Custom Field In Recurring Opportunity Revenue Line Not Appearing In Reports (Doc ID 2165284.1)

Last updated on JULY 28, 2016

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.10.0.0 and later
Information in this document applies to any platform.

Symptoms

On :  R10 version, Analytics


ACTUAL BEHAVIOR  
----------------------
Custom field in Opportunity Revenue area does not appear in reports when Revenue is recurring.

This problem occurs after creating a custom field and adding it to the Opportunity Revenue section in the Simplified UI.
This issue is certain to affect Fixed Choice List fields, as well as any other field type.

In BI reporting, no matter what columns and/or facts are included, if the Opportunity is one-time event, having no recurring schedule, then the report will show the data for the custom field. 
If there is a recurring schedule, then the data does not appear. 


In short, Revenue with a schedule returns a NULL custom field value. One-time Revenue lines return the custom field values.

 


EXPECTED BEHAVIOR
--------------------------
The report should pull in the Facility values for all recurring revenue items.

 


STEPS
-----------------------
The issue can be reproduced at will with the following steps (assuming the custom field in question is an FCL field):
1.    In Application Composer, add a [FCL] custom field to the Opportunity object's Opportunity Revenue' Fields.
2.    Navigate to the Details Page Layout of the Opportunity object.
3.    Add the field to the Edit Revenue Table area.
4.    Click Save.
5.    Navigate to an existing Opportunity (Opty).
6.    Enter data into/select a choice from the custom field appearing in the Revenue table on the Opportunity Details page.
6.    On a Revenue Line on this page, click the "+" icon underneath the Schedule column to create a Schedule with multiple Recurring Revenue items.
7.    A pop-up will open wherein you can create the Revenue Schedule.
8.    Create the Schedule > click Save to save the Schedule.
8.    Save the Opty.
9.    Navigate to BI Answers.
10.  Create a new analysis using Subject Area "Sales - CRM Opportunities and Products Real Time".
11.  Filter on the Opportunity Revenue for the Opty in question and add the FCL column from the Revenue Extension folder.
12.  Build your report with the below columns:

       Opportunity.Name
       Product.Product Name
       Revenue.Revenue Id
       Revenue Extension.CustomFCL
       Revenue.Close Date
       Revenue.Quantity
       Pipeline Detail Facts.Opportunity Line Revenue



OBSERVED RESULTS
------------------------
13.  Note that in the Results tab, the FCL column only has values appearing for the "top-level" Revenue Id.
       All other recurring revenue items generated from creating the Schedule are missing the Location FCL field.



Logical SQL ("Extension Attribute LOV 003" is the Custom Field in question)
--------------
SELECT   0 s_0,
   "Sales - CRM Opportunities and Products Real Time"."Opportunity"."Opportunity Name" s_1,
   "Sales - CRM Opportunities and Products Real Time"."Product"."Product Name" s_2,
   "Sales - CRM Opportunities and Products Real Time"."Revenue Extension"."Extension Attribute LOV 
003" s_3,
   "Sales - CRM Opportunities and Products Real Time"."Revenue"."Expected Close Date" s_4,
   "Sales - CRM Opportunities and Products Real Time"."Revenue"."Quantity" s_5,
   "Sales - CRM Opportunities and Products Real Time"."Revenue"."Revenue Unit Price" s_6,
   "Sales - CRM Opportunities and Products Real Time"."Pipeline Detail Facts"."Opportunity Line 
Revenue" s_7
FROM "Sales - CRM Opportunities and Products Real Time"
WHERE
("Opportunity"."Opportunity Name" LIKE '%Blackhawk%')
ORDER BY 1, 2 ASC NULLS LAST, 4 ASC NULLS LAST, 3 ASC NULLS LAST, 7 ASC NULLS LAST, 6
ASC NULLS LAST, 5 ASC NULLS LAST
FETCH FIRST 75001 ROWS ONLY



BUSINESS IMPACT
-----------------------
The issue has the following business impact:
Due to this issue, you cannot view FCL-selected values for recurring revenue items.

Cause

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