Items by Opportunity (tdsmi1113m000)

Use this session to add items to an opportunity.

This session enables a sales representative to easily:

Offer various products to a business partner
Generate sales quotation lines from the opportunity
Have information on the expected revenue of the sales quotation and the opportunity

Note:

You cannot add items to an opportunity if its Status is Dead, Won, Lost, or Canceled
Prices and discounts are calculated based on the opportunity's Expected Close Date. A user can change the calculated prices and discounts
To generate a sales quotation header and lines from the opportunity, click Generate Quote on the appropriate menu of the Opportunity (tdsmi1610m000) session

Field Information

Opportunity

opportunity

Select

If this check box is selected, the item is applicable for this opportunity.

If this check box is selected:

When generating a sales quotation from the opportunity, a sales quotation line is generated for the item
The item is included in the Item Revenue of the Opportunity (tdsmi1610m000) session

Position

The position number of the opportunity item line.

Item

item

Ordered Quantity

The item quantity that must be offered to the business partner.

Order Unit

The unit in which the Ordered Quantity is expressed.

Price

The opportunity item line's sales price.

Price

currency

Price Unit

price unit

Discount Percentage

The discount percentage for the opportunity item line.

Discount Amount

The discount amount for the opportunity item line.

Multi Level Discount

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.

Mandatory Project 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.