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Connect Opportunity with Registered Product (Individual Product)

Former Member
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Hello Experts,

i have the requirement to connect registered products (individual product) to opportunitys (and other standard bo's).

My approach was to extend the standard BO Opportunity. As it is not possible to create an association in a xbo, i simple created an element of type ID which holds the registered product ID. Currently I am facing two problems:

  • I added the registered product ID element to Opportunity TI and tried to change ID-Field Configuration to link it to an OVS. Unfortunately I don't find a corresponding OVS under public OVS. Anyone who knows where I can find registered product OVS and link it to my extension field?

  • I also want the registered product field to be a link field, so that the user can click on registered product id and the TI from registered product opens (like e.g. the link to the corresponding customer - see also screenshot). I tried it several ways (OBN in opportunity TI and Thing-Based Navigation in an embedded component) but i didn't find a solution.

Can anyone help me?

Thanks in advance,

Felix

Accepted Solutions (1)

Accepted Solutions (1)

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Hi Felix,

I have exactly the same requirement...

Have you solved the issue?

PS

As I understand, there is no reusable Registered Product OVS, so I'm creating it currently.

PPS

There is blogpost with explanation of registered product BO. May help you while working with it

Also, not answered question about link navigation

Best regards,

Alex

Former Member
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Hi Alex,

I already solved this issue. My approach:

  • Extend Item Node in Opportunity xbo with
    • element IPointUUID : UUID //->holds the iPoint UUID
    • element SerialNumber : SerialID //->holds the Ind. Product Serial ID
    • Optional: Node IPoint[0,1]{ association To_IPoint to InstallationPoint;} //->if you want to retrieve, display and/or modify additional elements from IPoint / Ind. Product
  • Optional: In After-Modify, set association
    • if(this.IPointUUID.isSet(){ var IPoint = InstallationPoint.Retrieve(this.IPointUUID); } //->get IPoint
    • if(IPoint.IsSet()){ this.IPoint.To_IPoint = IPoint;} //-> set Association to IPoint
  • Create Custom OVS for InstallationPoint (standard OVS is not published for pdi at the moment)
  • Create Embedded Component to display the link to RegisteredProduct
    • Bind Opportunity to Data Model Root
    • Drag and Drop IPointUUID & SerialNumber to data model
      • Modify IPointUUID properties - Thing Type Information
        • ThingType Mode: Static
        • Associated ThingType: COD_RegisteredProduct_TT (->Important: The dropdown list is not complete. You can enter values manually!!)
      • In Designer, drag and drop SerialNumber from Data Model to the Screen and change the Properties
        • DisplayType: ObjectValueSelector
        • Data Information -> Text: Bind to SerialNumber
        • Data Information -> Value: Bind to IPointUUID
        • OVSComponent: Choose your Custom OVS
    • Optional: Drag and Drop required fields from association to data model and display them on the designer
    • For correct binding, create required OpportunityUUID fields in Data Modeler und create Inport & Event Handler
  • Extend standard screen and add embedded component to it.

BR,

Felix

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Hi Felix,

Thank you very much for sharing your solution, it helped me a lot

Best regards,

Sasha

Answers (1)

Answers (1)

Anshika
Advisor
Advisor
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Hi Felix/Alex,

For registered products (if serial ID is mandatory) , you can use the Serial ID OVS which has been PSM released in 1608 HFC01.

For the thing based navigation to work, the thing type needs to be PSM released. We are planning to do this.

Can you please send an email to me with your respective customers' names.

Regards,

Anshika