Opportunity (tdsmi1610m000)

Use this session to view, enter, and maintain opportunities.

A business partner can be linked to several opportunities. Information from this session can be used for follow-up activities by opportunity.

In this session you can, for example, execute the following:

  • Assign and reassign an opportunity to a sales person
  • Update the phase in the sales process that is linked to the opportunity
  • Update the opportunity status

You can start this session from the Opportunities (tdsmi1110m000) overview session, by double-clicking a record, or by entering a new opportunity. You can also start this session stand-alone.

To view the details of the opportunity, click Opportunity Details on the File menu of the current session. As a result, the Opportunities (tdsmi1110m000) session starts.

Tabs

  • Activities

    Refers to the Activities (tccom6100m000) session. On this tab, you can view, enter, and maintain activities for the opportunity.

  • Notes

    Refers to the Notes (tcstl1550m000) session. On this tab, you can view, enter, and maintain the notes that are linked to the opportunity. If you double-click a line or enter a new note on this tab, the Note (tcstl1650m000) session is started.

  • Contacts

    Refers to the Contacts by Opportunity (tdsmi1122m000) session. To know who to contact at the business partner for this opportunity, on this tab, you can view, enter, and maintain contacts by opportunity.

  • Items

    Refers to the Items by Opportunity (tdsmi1113m000) session. On this tab, you can add items to an opportunity, which you can offer as quotation lines to a business partner.

  • References

    Refers to the References by Opportunity (tdsmi1115m000) session. On this tab, you can view and specify reference information for an opportunity.

  • Additional Attributes

    Refers to the Attributes by Opportunity (tdsmi1111m000) session. On this tab, you can globally add attributes to an opportunity.

Field Information

Opportunity

opportunity

General Information

Use this field to enter a text with background details on the opportunity.

Sold-to Business Partner

sold-to business partner

Business Partner Status

business partner status

Allowed values

Active

If the business partner (role) status is Active, you can use the business partner for business transactions. You must define the period for which the business partner is Active. If the period is expired, the actual status of the business partner becomes Inactive, and you cannot use the business partner anymore.

Inactive

If the business partner (role) status is Inactive, you cannot use the business partner for business transactions.

You cannot enter an effective date and an expiry date for the Inactive status.

Prospect

You can use the Prospect business partner (role) if you enter general business partner data but you do not enter details for a specific role. If no details for a specific role are defined, you cannot enter, for example, sales orders or purchase contracts because the sold-to role or buy-from role is not specified.

You must define the period for which the business partner is Prospect. If the period is expired, the actual status of the business partner becomes Inactive, and you cannot use the business partner anymore.

Not Specified

Assigned to

The sales representative to whom the opportunity is assigned.

Note: 

You can (re)assign the opportunity:

  • To another user by selecting a sales representative from the Employees - General (tccom0101m000) session
  • To yourself by clicking the Assign To Me button
Status

The status of the opportunity.

Allowed values

Preliminary

The opportunity is identified, but not yet analyzed or being worked on.

In Process

The opportunity is being worked on and expected to be won.

Dead

You do not know whether or not the opportunity is lost, won, or canceled, because the customer gives no response.

Canceled

The opportunity cannot be considered as won or lost, but does no longer require any action.

Won

The opportunity is won and orders will result from it.

Lost

The opportunity is lost and won by a competitor.

Sales Process

sales process

Default value

The Default Sales Process from the CRM Parameters (tdsmi0100m000) session.

Phase

phase

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: 
  • The probability to win the opportunity increases with each successive phase in the sales process
  • You can maintain the progress on an opportunity by updating the phase and/or the probability percentage
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

opportunity type

Default value

The Default Opportunity Type from the CRM Parameters (tdsmi0100m000) session.

Source

source

Default value

The Default Source from the CRM Parameters (tdsmi0100m000) session.

Series

The series used for the opportunity.

Default value

The Opportunity Series from the CRM 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: 
  • You can add items to an opportunity on the Items tab
  • An item's Amount is only included in the item revenue if the Select check box is selected for the item
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

sales office

Default value

The following defaulting logic applies:

  1. Sold-to Business Partner (tccom4110s000)
  2. Sales User Profiles (tdsls0139m000)
Attention

attention code

Postal Address

postal address

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.
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