| # 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. Related topics CRM – master data CRM – functionality Integration between LN and Twitter 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. General Information Use this field to enter a text with background details on the opportunity. Sold-to Business Partner Usually a customer's purchase department, the business partner who orders goods or services from your organization, that owns the configurations you maintain, or for whom you perform a project. The agreement with the sold-to business partner can include the following: Default price and discount agreements Sales order defaults Delivery terms The related ship-to and invoice-to business partner Business Partner Status Indicates the actions that can be carried out for the business partner. The status can be: Active, Inactive, or Prospect. For example, you cannot enter a sales order for a business partner with status Prospect, or ship goods to a business partner with status Inactive. Allowed values Business Partner Status Related topics Business partner status 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 Opportunity Status Sales Process A standard sales methodology that must be followed when working on an opportunity. A sales process is split up in phases. Default value The Default Sales Process from the CRM Parameters (tdsmi0100m000) session. Phase The identification of a stage or phase in the sales process. For example, analysis, proposal, negotiation, and so on. 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 A way to classify opportunities with similar characteristics for sorting and selecting purposes. Default value The Default Opportunity Type from the CRM Parameters (tdsmi0100m000) session. Source The places, events, or methods where or through which business partners come in contact with your company (for example, a trade fair or an advertisement). 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. Related topics To use number groups and series 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 A department that is identified in the company business model to manage the business partner's sales relations. The sales office is used to identify the locations that are responsible for the organization's sales activities. Default value The following defaulting logic applies: Sold-to Business Partner (tccom4110s000) Sales User Profiles (tdsls0139m000) Attention The messages linked to business partners, opportunities, and so on that draw your attention to special events or circumstances. Postal Address The address all mail (for example, order acknowledgement, invoices) is sent to as defined for customers or suppliers. You can also record extra order-specific addresses. 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. Assign To Me Assigns the opportunity to yourself. As a result, your user name is displayed in the Assigned to field. Generate Quote Generates a sales quotation from the opportunity. |