Opportunity Products
Use this view to add, edit, or remove products associated with the opportunity. You can also change the product list order.
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If Infor CPQ is configured, product information cannot be edited in the grid. |
Open this view
- This view appears on the Insert Opportunity view and as a tab on the Opportunity Detail view. If the tab is not visible, click the More Tabs tab.
Add a product to an opportunity
Remove a product from an opportunity
Edit opportunity product information
Edit product information in the grid
- Select the record you want to edit, make your changes in the grid, and then click Save
. To undo your changes, click Reset
before you click Save.
Not all columns can be edited in the grid. To determine if a column can be edited, click in the grid. If a white box appears, then the column can be edited.
This view contains the following columns:
- Edit - Click to edit the product information.
If the Edit link is not available, then the product or products cannot be edited. - Line Number - Displays the line number assigned to each item on the sales order.
- Product - Displays the product's name.
- Status - Displays the Infor CPQ status. (Infor CPQ only)
- Configure - Click the link to open the CPQ graphical configurator.
- Not Configurable - The product is not configured for Infor CPQ.
- Completed - The product has been configured in CPQ graphical configurator. You can click the link to view the product information in the CPQ configurator.
- Partially Saved - Click the link to open the CPQ graphical configurator and continue the configuration of the product.
- Error - An error occurred in CPQ. Click the link to open the CPQ graphical configurator and complete the configuration.
- Family - Displays the product family.
- Price
Level - Displays the price level used for this product.
- Warehouse - Displays the warehouse assigned to the product. Click the link to find and select the warehouse for the product.
- Price - Displays the price of the product. This column is based on the default currency type as defined by your administrator.
- Discount - Allows you to enter a percentage discount.
- Adj.
Price - Displays the base price of the product minus the discount.
- Adj Price (Opportunity) - Displays the price of the product, minus the discount, in the opportunity currency. (Multi-Currency only)
- Quantity
- Displays the numeric quantity of the product added to the opportunity.
- Extended Price (Opportunity) - Displays the calculated total of the product price multiplied by the quantity, less any discount and converted to the opportunity currency type. (Multi-Currency only).
