| # Opportunity (tdsmi1610m000) Use this session to cluster business partner roles to an opportunity. A business partner can be linked to several opportunities. Information from this session can be used for follow-up activities by opportunity. This session enables you to quickly enter the most important information for an opportunity. You can start this session from the Opportunities (tdsmi1510m000) 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 Opportunity (tdsmi1110s000) session starts. Opportunity lines The lines on the tabs refer to the following sessions: Features The lines on the Features tab refer to the Features (tdsmi1111m000) session. On this tab, you can globally add feature definitions to an opportunity. Contacts by Opportunity The lines on the Contacts by Opportunity tab refer to the Contacts by Opportunity (tdsmi1122m000) session. On this tab, you can view, enter, and maintain contacts by opportunity. Contacts by Business Partner The lines on the Contacts by Business Partner tab refer to the Contacts by Business Partner (tccom4545m000) session. On this tab, you can view, enter, and maintain contacts by business partner. Activities The lines on the Activities tab refer to the Activities (tdsmi2500m000) session. On this tab, you can view, enter, and maintain activities. Activities (History) The lines on the Activities (History) tab refer to the Activities (History) (tdsmi2505m000) session. On this tab, you can view closed activities. Business Partner A party with whom you carry out business transactions, for example, a customer or a supplier. You can also define departments within your organization that act as customers or suppliers to your own department as business partners. The business partner definition includes: The organization's name and main address. The language and currency used. Taxation and legal identification data. You address the business partner in the person of the business partner's contact. The business-partner status determines if you can carry out transactions. The transactions type (sales orders, invoices, payments, shipments) is defined by the business partner's role. Role of BP Indicates the relationship between your organization and the business partner. The role defines the types of transactions you can carry out with the business partner. The business partners with different roles are linked by a common parent business-partner. Examples of business-partner roles: Sold-to business partner Pay-by business partner Opportunity A group of activities, executed in the same period, that relate to the same business partner for promotion, sales, and distribution of a product or service. Opportunity Type A way to classify opportunities with similar characteristics for sorting and selecting purposes. Search Key Enter a search key to find opportunities. Note By default, ERP 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. Success Percentage An indication of the chance that the opportunity is successful. Expected Revenue The revenue that is expected from the opportunity, expressed in the reference currency of the logistic company. Currency The currency in which balances of entities shared by all the companies of a financial company group are expressed. For example, ERP LN uses the reference currency for business partner balances. Note The reference currency is the common base currency of the companies in a multisite structure. For currency systems other than the standard currency system, the reference currency is a company's base currency for all calculations with currencies. 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. Internal Sales Rep An employee of your company who maintains contact with the sold-to business partner. The employee number of the sales representative is also used as a sorting criterion in the sales statistics. Opportunity Text Use this field to enter a text. Phase The code by which the phase is identified within ERP LN. 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). Attention The messages linked to business partners, opportunities, and so on that draw your attention to special events or circumstances. Date of First Contact The date on which the first contact is made with the business partner. Decision Date The date the business partner decides on the opportunity. Last Transaction Date The date on which the opportunity was last changed. |