS1     Business Partner: TPKFT, SABT
DNL_CUST_PERS3     Business Partner: TB010
DNL_CUST_SD_CON     DNL_CUST_SD_CON
DNL_CUST_SD_OR1     Business Partner: VAST
DNL_CUST_SD_OR2     Business Partner : VFST
DNL_CUST_STOCK     Process Type
DNL_CUST_SYSMSG     Messages
DNL_CUST_SYS_TB     Contains SMONRIV
DNL_CUST_UNITS
Best Regards,
Pratik Patel
<b>Reward with Points!</b>

Oracle Performance Management Learning Path not showing

Hi,
Learning Path can be included in the appraisal if sepcfied on the Aprraisal Template. We have done so and have enabled the approproate personalisation on the self service pages but despite this we still cannot see the Learning Path section on the Aprraisal page. Can someone pleaseadvise on what could be wrong, why we still can't see the Learning Path section.
Regards.
TL

Dear Mak..
Make sure that in PPM you have enter the required date when you are going to do filtering.
also chack the opportunity status.
The reason is for viewing of won opportunity need to set the chance of success while you create the opportuinty after save the document system calculates the status of opportunity such as:- won, loss modrate..
Thanks

Status in opportunity

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