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#### Linking Products to Opportunities You can link products to opportunities to: Track which products belong to the opportunity Calculate opportunity revenue based on product revenue Base your company’s forecasts on product revenue and product quantities You can also link a product to an opportunity when you create the opportunity. If your company administrator has enabled the Save and Add Product button on the Opportunity Edit page, you can click the Save and Add Product button to save the new opportunity record and navigate directly to the Opportunity Product Revenue Edit page. If you cancel adding the product revenue record, then Oracle CRM On Demand displays the Opportunity Detail page for the previously saved opportunity record. In the standard application, the Product Category field in opportunity product revenue records is read-only, and the correct product category for the product is automatically selected. If your administrator makes the Product Category field editable for opportunity product revenue records, then you can select a product category. However, if your administrator enforces the relationship between products and their product category, then you receive an error message when you try to save an opportunity product revenue record if the product category and the product are not associated with each other. Your administrator can enforce the relationship between products and their product category by selecting the Enforce Product Category-Product Relationship check box on the company profile. If your user role has at least one of the following privileges, then you can use the Mass Update feature to update the values in a group of product revenue records linked to an opportunity at the same time: Mass Update Any Field Mass Update Editable Fields Available on the Page Layout The Mass Update button is available in the Opportunity Product Revenues section of the Opportunity Detail page and is also available in the Opportunity Product Revenue List page, which opens when you click the Show Full List link in the Opportunity Product Revenues section of the Opportunity Detail page. NOTE: Se il proprio ruolo utente include il privilegio Aggiornamento di massa - campi modificabili disponibili nel layout di pagina e non il privilegio Aggiornamento di massa - qualsiasi campo, l'insieme di campi aggiornabili mediante la funzione Aggiornamento di massa risulta limitato. You can update only the fields that are editable for you on the Detail page layout that is assigned to your user role for the record type. For record types that have a dynamic layout, you can update only the fields on a record that are editable for you on the Detail page layout that applies to that record. For more information about the Mass Update feature, see Updating Groups of Records. ### About Updating Opportunity Totals Depending on your company setup, the revenue and expected revenue on an opportunity might be automatically updated when you update the products that are linked to the opportunity. If your administrator selects the Enable Automatic Update of Opportunity Totals option on the company profile, then the revenue and expected revenue on an opportunity are automatically updated whenever you make a change to a product that is linked to that opportunity. Similarly, the revenue and expected revenue on an opportunity are automatically updated when you link a product to the opportunity, or remove a product from the opportunity. If your administrator does not select the Enable Automatic Update of Opportunity Totals option on the company profile, then the revenue and expected revenue on an opportunity are not automatically updated when you update the products that are linked to the opportunity. Instead, the Update Opportunity Totals button is available in the title bar of the Opportunity Product Revenues related information section in the Opportunity Detail page. To update the revenue and expected revenue on the opportunity after you make a change to any of the products that are linked to an opportunity, you must click the Update Opportunity Totals button. For the Update Opportunity Totals button to work correctly, the Quantity and Revenue fields on the Product Revenue Edit page must be displayed and populated. Your administrator can customize your page layout to make these fields available. #### About Product Probability Averaging When the opportunity revenue is calculated, the calculation that is performed depends on whether the Product Probability Averaging Enabled option is enabled on the company profile, as follows: If the Product Probability Averaging Enabled option is selected, then Oracle CRM On Demand uses each linked product to update the Revenue field and the Probability percentage field on the opportunity. Therefore, the Expected Revenue is calculated using the average probability for all linked products. If the Product Probability Averaging Enabled option is not selected on the company profile, then Oracle CRM On Demand uses the total product revenue for each linked product to update the Revenue field on the opportunity. The value in the Probability percentage field on the opportunity is not updated. Therefore, the Expected Revenue is calculated using the existing percentage in the Probability percentage field on the opportunity. NOTE: The method of calculating the Expected Revenue is the same regardless of the setting of the Enable Automatic Update of Opportunity Totals check box on the company profile. Before you begin: Your company needs to inform you of the forecasting method it wants to use. The company forecasting method determines which fields you must select when linking products to your opportunities. Per aggiornare un gruppo di record, č necessario che il proprio ruolo utente disponga di almeno uno dei seguenti privilegi: Aggiornamento di massa - qualsiasi campo o Aggiornamento di massa - campi modificabili disponibili nel layout di pagina. To link products to opportunities Select the opportunity. For instructions on selecting opportunities, see Finding Records. On the Opportunity Detail page, scroll down to the Opportunity Product Revenues section and do one of the following: To link a product, click Add. To update product information, click the Edit link next to the existing product. On the Opportunity Product Revenue Edit page, fill in the Quantity, Purchase Price, and Close Date fields. If the product represents recurring revenue, fill in the Frequency and # of Periods fields in the Recurring Revenue Information section. If your company forecasts revenue based on product revenue, and you want to include this product revenue record as part of your forecasted revenue totals, or your forecasted quantities, or both, select the Forecast check box. NOTE: If your company forecasts revenue, based on opportunities, rather than products, it is best not to select the Forecast check box on the Opportunity Product Revenue record. Save the record. To calculate opportunity revenue based on linked product revenue Select the opportunity. For instructions on selecting opportunities, see Finding Records. On the Opportunity Detail page, scroll to the Product Revenues section and do one of the following: To link a product, click Add. To update product information, click the Edit link next to the existing product. (If inline editing is enabled, you can edit the Product Revenues fields inline on the Opportunity Detail page; for more information about editing fields in related information sections, see Updating Linked Records from Main Records.) On the Opportunity Product Revenue Edit page, fill in the Quantity, Purchase Price, and Start/Close Date fields. If the product represents recurring revenue, fill in the Frequency and # of Periods fields in the Recurring Revenue Information section. Save the record. If the Update Opportunity Totals button is available in the Opportunity Product Revenue section of the Opportunity Detail page, then click Update Opportunity Totals to update the opportunity totals. This totals the product revenue for each linked product and displays it in the Revenue and Expected Revenue fields for the Opportunity. To base your company’s forecasts on product revenue records Select the opportunity. For information on selecting opportunities, see Finding Records. On the Opportunity Detail page, scroll to the Opportunity Product Revenues section, and do one of the following: To link a product, click Add. To update product information, click Edit. (If inline editing is enabled, you can edit the Opportunity Product Revenues fields inline on the Opportunity Detail page. For more information about editing fields in related information sections, see Updating Linked Records from Main Records.) On the Opportunity Product Revenue Edit page: Fill in the Quantity, Purchase Price, and Start/Close Date fields. Make sure that the date in the Start/Close Date field falls within the forecast period, and that the record is owned by a forecast participant. Select the Forecast check box to indicate that you want this record information to contribute to your forecast revenue totals. If the product represents recurring revenue, fill in the Frequency and # of Periods fields in the Recurring Revenue Information section. Save the record. NOTE: If a product is not sold, you can update the associated Start/Close date and deselect the Forecast check box on the Product Revenue page for that product to prevent the revenue for the product from being added to your company's forecasts. Alternatively, if one of several products linked to the opportunity is on hold, you can remove the product from the opportunity, and create another opportunity for that product to prevent its revenue from being included in the forecast. To update a group of opportunity product revenue records In the Opportunity Detail page, scroll to the Opportunity Product Revenues section, and do one of the following: If you want to update only the records that are currently displayed in the Opportunity Product Revenues section, then click Mass Update. If you want to update more records than are currently displayed in the Opportunity Product Revenues section, click Show Full List to open the list of opportunity product revenue records, and then click Mass Update in the Opportunity Product Revenue List page. NOTE: When you click Mass Update in the Opportunity Product Revenue List page, only the records that are displayed in the Opportunity Product Revenue List page are available for you to update. For example, if you display only 10 records in the Opportunity Product Revenue List page, then only those 10 records are available for you to update. You can display a maximum of 100 records in the Opportunity Product Revenue List page. If there are more than 100 records in the list, then you can repeat the task until all of the records are updated. In Step 1, clear the check box for the records you do not want to update, and then click Next. In Step 2, select the fields that you want to update, and enter new values for those fields. You can select up to five fields to update to new values. To remove existing values from a field, leave the Value column blank in Step 2. Click Finish. ### Opportunity Product Revenue Fields The following table describes field information for product revenue. Your administrator can add, relabel, or delete fields, so the fields you see might differ from those in this table. CAUTION: If your company bases its forecasts on products, the information that you enter for product revenue can affect its calculations.
Field | Description
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Key Product Information
Product | Only products marked Orderable by your company administrator can be selected. When you link a product to this opportunity, these fields are copied from the product definition: Product Category, Part #, Type, Status, and Description.
Quantity | Number of units the customer orders. For a recurring product, enter the quantity of the product per recurring period. For example, if you send 10 printer cartridges each month, enter 10 here.
Purchase Price | Product price.
Revenue | The quantity multiplied by the purchase price. The revenue cannot be overwritten. This field affects the forecasts for opportunity products.
Product Category | Category carried over with the product definition. This field is read-only by default on opportunity product revenue records, but your administrator can make the field editable. If this field is editable, and if your administrator enforces the relationship between products and their product category, then the product and the product category on the record must be associated with each other. In this case, the behavior is as follows: If a product is already selected in the Product field, and if you select a product category that is not associated with the selected product, then you cannot save your changes. If you select a product category before you select a product in the Product field, then when you click the Lookup icon in the Product field, a list of the products that are associated with the selected product category is displayed. Your administrator can enforce the relationship between products and their product category by selecting the Enforce Product Category-Product Relationship check box on the company profile.
Part # | Number carried over with the product definition. Read-only.
Type | Type carried over with the product definition. Read-only.
Status | Status carried over with the product definition. Read-only.
Description | Additional information about the product. Limit of 250 characters.
Recurring Revenue Information
Start/Close Date | This date is carried over from the close date on the opportunity. For the product revenue item, this date is the expected close date. For a recurring product, this date is the start date. For a recurring product with a close date that ends on the last day of the month and a start date of mid-month, add one record for the full recurring price and another record for the prorated order. For example: You start supplying paper to a company on May 15th. After that, you will be sending $500 worth of paper at the end of each month through the end of the year. For the mid-month order, add a product record with these values: Revenue = $250 Quantity = 1 For the recurring order, add a second product record with these values: Revenue = $500 Quantity = 1 Frequency = Monthly #of Periods = 7 (June through December).
Frequency | Frequency for a recurring product. The term bi-weekly means once every two weeks. When you populate this field, you must also populate the # of Periods field.
# of Periods | Number of periods for the recurring product revenue. Recurring revenue can support a maximum of 260 periods. The length of time that is covered by the total number of periods varies based on the frequency selected (in the Frequency field). For example, if you have weekly recurring revenue you can track revenue for up to five years. NOTE: When you populate this field, you must also populate the Frequency field.
Sales Information
Sales Stage | Read-only. Sales Stage carried over from the opportunity.
Probability | Probability of a successful outcome for the product sale. The initial value in this field is carried over from the sales stage of the opportunity. You can change the value, if needed, to better reflect your particular product. When the sales stage changes, the value in the Probability field for the opportunity record displays the value related to the new sales stage by default, but the value in the Probability field for the product is not overwritten. NOTE: If the Mass Update feature is used to change the sales stage for one or more opportunities, then the value in the Probability percentage field for the opportunities is not updated to the default probability percentage for the new sales stage.
Expected Revenue | A currency value that is calculated based on the Revenue field multiplied by the value in the Probability percentage field.
Account | Account linked to this opportunity. Read-only.
Owner | Person assigned to this opportunity. This value defaults to the opportunity owner. Subsequent changes to the opportunity owner are not reflected in this field. Generally, the owner can update record details, transfer the record to another owner, or delete the record. However, access levels can be adjusted to restrict or expand a user’s access. This value affects which records are included in forecasts, as well as in the reports that you or your managers run in the Analytics pages. Each record has only one owner. However, opportunity records can be shared with other users through Opportunity Team or Account Team pages. For instructions, see Sharing Records (Teams).
Forecast | Indicator to include this product in forecasting totals.

Data di pubblicazione : agosto 2022 | Copyright © 2005, 2022, Oracle e/o relative consociate. Legal Notices.