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.
Field Information
- 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.
Based on the reference Type, references are retrieved from the following sessions:
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Sales Quotation
Sales Quotations Overview (tdsls1500m000) -
Service Order
Service Orders (tssoc2100m000) -
Sales Order
Sales Orders (tdsls4100m000) -
Project (PCS)
Projects (tipcs2101m000) -
Project
Projects (tppdm6100m000) -
Budget
Projects (tipcs2101m000) -
Purchase Order
Purchase Orders (tdpur4100m000) -
Request for Quotation
Requests for Quotation (tdpur1501m000) -
Project Contract
Contracts (tpctm1100m000) -
Opportunity
Opportunities (tdsmi1110m000) -
Activity
Activities (tccom6100m000) -
Service Call
Calls (tsclm1500m000) -
Service Contract Quotation
Contract Quotes (tsctm2100m000) -
Service Contract
Service Contracts (tsctm3100m000) -
Service Order Quotation
Service Order Quotes (tssoc1100m000) -
Service Work Order
Work Orders (tswcs2100m000) -
Maintenance Sales Quotation
Quotes (tsepp1100m000) -
Maintenance Sales Order
Maintenance Sales Orders (tsmsc1100m000) -
Sales Contract
Sales Contracts (tdsls3500m000)
-
- 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
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:
-
Sales Quotation
Order Amount -
Sales Order
Order Amount -
Project
Contract Amount -
Purchase Order
Order Amount -
Opportunity
Expected Revenue
-
-
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.