Opportunity Products

Use this view to add, edit, or remove products associated with the opportunity. You can also change the product list order.

If Infor CPQ is configured, product information cannot be edited in the grid.

How Do I?

Add a product to an opportunity

Remove a product from an opportunity

Edit opportunity product information

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. Click in the grid to edit. (Not available for Infor CRM Back Office Extension)
  • 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. Click in the grid to edit.
  • Adj. Price - Displays the base price of the product minus the discount. Click in the grid to edit.  Allows you to enter a new adjusted price. If a new adjusted price is entered, the discount is recalculated to match the new amount. This column is based on the default currency type as defined by your administrator.
  • 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. Click in the grid to edit. Allows you to enter a new quantity.
  • 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).

Related Topics

Opportunity Overview

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.