1. First note and verify the following:
□ OpportunityKey is a required field.
□ Set permissions on the SQL table to select on the iMIS Group.
□ Define OpportunityKey as the primary key on the SQL table.
2. In Microsoft SQL Server, create a SQL table called OpportunityMainJob that contains the fields to display in the opportunity:
if exists (select * from dbo.sysobjects where id = object_id(N'[dbo].[OpportunityMainJob]')
and OBJECTPROPERTY(id, N'IsUserTable') = 1)
drop table [dbo].[OpportunityMainJob]
GO
CREATE TABLE [dbo].[OpportunityMainJob] (
[OpportunityKey] [uniqueidentifier] NOT NULL ,
[JobNumber] [int] NOT NULL )
3. Create a new OpportunityJob business object.
□ Go to Tools and open BOD.
□ Click New > Design Business Definition.
4. On the Definition tab, in the Name field, enter OpportunityJob.
5. On the Definition tab, next to Inherits from, click Browse and then choose the Opportunity business object as a basis for the OpportunityJob business object and click OK.
6. Click Create Object.
The business object is created and more tabs are available.
7. Make the OpportunityMainJob SQL table part of the .NET framework:
□ On the Database tab, select Add.
□ Select the new OpportunityMainJob table.
□ Click OK.
8. Join the newly created table to the OpportunityMain table.
□ Next to tables, select OpportunityMainJob.
□ Next to Joins, select OpportunityMain.OpportunityKey and OpportunityMainJob.OpportunityKey.
□ Click Add.
9. Create a property for the columns you want to display:
□ Next to Available Columns, select the field you want as properties, such as OpportunityMainJob.JobNumber.
You do not have to select OpportunityMainJob.OpportunityKey. It is the required field that already exists in OpportunityMain.
□ Click Add as Properties.
10. Click Save.
11. Customize the OpportunityJob display properties:
□ On the Properties tab, refine the field displays and add the desired look-up values:
■ The property name is pulled directly from the SQL table. Click the edit icon (small pencil) to modify any values.
■ (optional) Convert field names to user-friendly labels, such as changing JobNumber to Job Number.
□ Click Save.
□ Click Compile.
You see a progress message, and then you should get a message stating "Opportunity:Information: Compiled With No Errors."
□ Click Close.
□ Click Publish.
You see a progress message, and then you should get a message stating "OppJobs:Information: Published With No Errors."
□ Click Close.
12. Modify the OpportunityType business object:
□ Open the OpportunityType business object.
□ Click the Properties tab.
□ From the Properties list, select OpportunityClass.
□ Click the Values tab.
□ Click Add.
□ In the Display Value field, enter “Job”.
□ In the Data Value field, enter “OpportunityJob”.
□ Click Save.
□ Click Close.
□ Click Compile.
□ Click Publish.
13. Create a new Opportunity Type for OpportunityJob:
□ From Process Mgr, select Set Up Module.
□ Click Add Type.
□ Define the opportunity type. Job displays in the Opportunity Class list.
□ Click Save.