C4C Report Show Opportunity with an optional involved party role

[DAcker]

Hi experts,

I want to create a report in C4C with opportunites and an optional involved party role "end customer". This end customer should be visible as column in a list next to opportunity name, expected value etc.

If I join the data sources "Opportunity Header" and "Opportunity Involved Parties" with an left outer join (connection through field Opportunity), I have the data. After I filter the party role category, I just get opportunities with this party role maintained. Thats not intendend. I want to see all opportunity (not only these with a party role "end customer"). However, if I dont filter, I get multiple lines for every opportunity (for each party: account, ship-to, seller, ). That is not user-friendly.

Does someone have tip how to achieve this?

My second thought would be to restrict the joined data source in a way that just the involved parties table should be added to the opportunity table, when the party role category is XX. But there, I could not find a way in the standard... Additionally, the party role is not a key figure, therefore I can not create a custom one with a filter... Unfortunaltey...

Thanks for help.

Best regards,

Deborah

[chitkaraankit]

Hello Deborah,

Did you manage to get the solution for the above problem statement, I also have the similar requirement wherein I need to show custom party role in a column but if I’ll add the filter on party role then I am not not getting other opportunities wherein this custom party is not maintained.

Please let me know if you have any inpu

[DAcker]

Hello chitkaraankit,

I currently display it with a filter of custom party role and the standard party role 31 customer. Thats the way I get all opportunity, not just the one with custom party role.

However, it is not a single column for the custom party role, because in standard the lines are two for opportunity with this optional custom party role. I didnt find any other solution. So that's it as of now for us.

Feel free to share another solution, if you have one. 🙂