If this check box is selected, a text is present.
Opportunities (tdsmi1110m000)Use this session to view, enter, and maintain opportunities. In this session you can, for example, execute the following:
When you double-click a record or click the New button, the Opportunity (tdsmi1610m000) session is started.
Text If this check box is selected, a text is present. Opportunity Used by a sales person to record and monitor sales information
related to a business partner with the purpose of selling a product or service
to this business partner. General Information Use this field to enter a text with background details on the
opportunity. Sold-to Business Partner Usually a customer's purchase department, the business partner
who orders goods or services from your organization, that owns the
configurations you maintain, or for whom you perform a project. The agreement with the sold-to business partner can include the following:
Business Partner Status Indicates the actions that can be carried out for the business
partner. The status can be: Active, Inactive, or Potential. For example, you cannot enter a sales order for a business partner with status Potential, or ship goods to a business partner with status Inactive. Allowed values Assigned to The sales representative to whom the opportunity is assigned. Note You can (re)assign the opportunity:
Status The status of the opportunity. Allowed values Sales Process A standard sales methodology that must be followed when working
on an opportunity. A sales process is split up in phases. Default value The Default Sales Process from the Relation Management Parameters (tdsmi0100m000) session. Phase The identification of a stage or phase in the sales process.
For example, analysis, proposal, negotiation, and so on. Note You can maintain the progress on an opportunity by updating the phase and/or the probability percentage. Probability Percentage The probability percentage of winning the opportunity. Note
Reason For opportunities with the Won, Lost, or Canceled status, the reason for success, failure, or,
cancellation. Note This code is used to analyze closed opportunities. Type A way to classify opportunities with similar characteristics
for sorting and selecting purposes. Default value The Default Opportunity Type from the Relation Management Parameters (tdsmi0100m000) session. Source The places, events, or methods where or through which business
partners come in contact with your company (for example, a trade fair or an
advertisement). Default value The Default Source from the Relation Management Parameters (tdsmi0100m000) session. Series The series used for the opportunity. Default value The Opportunity Series from the Relation Management Parameters (tdsmi0100m000) session. Include in Forecast For opportunities with the Preliminary or In Process status, select this check box if the Expected Revenue must be included in the
forecast. Note For traceability reasons, do not clear this check box if the opportunity obtains the Dead, Lost, or Won status. Expected Revenue The revenue that is expected from the opportunity. Currency The business partner's default currency. Weighted Revenue Weighted revenue = Probability Percentage * Expected Revenue. Weighted Revenue The currency in which the Weighted Revenue is expressed. Item Revenue The total amount of all selected items that are linked to the
opportunity. Note
Item Revenue The currency in which the Item Revenue is expressed. First Contact The date on which the first contact is made with the business
partner. Expected Close Date The date the business partner is expected to decide on the
opportunity. Actual Close Date The date the opportunity obtains the Won, Lost, or Canceled status. Created by The user who created the opportunity. Creation Date The date on which the opportunity is created. Last Modified by The user who last modified the opportunity data. Last Modification Date The last date on which the opportunity data is modified. Sales Office A department that is identified in the company business model
to manage the business partner's sales relations. The sales office is used to
identify the locations that are responsible for the organization's sales
activities. Default value The following defaulting logic applies:
Attention The messages linked to business partners, opportunities, and so
on that draw your attention to special events or circumstances. Postal Address The address all mail (for example, order acknowledgement,
invoices) is sent to as defined for customers or suppliers. You can also record
extra order-specific addresses. Telephone The business partner's telephone number. Fax The business partner's fax number. Name The business partner's name. Search Key Enter a search key to find opportunities. Note By default, LN takes the first 16 characters of the name after the last full stop and converts them into capitals. Example: "J. Johnson" becomes "JOHNSON". Do not enter J. Johnson L.t.d., but J. Johnson Ltd.
Open Opportunities Only If this command is marked, only opportunities with the Preliminary or In Process status are displayed. If this command is not marked, all opportunities are displayed. Assign To Me Assigns the opportunity to yourself. As a result, your user
name is displayed in the Assigned to field. Generate Quote Generates a sales quotation from the opportunity.
| |||