References by Opportunity (tdsmi1115m000)

Use this session to view, enter, and maintain reference information for an opportunity.

If a sales quotation is generated from an opportunity, a reference of the Sales Quotation type is automatically inserted in this session. For this automatically generated reference, except for the Remark field, you cannot change reference fields or delete the reference.

References to other types can only be manually specified. For example, you can specify a reference to another opportunity or to a manually entered sales quotation.

Related topics

 

Opportunity

The opportunity to which references are linked.

Sequence

The reference's sequence number.

Type

The type of reference that is linked to the opportunity.

Reference

The number of the reference that is linked to the opportunity.

Status

The status of the reference that is linked to the opportunity.

Due Date

The due date of the reference that is linked to the opportunity.

Based on the reference Type, this date is the following:

  • Sales Quotation
    Planned Receipt Date
  • Service Order
    Planned Finish Time
  • Sales Order
    Planned Receipt Date
  • Project (PCS)
    Completion Date
  • Project
    Finish Date
  • Budget
    Reference Date
  • Purchase Order
    Planned Receipt Date
  • Request for Quotation
    Receipt Date
  • Project Contract
    Expiry Date
  • Opportunity
    Expected Close Date
  • Activity
    End Date
  • Service Call
    Not applicable
  • Service Contract Quotation
    Expiry Date
  • Service Contract
    Expiry Date
  • Service Order Quotation
    Finish Time
  • Service Work Order
    Planned Finish
  • Maintenance Sales Quotation
    Expiry Date
  • Maintenance Sales Order
    Finish Time
  • Sales Contract
    Expiry Date
Amount

The reference's total amount.

For the following references types, this amount is the following:

The currency in which the Amount is expressed.

Information

Information on the reference, which is automatically specified.

Remark

Optionally, you can specify a remark for the reference.

 

Details

Starts the relevant details session for the reference Type.