Multiple Workcenter view for different opportunity type

[former_member15983]

Hi,

We have a requirement to show Opportunity Workcenter view twice in the screen based on the 2 different opportunity types in the Sales workcenter.

I understand we can organize the query by defaulting the Opportunity types in the querys but the Business wants 2 different tabs when they click on "Opportunity" it should show the OWL screen of 'TYPE1" Opportunities and click on the other tab like we say as ' Projects', it should show the opportunities of 'TYPE2'.

Please help us if this is achievable or any suggestions to achive this.

Thanks,

Prem.

[former_member226 · Accepted solution]

Hi,

Yes it is achievable but not recommended. You can do as follow:

1. Create a custom workcenter view(WCView) using PDI and assign standard opportunity OWL UI to it.

2. Create a new workcenter florplan(WCF) and assign the WCview, created in point 1, to it.

3. Assign the WCF to the business users.

4. Adapt the UI to show the only TYPE1 in standard filter for Opportunity and TYPE2 for newly created WCF.

You can also explore the option of "Custom Work Center" with in Administrator-->General setting to avoid PDI, but i have nerver used this so far, hence cannot say if this can sole your issue.

BR
Saurabh

[former_member15983 · Accepted solution]

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Hi Saurabh

Thanks for taking time to answer my query.

I tried to create the first step but got this error in the attachment. Am i missing something or SAP doesn't allow that.

Second question i have is on the 4th step

Adapt the UI to show the only TYPE1 in standard filter for Opportunity

When i try to default the 'TYPE1' in the standard query like "My Opportunities" query Standard doesn't allow to save the Query which makes me think that I need to create a new custom query and default the Opportunity type.

Is this correct ?

Thanks,

Prem.

[former_member226 · Accepted solution]

Aah, I see. Maybe then SAP standard do not allow you to reference opportunity UI screen on custom WCF. I am afraid that you may need to design a complete custom OWL to pull such information

Regarding save query issue, You need to go to Adaptation mode and then you should be able to save query as a new custom query from UI.

[former_member15983 · Accepted solution]

Thanks Saurabh. that answers my question. Appreciate it