Hi,
You can link opportunities to each other, and thus connect sales projects and opportunities that are related to each other. This is particularly useful if you split a sales project into several sub projects, but you want all sub projects to be linked to the main sales project.
You can later display the links in the master and sub-opportunity, and branch to the linked opportunity directly.
Opportunity hierarchies are especially useful, if you:
· Wish to combine several sales projects that are connected
· Wish to clearly structure sales projects that consist of several subprojects
To be able to use these you will have to define an object relationship profile in Customizing to specify which objects can be linked to an opportunity (for example, sub-opportunities). In this activity, you can also specify which relationships should be displayed on the Details tab page, and which should also be displayed in the product table on the Products tab page. You then assign the object relationship profile to the required transaction type.
Two types of links are possible:
1. Linking Opportunities
A master opportunity is linked to by a sub-opportunity at header level.
This is useful, if you wish to group several corresponding sales projects (for example, projects in different countries), and you wish to assign these to a master opportunity.
Linking Opportunity Items to an Opportunity
2. The item for a master opportunity is linked to a sub-opportunity.
This procedure is recommended, for example, if you wish to manage a central opportunity, but you wish to have separate opportunities for the products contained in it. This allows you to enter all detailed information (for example, your own sales methodology) for all relevant opportunities as u201Csub projectsu201D.
You can also enter your own items for the sub-opportunity.
Regards
Itty
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