Opportunity Management Basic

The Opportunity Management Basic gives user the ability to create and manage opportunities inside the FI Tree, therefore no complex process is needed to manage opportunities.

The logic for changing values or changing the Opportunity level will be disabled, so the user can edit all values freely.



To use this functionality please follow the following steps:

Designer Settings

You need to edit the Search&Lists of Y1:

  • change the Field Group and Header Group to TE_Y1_Basic

  • change the Default Action to TE_A_OpenRecordInCompanyTreeview
  • do this for the following Search&Lists:

    • Y1

    • Y1.Tree
    • Y1-FI
    • Y1-KP


You also need to edit the Expand Configurations:

  • change Field Group and Header Group to TE_Y1_Basic

  • change the Default Action to TE_A_OpenRecordInCompanyTreeview
  • remove all Alternatives
  • do this for the following Expand Configurations:

    • Y1

    • Y1Tree


Now change the FI tree configuration, remove the ‘Readonly’ checkbox from the opportunity node:



The last thing to do is to change the menu’s ‘ID_NET_OPPORTUNITY_NEW’ process to ‘NewOpportunity’:



Rights Settings

Please define your rights settings as follows and assign this right to your desired login role:

Inheritance Settings



Rights Settings



This needs to be done so that the fields in the opportunity can be edited no matter what the level of the opportunity is currently in.

As a last step, please deny the ‘1.2.402. Opportunity Management Advanced’ CRM process in your login role: