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Objective: If there are multiple opportunity types are active in the CRM then while creating the opportunity systems gives a pop-up window to select the opportunity type. By following the steps below we can assign the default opportunity type for a business role.

Note: This document I have created referring to a solution provided in the SDN thread https://scn.sap.com/thread/864355.

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Click on Opportunity.

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Here we can see the 3 opp. Types, now the requirement is to set the default opportunity type depending on the business role.

1: Create Logical Links:

First identify the logical link of the opportunity, as for the opportunity standard logical link is ‘SLS-OPP-CR’.

Now execute the transaction ‘CRMC_UI_NBLINKS: Define Navigation Bar Profile’

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Double click on Define logical link and then select the ‘SLS-OPP-CR’ link and click on Copy icon.

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Provide the logical Link ID starting with ‘Z’ here we will use link as ‘ZRN-OPP-CR’. In the parameter enter the opportunity transaction type which we want to call and in the class enter the class name as ‘CL_CRM_IC_NAV_BTCREATE’ and save the link.

2: Define work center link Groups:

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Select the group id ‘SLS-OPP-CR’ and copy to ‘ZRN-OPP-CR’.

3: Assign Links to work center link group:

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Select the newly created Group ID and double click on Assign links to work center link group.

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Add the logical link in the work center link group and save.

4: Assing the work center link group to Work center:

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Select the existing work center ZSLS-HOME and double click on Assign work center link group to work center.

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Add the new created group ID at the required positions.

5: Enable the logical link at business role: Transaction ‘CRMC_UI_PROFILE’.

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Select the business role and double click on adjust work center and then make the newly created link as visible.

Now test the web page by creating the opportunity

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Now system has not given any pop up, by this way we can assing the default transaction type to a business role.

Regards,

Zafar

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