Ytd sales field in contact record

Hi - I noticed there's a 'YTD Sales' field out of box. Is this maintained in anyway by the application? The reason I ask is we need a feature where a total sum across all a contact's accounts is kept - outside of a report, any ideas how I could automate the YTD Sales reflected based on the sum of account values? I don't see a way through workflow or defaulting rules to update one object (contact) based on updates to a related object (account).

i'm not sure how that would work with joinvalue. Since I'd have to trigger it from the individual accounts, but then how to set the value in the related contact record? Seems like I may need webservices.

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iPad 2 running iOS5 syncing to iCloud.
My Address Book has ll the contact records I expect to see however none of the records have any populated fields, the "fields page" is blank. The Address Book on my iMac, iPhone and in iCloud are full and complete.
I have removed and re-added my iCloud account to the iPad and it has made no difference.
Any advice please?

Fixed....... create a new contact on the iPad..... that's a bug for Apple to fix!

HT5887 Air Drop does not transmit Contact info located in the Notes Section of the Contact. How does one transfer All Fields of a contact record?

Transferred a Contact from my iPhone 5S/ios7 to my iPad Air. Successfully transferred the Contact including all ph numbers, email addresses, and street addresses. But -- it did NOT transfer all the text in the "Notes" section of the original Contact. Why? Some of my Contacts also have a photo in the same Notes Section. I don't want to sync the devices via the cloud because I just want selected Contacts. Sharing via email does the same thing - no Notes. Only way I've found is to Sync with Outlook Contacts on my Windows XP and Windows7 PCs.

So far it appears Microsoft's Outlook program is the only contact manager capable of "Forwarding" a Contact record that is all inclusive of all the data in the Contact including the Notes data.
While some may use the Notes field to store "secret or confidential" information...I've used it to store more mundane Notes that are not NOT confidential or sensitive in any way. Moreover....only want to "Share" (Microsoft calls it "Forward") with my own multiple devices. The "Notes" data might include a picture, another type of image, a map, a URL, etc. I and the rest of the MS Windows user world began building Contacts in Outlook so long ago it is not practical to switch to iOS-based personal info management software unless it allows complete conversions or "Sharing" as Apple calls it.
Microsoft figured this out years ago by allowing the user to choose whether to include Notes or not when "Forwarding" any individual Outlook Contact Record. It sounds like we need Microsoft Outlook for iOS like we have MS Outlook for MAC. With thousands of Contacts in MS Outlook 2010 I can't do without the Notes data in my files. And it isn't practical to use a syncing function when I only need 10-20% of my overall contacts on some of my iOS devices.

Adding a New Contact Record link in a report

Dear Gurus,
I've followed instructions on how to create a New record link in a report using instructions from the Oracle CRM On Demand Reporting book but needed additional help in terms of how to auto populate the Account Name onto the New Contact Edit screen. I've created a custom Contact report that is setup as a web applet to replace the OOB Contact section that is showing on the Account Detail screen.
On this report, I've created a hyperlink that opens a New record edit screen for a Contact record. I need to pass in the Account Name since this is a required field on the Contact Detail screen and needed help with the URL that I've entered as a custom text format in the column formula. From the M. Lairson's Reporting book, I've entered:
@[html]*a href="/OnDemand/user/ContactDetail?OMTGT=ContactDetailForm &ContactDetailForm.Id="@target="_
top">"Contact Details"*/a*
(html not displayed correctly - I've to substitute < and > with *)
This worked great but I need to pass in the Account Name. Can you help with a URL that will do what I needed? Thanks.
Edited by: TTone on Jul 26, 2010 12:16 AM
Edited by: TTone on Jul 26, 2010 12:27 AM

Hi,
Copy the URL from the contact create link and pass the values like Account Name etc by adding it to the URL, use & to separate the values.
hope it helps,
Mayank

Updating fields under contacts

Hello World!
I have a very simple question. I have a vendor who created a custom batch process to update existing addresses for my contacts records. The vendor is using a set of web services provided by Oracle. The problem I am running into is as follows:
Existing Address:
Address1: 1234 X Street
Address2: Suite 100
City: Sacramento
State: CA
Zip: 99999
New Address:
Address1: 444 Y Street
Address2:
City: Sacramento
State: CA
Zip: 99999
Once in a while a customer will update their address where the Address2 field is no longer used and needs to be nulled or blanked. My vendor is telling me that it is not possible to blank out the Address2 field because the web services don't allow it? I personally think this is a bunch of hog wash. Can someone please confirm?
thanks,
Juan.

keep the cursor on data element and click on where used list and select table fields..
else go SE15 Transaction and click on data dictinary and see the data element ..
give ur data elemnt and it shows list of fields..
Reward Points if it is helpful
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Seshu

How to get YTD sale for Last year In OBIEE 11g

Hi All,
I have a fact table for Sale_Amt with doc_date wise details. It is connected to Simple time_dimension table based on Date_ID(Number) field. The time_DIm Hierarchy is set on Year, Quarter, Month fields of the time_dimension table.
One of my reporting requirement is to show show YTD sales and Last Years YTD sales.
e.g, If user select 23 Jul 2013 as the date parameter, I need to show 1-Apr-2013 till 23 Jul 2013 Sales in YTD column and 1-Apr-2012 till 23 Jul 2012 Sales in Year_Ago_YTD column. I am able to get YTD sales but unable to derive at Year_Ago_YTD sales figures.
Finacial Year Start from 1st April till 31 March.
Any Help on this will be appriciated.
Thanks.
Narendra Shetty.

Narendra,
You can make use of the below two functions to get the year ago dates. You can replace current_date with a presentation variable that stores the date parameter that user selected.
TimestampAdd(SQL_TSI_YEAR,-1,TIMESTAMPADD(SQL_TSI_MONTH, 3,TIMESTAMPADD( SQL_TSI_DAY , EXTRACT( DAY_OF_YEAR FROM CURRENT_DATE) * -(1) + 1, CURRENT_DATE))) - It will display previous year's first day of fiscal year (since I passed current_date, it gives you 1st april 2012)
and
TimestampAdd(SQL_TSI_YEAR,-1,current_date) - Same Day Last year
Pls mark correct/helpful.

How to find table / field where condition records are saved?

Hi,
We want Sales Order Rate ( Condition type ZR00 calculated with backward pricing ), as a column in a Z report.
I am not able to find out the table / field where system saves condition records for this condition type. I can only see structure.
Please help to trace down the field where this data is stored.
Regards
Trupti

Hi Vishal,
KNUM is the internal number under which system saves the conditions that apply to a Sales Order.
So first to derive this KNUM from sales order we use Table VBAK
AFter this we use this KNUM and the condition type in table KONV to get the value for that perticular condition type.
Please check following.
SE16> VBAK> enter any sales order in field VBELN and note down number in field KNUM.
SE16 --> KONV --> enter this KNUM and the condition type --> you would receive condition record value for this condition type, for that sales order.
KNUMH is a similar field in the table A503( in our case), but we also wanted link of the sales order to this record.
Thanks for your help anyways!!
points provided.

Additional Field for Condition Record ..............

Hi Gurus
Plz read the Question Properly
I know that for adding a new field as key field for condition record , one needs to append the structure( main ) KOMPAZ so that the field appears in KOMP structure .
Say want Shiiping Point as one of fields in Condition Records. ....VSTEL field
Now when the field appears in KOMP , then we can CREATE CONDITION RECORD FOR THE SAME
FOR EG: *SALES ORG - DISTRIBUTION CHANNEL-CUSTOMER-SHIPPING POINT-MATERIAL..... BASED MATERIAL PRICING
WHAT I FAIL TO UNDERSTAND
1.WHY WE PASS SHIPPING POINT ( VSTEL) FIELD FROM LIKP -VSTEL TABLE TO NEW FIELD DEFINED.
2.LIKE SALES ORG/ DISTRIBUTION CHANNEL ALSO ARE DEFINED IN ENTERPRISE STRUCTURE AND VALUE IN CONDITION RECORD IS PICKED FROM THERE ONLY, WHY NOT SHIPPING POINT.
WHY THIS ??????....
Supply the new field you defined by including the following source code line in
USEREXIT_PRICING_PREPARE_TKOMP:
MOVE xxxx-VSTEL TO TKOMP-ZZVSTEL.
In order processing you find the user exit in Include MV45AFZZ, and in billing document processing you find it in Include RV60AFZZ.
Regards
Rohit

> Plz read the Question Properly
I read the question properly ;-).
> WHAT I FAIL TO UNDERSTAND
>
> 1.WHY WE PASS SHIPPING POINT ( VSTEL) FIELD FROM LIKP -VSTEL TABLE TO NEW FIELD DEFINED.
The first thing you need to understand is that the condition records value is not based upon the the enterprise structure which you have defined. Rather it will pick value from the sales documents which we have created. The reason behind including this LIKP-VSTEL is that only, Just imagine, where you are using condition records??? in Sales order, in delivery, in billing..... and based on the data passed in these documents your condition records will be populated.
Again for example : you have maintained record for Sales org 1000, DC 10, division 00 shipping point 1000 then the record will come into the document provided the document should fulfill these all.
I hope this will make you understand this.
> 2.LIKE SALES ORG/ DISTRIBUTION CHANNEL ALSO ARE DEFINED IN ENTERPRISE STRUCTURE AND VALUE IN CONDITION RECORD IS PICKED FROM THERE ONLY, WHY NOT SHIPPING POINT.
No the records are only coming from the Sales documents. only.
Thanks,
Raja

ContactList_UpdateInsert will not update Contact Record

I'm having trouble getting ContactList_UpdateInsert to work with Contact Records that have a username.
1) First, I call Contact_RetrieveByEntityID('adminuser', 'password' , 1234, entity_id) to retrieve the contact record data for updating.
cr = c.service.Contact_RetrieveByEntityID('adminuser', 'password' , 1234, entity_id)
2) Then I modify some data, such as ExternalID
cr.externalId = '123456'
3) Calling ContactList_UpdateInsert returns an error:
'Contact(s) saved in the system. Please review the list of error(s)/warning(s) found when processing the data.\n- Contact: John Doe | ERROR: The username [TestUser] cannot be assigned to contact with email [] as it is already used.'
Manually adding the emailAddress field because it's not in the original cr record fixes that error.
cr.emailAddress = '[email protected]'
Calling again gives the error:
Contact(s) saved in the system. Please review the list of error(s)/warning(s) found when processing the data.\n- Contact: John Doe | ERROR: The username [TestUser] cannot be assigned to contact with email [[email protected]] as it is already used.'
It seems as though any time the contact record has a username assigned, I'm unable to update the record. What's the deal??
EDIT: I thought I was posting this in the API section, but apparently not. Sorry.

Okay I figured this out. When updating, you either have to supply externalId or emailAddress to match the record you want to change. If neither is supplied, or it doesn't match the supplied value, it adds a new record instead of update. So if you're trying to add an external id, you have to supply the emailAddress parameter as well, so it can match the record you want to change. I don't know if you can change the external id since it will try to match the external id before the email address.
This is the explanation from the knowledgebase
Please note that similarly to the import routine, you can utilize the External ID property to set a unique idenitifier value for each customer. If this value is present then customers are matched and updated accordingly. For example if every customer in your system has a member number, then assign that to the External ID property. If you do not utilize this property then the unique identifier used will be a customer's email address. If neither is provided then contacts are added and never updated as no unique identifier exists.
I assumed that if you retrieve the record you want first (using Contact_RetrieveByEmailAddress), then make your changes and send it to ContactList_UpdateInsert, it should just update that record. But you have to set the emailAddress parameter.

How would i add Account Emp res id field in contact search

Hi Gurus,
Can any one tell me the procedure to add Account Employee sales responsible field(BP_HEAD_SEARCH>SEARCH(VIEW)>SEARCH(CN)>OWNER) in Contact search (BP_CONT_SEARCH)?
Is it possible to add account related fields in contact search?
Thanks

Hi Nisha,
I appreicaite your reply. I did the same way and i also did explict logic to get the accounts depedning on the user selection for custom field in EH_onsearch ( ). but when there is a huge data, my logic gives time out error on web ui.so that is why i want to add the stadard way.
Account Emp res field is already it is part of account search.so if i add Attribute from Builheaderadvancedsearch BOL entity to the contact search BOL entity through wizard , will that works?
Thanks
Seema

"Date Created" or "Date Modified" field for Contacts?

Is there any way to view -- or sort by -- a "Date Created" or "Date Modified" field in Contacts?
Or, at the very least, view a single records Date Created/Modified?
In particular, when exporting the BB's Contacts to an ASCII, I'd love that field to appear.
Thanks,
MooShoo

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Contact record not pupulated when Task created using Workflow.

Hi All
I am using workflow to create Tasks when new Serivce Records have been created. When the Service Record is created and the Contact field is linked to a Contact record, the Contact does not carry through to the Task record created by the workflow. I have noticed that when I add the Task manually to the SR that the Contact record does carry through so is there something I need to add to my workflow?
Thanks Gail

Hi Mani
I have an SR raised for this already SR 3-162376211, should I close this? Do you have a reference number or something for me to reference this issue/enhancement request with in the future?
Thanks Gail

Weird crmForms array returned in the Contact record

I have 2 CRM forms (Photo and History) attached to the contact. Both have only one field right now (will add more in the future). The structure in the contact record looks like this...
[crmForms] => stdClass Object
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Why is the Photo field returned inside of the History form???

I have 2 CRM forms (Photo and History) attached to the contact. Both have only one field right now (will add more in the future). The structure in the contact record looks like this...
[crmForms] => stdClass Object
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                    [0] => stdClass Object
                            [formId] => 141376
                            [formName] => Photo
                            [crmFormFields] => stdClass Object
                                    [CrmFormFields] => stdClass Object
                                            [fieldId] => 437621
                                            [fieldTypeId] => 8
                                            [fieldName] => Photo
                                            [fieldValue] =>
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                            [formId] => 144272
                            [formName] => History
                            [crmFormFields] => stdClass Object
                                    [CrmFormFields] => Array
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                                                    [fieldId] => 437621
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Why is the Photo field returned inside of the History form???

Editing a contact record

Anyone know how to edit an email address within a contact record? Whenever I update and contact's email address and hit "Save", it always reverts back to whatever was previously in that field.

Are you the Eloqua Admin merbram? If so you should be able to change the email address, if not, then you may not have permission to make changes and would need to get access from your admin.

Is there a way for the Yosemite maps app to add address to an existing contact (in contacts app) instead of creating new contact record with blank name (not useful)?

I was using the maps app in yosemite to look up an address, once I was able to verify the address, I wanted to add that address to an existing contact record in the contacts app. When I clicked on the option to add address to contacts, it unfortunately creates a new record with the address in it, however, the rest of the contact is blank.
My question is: is there a way to prompt the user (me), to select whether they want to create a new contact or add it to an existing contact?
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Regards,
Peter

I was using the maps app in yosemite to look up an address, once I was able to verify the address, I wanted to add that address to an existing contact record in the contacts app. When I clicked on the option to add address to contacts, it unfortunately creates a new record with the address in it, however, the rest of the contact is blank.
My question is: is there a way to prompt the user (me), to select whether they want to create a new contact or add it to an existing contact?
Thanks in advance for your help!
Regards,
Peter

Ytd sales field in contact record

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