| # 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. Related topics CRM – functionality 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 (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 Quotations (tsctm2100m000) Service Contract Service Contracts (tsctm3100m000) Service Order Quotation Service Order Quotations (tssoc1100m000) Service Work Order Work Orders (tswcs2100m000) Maintenance Sales Quotation Maintenance Sales Quotations (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 Planned 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. Details Starts the relevant details session for the reference Type. Sales Quotation Sales Quotation - Lines (tdsls1600m000) Service Order Service Order - Lines (tssoc2100m100) Sales Order Sales Order - Lines (tdsls4100m900) Project (PCS) Projects (tipcs2101m000) Project Project 360 (tppdm6500m100) Budget Projects (tipcs2101m000) Purchase Order Purchase Order - Lines (tdpur4100m900) Request for Quotation Request for Quotation - Lines (tdpur1600m000) Project Contract Contract (tpctm1600m000) Opportunity Opportunity (tdsmi1610m000) Activity Appointment (tccom6600m100), if the activity is an appointment. Call (tccom6600m200), if the activity is a call. Task (tccom6600m300), if the activity is a task. Email (tccom6600m500), if the activity is an e-mail. Service Call Call (tsclm1100m000) Service Contract Quotation Contract Quotations (tsctm2100m000) Service Contract Service Contracts (tsctm3100m000) Service Order Quotation Service Order Quotations (tssoc1100m000) Service Work Order Work Order - Lines (tswcs2100m100) Maintenance Sales Quotation Maintenance Sales Quotation - Lines (tsepp1100m100) Maintenance Sales Order Maintenance Sales Order - Lines (tsmsc1100m100) Sales Contract Sales Contract - Lines (tdsls3600m000) |