| # Opportunity (tdsmi1110s000) 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. Note You can use the data in this session to: Assign contacts to an opportunity. Globally add feature definitions to an opportunity. Maintain, add or delete activities. Register appointments for SMI employees and sales representatives. 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. Postal Address The address to which the business correspondence (order confirmations, invoices, and so on) is sent. You can also record other postal addresses for a business relation, using the Business Partners (tccom4100s000) session. In this way, you can record the normal address as well as the P.O. box address for a relation. 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. 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. 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. Text If this check box is selected, a text is present. |