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.
Items by Opportunity (tdsmi1113m000)Use this session to add items to an opportunity. This session enables a sales representative to easily:
Note
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. Select If this check box is selected, the item is applicable for this opportunity. If this check box is selected:
Position The position number of the opportunity item line. Item The raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, and sold. An item can also represent a set of items handled as one kit, or which exist in multiple product variants. You can also define nonphysical items, which are not retained in inventory but can be used to post costs or to invoice services to customers. The examples of nonphysical items:
Ordered Quantity The item quantity that must be offered to the business partner. Ordered Quantity The unit in which the Ordered Quantity is expressed. Price The opportunity item line's sales price. Price A generally accepted medium of exchange such as coins, treasury notes, and banknotes. The following currency types are available in LN:
Price The unit to which the (sales/purchase) price applies. Discount Percentage The discount percentage for the opportunity item line. Discount Amount The discount amount for the opportunity item line. Multi LevelDiscount If this check box is selected, a multi level discount is applied to the opportunity item line. Amount The net order line amount for the opportunity item line. MandatoryProject Peg If this check box is selected, the item must be pegged to a project, which means the item must have a linked peg. Note The peg is mandatory only on the sales quotation line and sales order line. Therefore, the peg is optional in this session. When a sales quotation line is generated from the opportunity item line, the opportunity's peg is copied to the Budget, Element for Budget, and Activity for Budget fields on the quotation line. Default value The Mandatory Project Peg check box in the Items (tcibd0501m000) session. Project The code of the project for which the item is required. Element The element linked to the project. Activity The activity linked to the project.
Price Inquiry Starts the Price Inquiry (tdpcg0250m000) session, in which you can view how prices and discounts are calculated for an opportunity item line. Price and Discounts Starts the Price and Discounts (tdpcg1600m000) session, in which you can view and maintain the price and discounts for an opportunity item line.
| |||