Update Opportunity Totals automatic ?

Hello,
Pls. is it possible somehow to automate the "click" on the Update Opportunity Totals button in the Opp. ? There is a tendency to forget the click... and the opp. value is not up to date...
Txs.
Antonio

Antonio, this is something that is being considered in a future CRM On Demand release.

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Update Opportunity Totals button on Opprtunity Product Revenue line items

Hello,
In our application, the sales process is managed at the product revenue level. Each product line item goes through various stages and could be in the intiall state or get cancelled as well. I need to exclude these product revenue line items while updating the Revenue amount at the Opprtunity Header. With the <Update Opportunity Totals> button, the total is updated at the header irespective of the product reveneue status. I think I need to build a custome webservice to do that.
I need to find out if the <Update Opportunity Totals> button can be made read-only or removed based on roles and priveledges.
Thanks

Robin,
You can't turn off the button, but OOTB functionality can help you manage this. In our case, we created a workflow for the Revenue Record Type. The workflow watches for changes to the status of any Opty Revenue record, via the "Before modifed record saved" trigger event. When a user changes the status of an Opportunity Product Line Item to a specified value, "Lost" in our case, the workflow automatically updates the Quantity value at the line item to 0, and the Revenue and Expected Revenue values at the Opty Product Line Item level are calculated to be zero accordingly. When the user updates the totals at the Opty level, the totals inlcude only the records that have revenue associated with them at the Opty Prod Line Item level.
I assume your requirements are similar and the same approach could be used in your case.
Good Luck,
Thom

Update Opportunity Totals - trigger this action

Is there a way to trigger the Update Opportunity Totals action (so the user does not have to click on the button)?

Does anyone know if this functionality is available yet?
I have a customer that would like to know if there is a way to automate the clicking of the "Update Opportunity Totals" button everytime someone changes the product revenue record(s). Their issue is that if a user forgets to click the Update Opportunity Totals button after making a change that the Opportunity totals will be off.
Is there any work arounds for this?
Thanks.

Add logic behind 'Update Opportunity Totals' button in Oracle CRM On Demand

HI,
I need to add custom logic behind 'Update Opportunity Totals' button in Oracle CRM On Demand. Can anyone please let me know where can I implement this logic? Where can I find already implemented code of 'Update Opportunity Totals' button.
Thanks,
RM

Pl post this in a Siebel related forum
HTH
Srini

Disable the Update Opportunity Totals

Has anyone come up with a way of disabling the "Update Opportunity Totals" button on the Opportunity Page. Without going into detail, under certain circumstances, when our users click the button we come up with incorrect totals. This is due to our implmentation and how we populate the frequency & # of periods, not Oracle.
I looked into trying to add something in the in HTML Head Additions section of the custom web applet, that would disable just this button, but could not come up with anything.
The code that is executed when the button is selected is:
<div tabindex="5" onmouseover="toggleNavButton(this);" onkeypress="onButtonPress(this);" onmouseout="toggleNavButton(this);" class="buttonChildTitleBarTD" onclick="doNavigate('\/OnDemand\/user\/OpportunityDetail?OMTGT=RevenueList&OMCR0=1-19FGQ67&OpptyDetailForm.Id=1-19FGQ67&OMRET0=OpportunityDetail%3focTitle%3dDixie%2bPAS%26OMTGT%3dOpptyDetailForm%26OMTHD%3dOpportunityDetailNav%26ocEdit%3dY%26OpptyDetailForm.Id%3d1-19FGQ67%26OCTYPE%3d%26ocTitleField%3dName&OMCBO=Opportunity&OCTYPE=&OMTHD=UpdateTotals',true, this, null);" id="ProductRevenueChildListTB28508260*1"> Update Opportunity Totals </div>
Any thoughts?

You can't remove the Update opty total button but I had a similar issue, we capture revenue in 2 fields mthly and inital setup and it wouldn't use both and send it to the Opty total so we looked at redesigning it. I have 2 new currency fields and when a record is updated it divides the initial setup by # periods and adds that figure to the monthly figure and puts it in the currency field that displays in related items. The update Opty button then works with the correct numbers. Of course this goes in right after R16 because then I can remove the original Monthly revenue field off the related items section.
cheers
Alex

Modify functionality of "Update Opportunity Totals"

Hi all,
We are looking to modify the functionality of the button, "Update Opportunity Totals" in the Opportunities screen.
Can you share some pointers as to where can I find the flow, and modify the same to change the fields included maybe, and/or modify the calculations in effect ?
Best Regards

Hi,
what you can do is hide the standard button and instead insert a custom button with DOM manipulation (Global Web Applet in Action Bar with onload event). Afterwards you have to Query the Revenues (js query with sso) and update the opportunity (js insert)
Best Regards
SL

This last Firefox update was totally useless, all Firefox updates destroy my previous tabs and are therefore extremely disruptive.

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Firefox should not lose your open tabs when it updates. <br /> (That is not to say it always succeeds)
I know Firefox will sometimes remove stored open tabs with updates, and I think Firefox 29 itself had a particular issue with the open tabs.
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* https://input.mozilla.org/en-US/feedback
We are only volunteers and fellow Firefox users, not the people making choices and decisions.
Consider using Firefox Sync to backup your open tabs
* [[How do I set up Firefox Sync?]]
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Although Firefox will do nothing to warn you what features change, note that the Beta release is six weeks earlier and will give you a very good indication of what will be in the Release.
Release notes
*Fx '''29 Beta''' http://www.mozilla.org/en-US/firefox/29.0beta/releasenotes/
*Fx 29 http://www.mozilla.org/en-US/firefox/29.0/releasenotes/
*Fx 29.0.1 http://www.mozilla.org/en-US/firefox/29.0.1/releasenotes/
*Fx '''30 Beta''' http://www.mozilla.org/en-US/firefox/30.0beta/releasenotes/
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In Update_Opportunity_Pre error while updating opportunity status

Hello,
We are encountering an error 'In Update_Opportunity_Pre' in the log when trying to update apportunity status to a closed status using Update Opportunity API. Has anyone encountered this error before? If so, I would appreciate if you could share the fix/work around for this issue.
Thanks,
Dinakar.

Hi,
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Opportunity status changes to Cancelled
..... in pel_lead_utilities.update_oppty_header
..... Error Message In Update_Opportunity_Pre In Update_Opportunity_Pre In Update_Opportunity_Pre In Update_Opportunity_Pre In Update_Opportunity_Pre In Update_Opportunity_Pre In Update_Opportunity_Pre
..... AS_OPPORTUNITY_PUB.Update_Opp_Header
..... x_return_status = E
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With reference to subject matter I want a sincere advice regarding how to update transaction data automatically into MySQL database using PI. Is there any link available where I can get step-by-step process.
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Update group in automatic credit control

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Regards,
raghu

Hi,
More info on this ,
<b>Credit update for open order/delivery/billing document value</b>
The credit update controls when the values of open sales orders, deliveries, and billing documents are updated.
Note
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Use
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<b>Update group 000012</b>
Sales order
Increases open order value from delivery-relevant schedule lines
Delivery
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Billing document
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Increases open billing document value
Financial accounting document
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Increases open items
Update group 000015
Delivery
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Increases open billing document value
Financial accounting document
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Update group 000018
Sales order
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Billing document
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Increases open billing document value
Financial accounting document
Reduces open billing document value
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<b>Note</b>
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Hope it adds. Pl reward if helpful.
Thanks & Regards
Sadhu Kishore

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Update Opportunity Totals automatic ?

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