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Specifying Parent and Child Opportunities

You can indicate opportunity hierarchies, such as a sales opportunity that has multiple components, by specifying a parent-child relationship. You can create the parent opportunity from the child opportunity or create the child opportunity from the parent opportunity.

If you delete a parent opportunity that has related subopportunities, the association between the parent and child records is deleted, but the child opportunities remain as active records. The Parent Opportunity External Unique ID field remains populated for the child opportunity record in case the parent opportunity is later restored from the Deleted Items page.

If you associate a child opportunity with a new parent opportunity record, the Parent Opportunity ID, Parent Opportunity, and Parent Opportunity External Unique ID fields are populated with the values for the new parent. If the original parent record is restored, it is not reassociated with the child record.

If a single child opportunity is deleted, the parent opportunity and any additional child opportunities remain as active records, and the deleted child opportunity moves to the Deleted Items page. The deleted child opportunity is no longer displayed in the Sub-Opportunities related information list for the parent opportunity, but the Parent Opportunity Id, Parent Opportunity, and Parent Opportunity External Unique ID field values remain populated on the deleted child opportunity record.

The following procedures describe how to specify parent and child opportunities:

To specify a parent opportunity

  1. Select an opportunity to be the child opportunity.

    For instructions on selecting opportunities, see Finding Records.

  2. On the Opportunity Detail page, click Edit.
  3. On the Opportunity Edit page, click the Lookup icon next to the Parent Opportunity field.
  4. In the Lookup window, select or create the parent opportunity.
  5. Save the record.

To specify a child opportunity

  1. Select an opportunity to be the parent opportunity.

    For instructions on selecting opportunities, see Finding Records.

  2. On the Opportunity Detail page, click Edit.
  3. On the Opportunity Edit page, click the New button next to the Sub-Opportunities Related Items list.
  4. In the Lookup window, select or create the child opportunity.
  5. Save the record.

To remove or delete an opportunity hierarchy

  1. Select the child opportunity.

    For instructions on selecting opportunities, see Finding Records.

  2. On the Opportunity Detail page, click Edit.
  3. In the Parent Opportunity field, delete the current value, type a new value, or use the Lookup icon to choose a new value.
  4. Save the record.

Related Topics

See the following topics for related information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.