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:

  • 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.

Related topics